Matrix Private Capital Group LLC
Matrix Private Capital Group LLC is a diversified asset management and investment advisory firm headquartered in New York, NY. Founded in 2016 by Richard S. Fuld, Jr. and a team of experienced investment and wealth management professionals, the firm caters to high net worth individuals, family offices, and institutional clients. It provides tailored investment, wealth management, and advisory solutions through a team with deep backgrounds in wealth advisory, investment banking, and asset management. Matrix currently employs about 10 professionals.
Investment Strategy
Matrix Private Capital Group offers customized wealth management and advisory services, including both discretionary and non-discretionary managed accounts. The firm’s approach to asset allocation is driven by a focus on diversification across liquidity, geography, and investment drivers, underpinned by rigorous risk management. Matrix emphasizes tailored solutions based on clients’ values, goals, financial status, and risk tolerance, incorporating traditional assets (fixed income, equities) as well as alternative investments. The firm conducts intensive due diligence in manager selection and utilizes a mix of mutual funds, ETFs, separate accounts, private placements, and SPV structures to meet client objectives. Continuous oversight, performance monitoring, and manager evaluation are central to their advisory process.
Top Holdings
Equity Positions (131)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VTV | VANGUARD INDEX FDS | 10.42% | $17.7M | 99,775 | $151.88 | $176.74 | +$384.4K |
V VUG | VANGUARD INDEX FDS | 9.75% | $16.6M | 37,772 | $321.00 | $438.40 | +$2.2M |
I IEFA | ISHARES TR | 7.23% | $12.3M | 147,306 | $71.03 | $83.48 | +$1.2M |
E ETY | EATON VANCE TAX-MANAGED DIVE | 5.73% | $9.7M | 629,694 | $12.36 | $15.47 | +$515.7K |
I IJH | ISHARES TR | 5.67% | $9.6M | 155,566 | $56.41 | $62.02 | -$360.9K |