The MATRIX INVESTMENT MANAGEMENT is a privately held investment adviser that advises $560.98mn in regulatory assets under management held in 1 SEC fund types across 2 investment strategies. MATRIX INVESTMENT MANAGEMENT is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 6.47% over the last 5-years.
The Group has been registered with the SEC for 9.65 years and is comprised of 1 filing and 0 relying advisers. They operate out of 3 office locations with their Headquarters at 500 WEST MADISON STREET SUITE 1000, CHICAGO, ILLINOIS. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 8 employees comprised of 5 investment and 3 non-investment staff. The total number of Employees decreased by 42.86% over the last 5-years.
Their $560.98mn in assets advised are owned by 4 private funds, 0 public funds and BDCs and 10 other accounts. Assets of High Net Worth Individuals clients own $382.86mn or 68.25% of Total Assets and Corporations or Other Businesses own $78.59mn or 14.01% of Total Assets.
The Group's top investment strategies include Traditional LBO and Multi Strat, representing 66.76% and 33.24% of total assets, respectively.
They advise 4 types of clients, top clients are High Net Worth Individuals and Corporations or Other Businesses.
The Group uses 1 Fund Administrators, 2 Fund Auditors, 0 Prime Brokers, 2 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 3 private funds with $16.72mn in assets.
The Group discloses management fees and performance-based fees.
MATRIX INVESTMENT MANAGEMENT names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.