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MATTER FAMILY OFFICE
MATTER, LLC
CRD 106806 · SEC 801-37738
8001 FORSYTH BLVD, SUITE 950, ST LOUIS, MO, 63105, United States
Phone
314-862-5190
Fax
314-862-6551
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$3.81B
Discretionary AUM
$599.8M
Team
55 total employees; 40 advisory reps
Clients
101-250
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)Selection of other advisersEducational seminarsCREATE & ADMINISTER LLC'S TO POOL CLIENT FUNDS TO INVEST IN SEPARATELY MANAGED INVESTMENT VEHICLES
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 98 | $165.3M |
| High net worth individuals | 128 | $3.45B |
| Pooled investment vehicles | 1 | $172.3M |
| Charitable organizations | 2 | $26.3M |
States served
CA, CO, IL, NY, MO, TX, CT
All web addresses on file
Official SEC filing: View on IAPD