MATRIX CAPITAL ADVISORS, LLC
CRD #109523 SEC #801-58076 CHICAGO, IL (312)612-6100
SEC Registered
Total AUM
$712.4M
Discretionary
$685.1M
Employees
5
Clients
0
Accounts
182
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2023 | $712.4M | $685.1M | $27.3M | 5 | 0 |
| Feb 2023 | $712.4M | $685.1M | $27.3M | 5 | 0 |
| Nov 2022 | $712.4M | $685.1M | $27.3M | 5 | 0 |
| Mar 2022 | $712.4M | $685.1M | $27.3M | 5 | 0 |
| Jan 2022 | $640.1M | $618.8M | $21.3M | 5 | 0 |
| Jun 2021 | $640.1M | $618.8M | $21.3M | 5 | 0 |
| May 2021 | $640.1M | $618.8M | $21.3M | 5 | 0 |
| Mar 2021 | $649.3M | $628M | $21.3M | 5 | 0 |
| Jun 2020 | $590.3M | $576.4M | $13.9M | 5 | 0 |
| Mar 2020 | $590.3M | $576.4M | $13.9M | 5 | 0 |
| Mar 2019 | $529.9M | $520.3M | $9.6M | 6 | 0 |
| Mar 2018 | $579.8M | $463.2M | $116.6M | 6 | 0 |
| Mar 2017 | $485.9M | $381.8M | $104.1M | 6 | 104 |
| Mar 2016 | $569.6M | $339.2M | $230.4M | 6 | 26 |
| Mar 2016 | $569.6M | $339.2M | $230.4M | 6 | 26 |
| Dec 2015 | $570.6M | $337.7M | $232.9M | 6 | 26 |
| Mar 2015 | $570.6M | $337.7M | $232.9M | 6 | 26 |
| Mar 2015 | $570.6M | $337.7M | $232.9M | 6 | 26 |
| Jan 2015 | $600.2M | $303.9M | $296.3M | 6 | 26 |
| Oct 2014 | $600.2M | $303.9M | $296.3M | 6 | 26 |
| Mar 2014 | $600.2M | $303.9M | $296.3M | 6 | 26 |
| Mar 2013 | $511.2M | $260.3M | $250.9M | 4 | 26 |
| Feb 2013 | $441.2M | $219.7M | $221.5M | 4 | 26 |
| Mar 2012 | $441.2M | $219.7M | $221.5M | 1 | 26 |
| Mar 2011 | $428M | $246M | $182M | 5 | -- |
| Mar 2009 | $241.3M | $214.3M | $27M | 5 | -- |
| Jan 2008 | $328M | $304.5M | $23.5M | 5 | -- |
| Jan 2007 | $235.7M | $232.1M | $3.6M | 5 | -- |
| Mar 2006 | $220.9M | $215.9M | $5M | 5 | -- |
| Sep 2005 | $171.3M | $168M | $3.3M | 5 | -- |
DateMar 2023
Total AUM$712.4M
Discretionary$685.1M
Non-Disc.$27.3M
Employees5
Clients0
DateFeb 2023
Total AUM$712.4M
Discretionary$685.1M
Non-Disc.$27.3M
Employees5
Clients0
DateNov 2022
Total AUM$712.4M
Discretionary$685.1M
Non-Disc.$27.3M
Employees5
Clients0
DateMar 2022
Total AUM$712.4M
Discretionary$685.1M
Non-Disc.$27.3M
Employees5
Clients0
DateJan 2022
Total AUM$640.1M
Discretionary$618.8M
Non-Disc.$21.3M
Employees5
Clients0
DateJun 2021
Total AUM$640.1M
Discretionary$618.8M
Non-Disc.$21.3M
Employees5
Clients0
DateMay 2021
Total AUM$640.1M
Discretionary$618.8M
Non-Disc.$21.3M
Employees5
Clients0
DateMar 2021
Total AUM$649.3M
Discretionary$628M
Non-Disc.$21.3M
Employees5
Clients0
DateJun 2020
Total AUM$590.3M
Discretionary$576.4M
Non-Disc.$13.9M
Employees5
Clients0
DateMar 2020
Total AUM$590.3M
Discretionary$576.4M
Non-Disc.$13.9M
Employees5
Clients0
DateMar 2019
Total AUM$529.9M
Discretionary$520.3M
Non-Disc.$9.6M
Employees6
Clients0
DateMar 2018
Total AUM$579.8M
Discretionary$463.2M
Non-Disc.$116.6M
Employees6
Clients0
DateMar 2017
Total AUM$485.9M
Discretionary$381.8M
Non-Disc.$104.1M
Employees6
Clients104
DateMar 2016
Total AUM$569.6M
Discretionary$339.2M
Non-Disc.$230.4M
Employees6
Clients26
DateMar 2016
Total AUM$569.6M
Discretionary$339.2M
Non-Disc.$230.4M
Employees6
Clients26
DateDec 2015
Total AUM$570.6M
Discretionary$337.7M
Non-Disc.$232.9M
Employees6
Clients26
DateMar 2015
Total AUM$570.6M
Discretionary$337.7M
Non-Disc.$232.9M
Employees6
Clients26
DateMar 2015
Total AUM$570.6M
Discretionary$337.7M
Non-Disc.$232.9M
Employees6
Clients26
DateJan 2015
Total AUM$600.2M
Discretionary$303.9M
Non-Disc.$296.3M
Employees6
Clients26
DateOct 2014
Total AUM$600.2M
Discretionary$303.9M
Non-Disc.$296.3M
Employees6
Clients26
DateMar 2014
Total AUM$600.2M
Discretionary$303.9M
Non-Disc.$296.3M
Employees6
Clients26
DateMar 2013
Total AUM$511.2M
Discretionary$260.3M
Non-Disc.$250.9M
Employees4
Clients26
DateFeb 2013
Total AUM$441.2M
Discretionary$219.7M
Non-Disc.$221.5M
Employees4
Clients26
DateMar 2012
Total AUM$441.2M
Discretionary$219.7M
Non-Disc.$221.5M
Employees1
Clients26
DateMar 2011
Total AUM$428M
Discretionary$246M
Non-Disc.$182M
Employees5
Clients--
DateMar 2009
Total AUM$241.3M
Discretionary$214.3M
Non-Disc.$27M
Employees5
Clients--
DateJan 2008
Total AUM$328M
Discretionary$304.5M
Non-Disc.$23.5M
Employees5
Clients--
DateJan 2007
Total AUM$235.7M
Discretionary$232.1M
Non-Disc.$3.6M
Employees5
Clients--
DateMar 2006
Total AUM$220.9M
Discretionary$215.9M
Non-Disc.$5M
Employees5
Clients--
DateSep 2005
Total AUM$171.3M
Discretionary$168M
Non-Disc.$3.3M
Employees5
Clients--