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MATTERHORN CAPITAL ADVISORS, LLC
CRD 309960 · SEC 801-127880
100 FRONT STREET, SUITE 350, WEST CONSHOHOCKEN, PA, 19428, United States
Phone
610-940-5303
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$396.4M
Discretionary AUM
$396.4M
Team
11 total employees; 9 advisory reps
Clients
0
Fees
Percentage of AUM; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Portfolio management (pooled vehicles)
Client types
| Type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 2 | $396.4M |
All web addresses on file
Official SEC filing: View on IAPD