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MATRIX PRIVATE CAPITAL GROUP
MATRIX PRIVATE CAPITAL GROUP LLC
CRD 285531 · SEC 801-108654
500 WEST MADISON STREET, SUITE 1000, CHICAGO, IL, 60661, United States
Phone
312-736-9572
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$561.0M
Discretionary AUM
$561.0M
Team
8 total employees; 5 advisory reps
Clients
—
Fees
Percentage of AUM; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-03-27
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (pooled vehicles)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 84 | $67.7M |
| High net worth individuals | 124 | $382.9M |
| Pooled investment vehicles | 4 | $31.9M |
| Corporations/business entities | 10 | $78.6M |
States served
AZ, CA, IL, IN, MI, NJ, NY, NC, UT, VA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD