Investment adviser · CRD 333776
MATTERS CAPITAL LLC
Investment adviser filing (IA)
CORAL GABLES, FL, United States · Form ADV filed Jun 1, 2026
- Regulatory AUM
- $297M Form ADV · Item 5.F
- Client accounts
- 60 Accounts, not individual clients
- Employees
- 3 Reported in this filing
- Advisory professionals
- 2 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 10 | $296,786,932 | 100.0% |
Filing source
Form ADV 2107844 · Jun 1, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Jun 1, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Pooled investment vehicle management · Selection of other advisers
Compensation
Percentage of assets · Fixed
Principal office
2000 PONCE DE LEON BLVD, SUITE 600CORAL GABLES, FL, 33134, United States
CRD 333776
Filing source
Form ADV 2107844 · Jun 1, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.