Matrix Private Capital Group
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$450,535,330
Clients
208
Advisors
3
across 3 offices
About
Matrix provides customized wealth management and advisory services to high net worth individuals, families and their related trusts and estates through discretionary and non‑discretionary managed accounts. The firm also organizes and sponsors private special purpose co‑investment vehicles — including Matrix Banff LP, Matrix Veritas LP, Matrix Denali LP and Matrix Novva LLC — that co‑invest alongside unaffiliated private equity firms in single‑deal transactions.
Its investment approach is solutions‑driven and emphasizes strategic diversification and risk management across liquidity, geography and return drivers, using both traditional (equity and fixed income) and alternative asset classes. Matrix typically implements client portfolios by selecting highly‑vetted third‑party managers (active and passive), creating client‑specific portfolio policies, and conducting ongoing manager due diligence and performance reporting.
Matrix is notable among peers for acting as a private fund adviser and fund sponsor that receives performance‑based carried interest from its pooled co‑investment vehicles; the brochure discloses that wealth advisers may hold ownership in the general partners and receive portions of performance allocations, and that assets placed in the SPVs are not charged the firm’s annual wealth management fee. The firm’s model emphasizes managing unregistered, pooled co‑investment vehicles for eligible investors and does not highlight standalone financial planning services in its brochure.
Client services
Expertise
Fee options
Non-discretionary advisory services may be provided for a fixed fee, negotiated on a client-by-client basis.
Up to 1.5% annually (discretionary wealth management)
Carried Interest fees for SPVs: Banff - 10%, Veritas - up to 12.5%, Denali - 15%, Novva - 15% of cumulative distributions in excess of capital contributed
Main office
See office500 West Madison Street, Suite 1000
Chicago IL 60661
Advisors at this office
1
Offices (3)
Most active in
Arizona · California · Florida · Illinois · Indiana · Michigan · New Jersey · New York · North Carolina · Texas · Utah · Virginia
Also doing business as
Matrix Investment Management LLC · Matrix Private Capital Group · Matrix Private Capital Group LLC · Matrix Wealth Partners
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Thomas B
Series 63, Series 65
Chicago, IL
Matrix Private Capital Group
Thomas Bruce is a financial advisor at Matrix Private Capital Group in Chicago, Illinois, with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Smith Barney and Morgan Stanley Private Bank prior to joining Matrix in 2019. Matrix Private Capital Group provides customized wealth management and advisory services to high net worth individuals, families, and related trusts and estates. The firm employs a solutions-driven investment approach emphasizing strategic diversification and risk management across traditional and alternative asset classes, and sponsors private co-investment vehicles that invest alongside private equity firms in single-deal transactions.
Scott W
CFP®, Series 63, Series 65
Park City, UT
Matrix Private Capital Group
Scott Weissman is a CFP® with 29 years of experience in the financial industry. He has worked at Matrix Private Capital Group since 2019, following ten years at Morgan Stanley Smith Barney and four years with Morgan Stanley Private Bank. Matrix Private Capital Group provides customized wealth management and advisory services to high net worth individuals, families, and related trusts and estates. The firm’s investment approach emphasizes strategic diversification and risk management across traditional and alternative asset classes, often implementing client portfolios through highly-vetted third-party managers and sponsoring private special purpose co-investment vehicles.
Marisa C
Series 66
Phoenix, AZ
Matrix Private Capital Group
Marisa Camp is a financial advisor with Matrix Private Capital Group in Phoenix, AZ, holding a Series 66 designation and 14 years of industry experience. She has previously worked at Neuberger Berman LLC and Cresset Asset Management. Camp has been with Matrix Private Capital Group since 2019 as part of a three-advisor team. Matrix Private Capital Group provides customized wealth management and advisory services to high net worth individuals, families, and related trusts and estates. The firm’s investment approach focuses on strategic diversification and risk management across various asset classes, often implementing portfolios through highly-vetted third-party managers and organizing private co-investment vehicles alongside unaffiliated private equity firms.
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