The MATSON MONEY, INC. is a privately held investment adviser that advises $25.94Bn in regulatory assets under management held in 0 SEC fund types across 2 investment strategies. MATSON MONEY, INC. is a Hybrid A hybrid fund manager is a manager whose total assets under management are spread across multiple investment vehicle types rather than concentrated in one. Fund Manager. Assets increased by 49.37% over the last 5-years.
The Group has been registered with the SEC for 34.68 years and is comprised of 2 filing and 0 relying advisers. They operate out of 2 office locations with their Headquarters at 5955 DEERFIELD BLVD., MASON, OHIO. The Group has not been subject to regulatory enforcement actions. They are regulated by 4 US and Non-US bodies.
They have 79 employees comprised of 13 investment and 66 non-investment staff. The total number of Employees increased by 3.95% over the last 5-years.
Their $25.94Bn in assets advised are owned by 0 private funds, 6 public funds and BDCs and 800 other accounts. Assets of Investment Companies (IC) clients own $13.69Bn or 52.77% of Total Assets and High Net Worth Individuals own $6.3Bn or 24.31% of Total Assets.
The Group's top investment strategies include Long/Short Equity and FI/Credit - Diverse, representing 75.06% and 24.94% of total assets, respectively.
They advise 7 types of clients, top clients are Investment Companies (IC) and High Net Worth Individuals.
The Group uses 1 Fund Administrators, 1 Fund Auditors, 0 Prime Brokers, 1 Custodians and 1 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses management fees.
MATSON MONEY, INC. names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.