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MATRIX CAPITAL MANAGEMENT COMPANY, LP
MATRIX CAPITAL MANAGEMENT COMPANY, LP
WALTHAM, Massachusetts
·
10 registered advisors
·
CRD# 160066
SEC# 801-73612
2
781-522-4962
01
Firm Overview
AUM
$12.1B
Regulatory assets under management
Employees
33
Total firm employees
Advisors
10
Registered representatives
02
Services & Fees
Advisory Services
Pension consulting
Compensation
Percentage of AUM
Performance-based fees
03
Specialties
Retirement Planning
04
Advisors at MATRIX CAPITAL MANAGEMENT COMPANY, LP
10 registered advisors
Christopher David Johnson
WALTHAM, Massachusetts
CRD# 6028573
Daniel Smith
WALTHAM, Massachusetts
CRD# 6028614
David Espina Goel
WALTHAM, Massachusetts
CRD# 2370596
Gregory Alan Brown
WALTHAM, Massachusetts
CRD# 7624414
James Dolce
WALTHAM, Massachusetts
CRD# 6028612
Jessica Anne Schmitz
WALTHAM, Massachusetts
CRD# 2458139
John Jacob Kaleba
WALTHAM, Massachusetts
CRD# 6384864
Mark Steven Audet
WALTHAM, Massachusetts
CRD# 6422879
Michael John Ferri
WALTHAM, Massachusetts
CRD# 6028611
Timothy John Frechette
WALTHAM, Massachusetts
CRD# 2361830
05
Office Locations
WALTHAM, Massachusetts
10 advisors
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Data sourced from SEC Form ADV filings. MATRIX CAPITAL MANAGEMENT COMPANY, LP (CRD# 160066) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.