Matrix Private Capital Group
Matrix Private Capital Group is an SEC-registered wealth manager in New York, NY with $561.0M assets under management (AUM, regulatory AUM), +13% over one year. See who owns Matrix Private Capital Group: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 285531, SEC 801-108654, data through 2026-03-27.
- AUM (assets under management / regulatory AUM)
- $561.0M (2026-03-27)
- Firm type
- Wealth Manager
- Location
- New York, NY
- Employees
- 8
- Clients
- 222
- CRD
- 285531
- Ownership
- MATRIX INVESTMENT HOLDINGS LLC; RUBIN, MATTHEW; GAINES, JUSTIN, REED; MATRIX INVESTMENT PARTNERS LLC; MPCG HOLDINGS LLC
How much AUM does Matrix Private Capital Group have?
Matrix Private Capital Group reported $561.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-27).
Who owns Matrix Private Capital Group?
Disclosed owners and executives of Matrix Private Capital Group include MATRIX INVESTMENT HOLDINGS LLC, RUBIN, MATTHEW, GAINES, JUSTIN, REED, MATRIX INVESTMENT PARTNERS LLC, MPCG HOLDINGS LLC. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.