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Building 2MATRIX PRIVATE CAPITAL GROUP

Map pinCHICAGO, IL
Phone312-736-9572
NotebookSEC #801-108654
Total AUM
$561M
Employees
8
Clients
222

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
500 WEST MADISON STREET
SUITE 1000
CHICAGO
IL 60661
United States
Operating Hours
8:00 AM - 6:00 PM
Monday - Friday
Phone
312-736-9572
Other Offices
3

ReceiptFinancials

Total AUM
$561M
Accounts
827
Discretionary
$561M
Accounts
827
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
84
AUM
$67.7M
HNW Individual Clients
124
AUM
$382.9M
Pooled Vehicle Clients
4
AUM
$31.9M
Corporation or Business Clients
10
AUM
$78.6M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCAFLILINMINCNJNYTXUTVA

HandshakeAffiliates

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Affiliates
Reported 5 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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