Matrix Private Capital Group is an SEC registered investment adviser organized as a limited liability company with a primary office location in Chicago, IL. Its latest Form ADV filing, dated March 27, 2026, reports $561M in regulatory assets under management, 8 employees, 3 offices, and 827 accounts.
Assets Under Management
$561M
Employees
8
Offices
3 offices
Total Clients
222
Primary office
CHICAGO, IL
500 WEST MADISON STREET, SUITE 1000, CHICAGO, IL, United States
Portfolio management for individuals and small businesses
Portfolio management for pooled investment vehicles
Fee models offered
2 types reported
Asset based fees
Performance-based fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentHNWI represent 55.9% of total clients.
Top client categories% of clientsClients
1
HNWI
55.9%
124
2
Individuals
37.8%
84
3
Corporations
4.5%
10
4
Pooled Investment Vehicles
1.8%
4
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$561Mas of March 27, 2026
Discretionary100.0%
$561M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$561M
Total Accounts827
10Y AUM Change+$561M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees8
Clients per Employee28:1
10Y Employee Change+6 (+300.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.