A complete list of active advisors currently associated with Matrix Private Capital Group

Warmer can help you find a great advisor at Matrix Private Capital Group or one who fits your needs even better.

Matrix primarily serves high net worth individuals, families and their related trusts and estates through customized wealth management and separately managed accounts, and also acts as investment manager to private pooled vehicles. In addition to portfolio management for individuals, the firm organizes and sponsors private special-purpose co-investment vehicles that co-invest alongside unaffiliated private equity firms. The firm’s wealth management process is solutions-driven, combining strategic (and where appropriate tactical) asset allocation across traditional and alternative asset classes with ongoing manager due diligence and customized portfolio policies. Matrix implements client portfolios largely by selecting third‑party managers and separately managed accounts, and supplements custodial reporting with periodic performance and risk reporting tailored to client circumstances. Compared with many peers, Matrix both sponsors private pooled vehicles and functions as a private fund adviser, earning performance‑based compensation (carried interest) from those entities while also managing client accounts. That structure—recommending client investments into affiliated co‑investment vehicles and waiving its standard wealth management charge on assets allocated to those vehicles—creates potential conflicts that the firm addresses through allocation procedures, disclosure and ongoing reporting.

To learn more about the advisors currently working at Matrix Private Capital Group, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.