Matrix Private Capital Group

Matrix Private Capital Group LLC is an investment management firm specializing in wealth advisory services and private special purpose co-investment vehicles. Established in December 2016, the firm primarily caters to high net worth individuals and families. Matrix offers customized wealth management services on a discretionary and non-discretionary basis, focusing on asset allocation, risk management, and client-specific objectives. The firm's investment strategies include traditional and alternative asset classes, with a solutions-driven approach rooted in diversification. Clients may invest in private special purpose co-investment vehicles alongside unaffiliated private equity firms. Matrix charges fees based on a percentage of assets under management and may receive carried interest from the limited partners of the co-investment vehicles. The firm operates as a fiduciary and does not compensate third parties for client referrals. Clients have the option for discretionary investment management, and Matrix exercises investment discretion over client accounts, selecting investment managers and overseeing asset allocation. The firm does not vote on client securities or participate in class actions on behalf of clients. Matrix maintains custody of client assets through unaffiliated broker-dealers or banks and has implemented a Code of Ethics to address potential conflicts of interest. The firm's financial operations are supported by its parent company, ensuring financial stability and compliance with regulatory requirements.