MATTHAI & ASSOCIATES INC
Legal name: MATTHAI CAPITAL MANAGEMENT
CRD #106314 SEC #801-40120 WHITE MARSH, MD (410) 933-5640
SEC Registered
Total AUM
$47.8M
Discretionary
$41.3M
Employees
1
Clients
--
Accounts
39
Firm Details
- Organization Type
- Corporation
- State of Formation
- Maryland
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Apr 5, 2012
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| EDWARDS, MARK, ANDREW | I | CHIEF COMPLIANCE OFFICER/OPERATIONS MANAGER | NA | Control |
| EDWARDS, MARK, ANDREW | I | CHIEF COMPLIANCE OFFICER/OPERATIONS MANAGER | NA | Control |
| EDWARDS, MARK, ANDREW | I | CHIEF COMPLIANCE OFFICER/OPERATIONS MANAGER | NA | Control |
| EDWARDS, MARK, ANDREW | I | CHIEF COMPLIANCE OFFICER/OPERATIONS MANAGER | NA | Control |
| EDWARDS, MARK, ANDREW | I | CHIEF COMPLIANCE OFFICER/OPERATIONS MANAGER | NA | Control |
| EDWARDS, MARK, ANDREW | I | CHIEF COMPLIANCE OFFICER/OPERATIONS MANAGER | NA | Control |
| MATTHAI, GEORGE, MILLHOLLAND | I | PRESIDENT | E | Control |
| MATTHAI, GEORGE, MILLHOLLAND | I | PRESIDENT | E | Control |
| MATTHAI, GEORGE, MILLHOLLAND | I | PRESIDENT | E | Control |
| MATTHAI, GEORGE, MILLHOLLAND | I | PRESIDENT | E | Control |
| MATTHAI, GEORGE, MILLHOLLAND | I | PRESIDENT | E | Control |
| MATTHAI, GEORGE, MILLHOLLAND | I | PRESIDENT | E | Control |
| MATTHAI, GEORGE, MILLHOLLAND | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| MATTHAI, GEORGE, MILLHOLLAND | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| MATTHAI, GEORGE, MILLHOLLAND | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| MATTHAI, GEORGE, MILLHOLLAND | I | PRESIDENT | E | Control |
Registrations
Federal
IA
Apr 5, 2012 REGISTERED
Notice Filings (1)
MD
Address
5430 CAMPBELL BOULEVARD, SUITE 207WHITE MARSH, MD 21162-5504
United States
Phone: (410) 933-5640