Matterhorn Capital Advisors, LLC

Matterhorn Capital Advisors, LLC, established in 2020, specializes in credit opportunities in lower and middle market corporate and real estate debt. The firm focuses on financing smaller transactions, sourcing deal flow through a proprietary network, and structuring off-network deals to provide excess returns. Matterhorn serves as the management company to Matterhorn Capital Partners, LP, a private fund for eligible investors seeking structured real estate debt, corporate debt, and tactical credit opportunities. The fund, managed on a discretionary basis, had $331,374,133 under management as of December 31, 2024. Clients pay a monthly management fee of 0.125% of their capital account balance. The fund's investment strategies include structured real estate debt, corporate debt, and tactical credit, with a focus on capital preservation and valuation discipline. Risks include general market volatility, economic factors, and cybersecurity risks. Matterhorn does not engage in soft dollar arrangements, principal transactions, or agency cross transactions. The firm has no disciplinary history and provides annual audited financial statements and monthly reports to clients. Placement agents receive compensation for introducing investors to the fund, and custody of fund assets is maintained with a qualified custodian.