Matrix Private Capital Group
Assets Under Management
$494.9M
Number of Clients
202
Number of Advisors
3
Average Client AUM
$2.5M
AUM per Advisor
$165.0M
Compensation
Fee-Only (AUM)
About This Firm
Matrix offers customized wealth management and advisory services, incorporating traditional and alternative asset classes. Their approach is solutions-driven, emphasizing diversification and risk management. They select investment managers and provide ongoing supervision tailored to client objectives. Matrix also manages private special purpose co-investment vehicles (SPVs). They primarily serve high-net-worth individuals and families.
Fee Structure
For discretionary wealth management, clients typically pay up to 1.5% annually on assets under management. Fees are determined by factors like scope, complexity, asset size, and resources involved. For non-discretionary assets, the annual fee is also capped at 1.5%. Fixed fees for non-discretionary services can be negotiated. Clients may also incur third-party fees like account maintenance, custodial, and transaction charges, as well as fees from underlying investment vehicles. Matrix may hire other investment advisers, with fees ranging from 0.10% to 0.85%.
Areas of Practice
Location
400 Park Ave, Suite 610, New York, NY, 10022