MATRIX CAPITAL ADVISORS, LLC

CRD #109523 SEC #801-58076 CHICAGO, IL (312)612-6100

SEC Registered

Total AUM

$712.4M

Discretionary

$685.1M

Employees

Clients

Accounts

182

Firm Details

Organization Type: Limited Liability Company
State of Formation: Delaware
Fiscal Year End: DECEMBER
Registration Date: --
Latest Filing: Nov 7, 2022
Branch Offices: 0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

Name	Type	Title / Status	Ownership	Control
BERGQUIST, JOHN, E	I	CHIEF OPERATING OFFICER	NA
BURKE, CHRISTOPHER, JOHN	I	MANAGING DIRECTOR	NA	Control
BURKE, CHRISTOPHER, JOHN	I	MANAGING DIRECTOR	NA	Control
BURKE, CHRISTOPHER, JOHN	I	MANAGING DIRECTOR	NA	Control
BURKE, CHRISTOPHER, JOHN	I	MANAGING DIRECTOR	NA	Control
BURKE, CHRISTOPHER, JOHN	I	MANAGING DIRECTOR	NA	Control
BURKE, CHRISTOPHER, JOHN	I	MANAGING DIRECTOR	NA	Control
LUNDGREN, KIMBERLY, LYNN	I	CHIEF COMPLIANCE OFFICER	NA
LUNDGREN, KIMBERLY, LYNN	I	CHIEF COMPLIANCE OFFICER	NA
LUNDGREN, KIMBERLY, LYNN	I	CHIEF COMPLIANCE OFFICER	NA
LUNDGREN, KIMBERLY, LYNN	I	CHIEF COMPLIANCE OFFICER	NA
LUNDGREN, KIMBERLY, LYNN	I	CHIEF COMPLIANCE OFFICER	NA
LUNDGREN, KIMBERLY, LYNN	I	CHIEF COMPLIANCE OFFICER	NA
LUNDGREN, KIMBERLY, LYNN	I	CHIEF COMPLIANCE OFFICER	NA
LUNDGREN, KIMBERLY, LYNN	I	CHIEF COMPLIANCE OFFICER	NA
LUNDGREN, KIMBERLY, LYNN	I	CHIEF COMPLIANCE OFFICER	NA
LUNDGREN, KIMBERLY, LYNN	I	CHIEF COMPLIANCE OFFICER	NA
LUNDGREN, KIMBERLY, LYNN	I	CHIEF COMPLIANCE OFFICER	NA
LUNDGREN, KIMBERLY, LYNN	I	CHIEF COMPLIANCE OFFICER	NA
LUNDGREN, KIMBERLY, LYNN	I	CHIEF COMPLIANCE OFFICER	NA
LUNDGREN, KIMBERLY, LYNN	I	CHIEF COMPLIANCE OFFICER	NA
LUNDGREN, KIMBERLY, LYNN	I	CHIEF COMPLIANCE OFFICER	NA
LUNDGREN, KIMBERLY, LYNN	I	CHIEF COMPLIANCE OFFICER	NA
LUNDGREN, KIMBERLY, LYNN	I	CHIEF COMPLIANCE OFFICER	NA
LUNDGREN, KIMBERLY, LYNN	I	CHIEF COMPLIANCE OFFICER	NA
LUNDGREN, KIMBERLY, LYNN	I	DIRECTOR OF OPERATIONS	NA
LUNDGREN, KIMBERLY, LYNN	I	DIRECTOR OF OPERATIONS	NA
LUNDGREN, KIMBERLY, LYNN	I	DIRECTOR OF OPERATIONS	NA
LUNDGREN, KIMBERLY, LYNN	I	CHIEF COMPLIANCE OFFICER	NA
NAKAMURA, LARRY, TRISTON	I	CHIEF COMPLIANCE OFFICER	NA	Control
NAKAMURA, LARRY, TRISTON	I	CHIEF COMPLIANCE OFFICER	NA	Control
NAKAMURA, LARRY, TRISTON	I	CHIEF COMPLIANCE OFFICER	NA	Control
SCILINGO, MICHAEL, JEROME	I	CHIEF OPERATING OFFICER	NA
SCILINGO, MICHAEL, JEROME	I	CHIEF OPERATING OFFICER	NA
WIK, MICHAEL, DAVID	I	MANAGING DIRECTOR	NA	Control
WIK, MICHAEL, DAVID	I	MANAGING DIRECTOR	NA	Control
WIK, MICHAEL, DAVID	I	MANAGING DIRECTOR	NA	Control
WIK, MICHAEL, DAVID	I	MANAGING DIRECTOR	NA	Control
WIK, MICHAEL, DAVID	I	MANAGING DIRECTOR	NA	Control
WIK, MICHAEL, DAVID	I	MANAGING DIRECTOR	NA	Control
CI PRIVATE WEALTH US LLC	DE	OWNER	E	Control
CI PRIVATE WEALTH US LLC	DE	OWNER	E	Control
CI PRIVATE WEALTH US LLC	DE	OWNER	E	Control
CI PRIVATE WEALTH US LLC	DE	OWNER	E	Control
CI PRIVATE WEALTH US LLC	DE	OWNER	E	Control
CI PRIVATE WEALTH US LLC	DE	OWNER	E	Control
CI PRIVATE WEALTH, LLC	DE	OWNER	E	Control
CI PRIVATE WEALTH, LLC	DE	OWNER	E	Control
BURKE, CHRISTOPHER, JOHN	I	MANAGING DIRECTOR	D	Control
BURKE, CHRISTOPHER, JOHN	I	MANAGING DIRECTOR	D	Control
BURKE, CHRISTOPHER, JOHN	I	MANAGING DIRECTOR	D	Control
BURKE, CHRISTOPHER, JOHN	I	MANAGING DIRECTOR	D	Control
BURKE, CHRISTOPHER, JOHN	I	MANAGING DIRECTOR	D	Control
BURKE, CHRISTOPHER, JOHN	I	MANAGING DIRECTOR	D	Control
BURKE, CHRISTOPHER, JOHN	I	MANAGING DIRECTOR	D	Control
BURKE, CHRISTOPHER, JOHN	I	MANAGING DIRECTOR	D	Control
BURKE, CHRISTOPHER, JOHN	I	MANAGING DIRECTOR	D	Control
BURKE, CHRISTOPHER, JOHN	I	MANAGING DIRECTOR	D	Control
BURKE, CHRISTOPHER, JOHN	I	MANAGING DIRECTOR	D	Control
BURKE, CHRISTOPHER, JOHN	I	MANAGING DIRECTOR	D	Control
BURKE, CHRISTOPHER, JOHN	I	MANAGING DIRECTOR	D	Control
BURKE, CHRISTOPHER, JOHN	I	MANAGING DIRECTOR	D	Control
BURKE, CHRISTOPHER, JOHN	I	MANAGING DIRECTOR	D	Control
BURKE, CHRISTOPHER, JOHN	I	MANAGING DIRECTOR	D	Control
BURKE, CHRISTOPHER, JOHN	I	MANAGING DIRECTOR	D	Control
BURKE, CHRISTOPHER, JOHN	I	MANAGING DIRECTOR	D	Control
BURKE, CHRISTOPHER, JOHN	I	MANAGING DIRECTOR	D	Control
BURKE, CHRISTOPHER, JOHN	I	MANAGING DIRECTOR	D	Control
BURKE, CHRISTOPHER, JOHN	I	MANAGING DIRECTOR	D	Control
BURKE, CHRISTOPHER, JOHN	I	MANAGING DIRECTOR	D	Control
BURKE, CHRISTOPHER, JOHN	I	MANAGING DIRECTOR	D	Control
BURKE, CHRISTOPHER, JOHN	I	MANAGING DIRECTOR	D	Control
BURKE, CHRISTOPHER, JOHN	I	MANAGING DIRECTOR	D	Control
BURKE, CHRISTOPHER, JOHN	I	MANAGING DIRECTOR	D	Control
BURKE, CHRISTOPHER, JOHN	I	MANAGING DIRECTOR	D	Control
BURKE, CHRISTOPHER, JOHN	I	MANAGING DIRECTOR	D	Control
WIK, MICHAEL, DAVID	I	MANAGING DIRECTOR	C	Control
WIK, MICHAEL, DAVID	I	CHIEF COMPLIANCE OFFICE	C	Control
WIK, MICHAEL, DAVID	I	MANAGING DIRECTOR	C	Control
WIK, MICHAEL, DAVID	I	CHIEF COMPLIANCE OFFICER	C	Control
WIK, MICHAEL, DAVID	I	MANAGING DIRECTOR	C	Control
WIK, MICHAEL, DAVID	I	CHIEF COMPLIANCE OFFICE	C	Control
WIK, MICHAEL, DAVID	I	MANAGING DIRECTOR	C	Control
WIK, MICHAEL, DAVID	I	CHIEF COMPLIANCE OFFICER	C	Control
WIK, MICHAEL, DAVID	I	MANAGING DIRECTOR	C	Control
WIK, MICHAEL, DAVID	I	CHIEF COMPLIANCE OFFICER	C	Control
WIK, MICHAEL, DAVID	I	MANAGING DIRECTOR	C	Control
WIK, MICHAEL, DAVID	I	CHIEF COMPLIANCE OFFICER	C	Control
WIK, MICHAEL, DAVID	I	MANAGING DIRECTOR	C	Control
WIK, MICHAEL, DAVID	I	CHIEF COMPLIANCE OFFICER	C	Control
WIK, MICHAEL, DAVID	I	MANAGING DIRECTOR	C	Control
WIK, MICHAEL, DAVID	I	CHIEF COMPLIANCE OFFICER	C	Control
WIK, MICHAEL, DAVID	I	MANAGING DIRECTOR	C	Control
WIK, MICHAEL, DAVID	I	CHIEF COMPLIANCE OFFICER	C	Control
WIK, MICHAEL, DAVID	I	MANAGING DIRECTOR	C	Control
WIK, MICHAEL, DAVID	I	CHIEF COMPLIANCE OFFICER	C	Control
WIK, MICHAEL, DAVID	I	MANAGING DIRECTOR	C	Control
WIK, MICHAEL, DAVID	I	MANAGING DIRECTOR	C	Control
WIK, MICHAEL, DAVID	I	MANAGING DIRECTOR	C	Control
WIK, MICHAEL, DAVID	I	CHIEF COMPLIANCE OFFICER	C	Control
WIK, MICHAEL, DAVID	I	MANAGING DIRECTOR	C	Control
WIK, MICHAEL, DAVID	I	CHIEF COMPLIANCE OFFICER	C	Control
WIK, MICHAEL, DAVID	I	MANAGING DIRECTOR	C	Control
WIK, MICHAEL, DAVID	I	MANAGING DIRECTOR	C	Control
WIK, MICHAEL, DAVID	I	MANAGING DIRECTOR	C	Control
WIK, MICHAEL, DAVID	I	MANAGING DIRECTOR	C	Control
WIK, MICHAEL, DAVID	I	MANAGING DIRECTOR	C	Control
WIK, MICHAEL, DAVID	I	MANAGING DIRECTOR	C	Control
WIK, MICHAEL, DAVID	I	MANAGING DIRECTOR	C	Control
WIK, MICHAEL, DAVID	I	MANAGING DIRECTOR	C	Control
WIK, MICHAEL, DAVID	I	MANAGING DIRECTOR	C	Control
WIK, MICHAEL, DAVID	I	MANAGING DIRECTOR	C	Control
WIK, MICHAEL, DAVID	I	MANAGING DIRECTOR	C	Control
WIK, MICHAEL, DAVID	I	MANAGING DIRECTOR	C	Control
WIK, MICHAEL, DAVID	I	MANAGING DIRECTOR	C	Control
WIK, MICHAEL, DAVID	I	MANAGING DIRECTOR	C	Control

Indirect Owners (Schedule B)

Name	Type	Entity	Ownership	Control
CI FINANCIAL CORP	FE	CI US HOLDINGS INC	E	Control
CI FINANCIAL CORP	FE	CI US HOLDINGS INC	E	Control
CI FINANCIAL CORP	FE	CI US HOLDINGS INC	E	Control
CI FINANCIAL CORP	FE	CI US HOLDINGS INC	E	Control
CI FINANCIAL CORP	FE	CI US HOLDINGS INC	E	Control
CI FINANCIAL CORP	FE	CI US HOLDINGS INC	E	Control
CI FINANCIAL CORP	FE	CI US HOLDINGS INC	E	Control
CI FINANCIAL CORP	FE	CI US HOLDINGS INC	E	Control
CI PRIVATE WEALTH HOLDINGS, LLC	DE	CI PRIVATE WEALTH US LLC	E	Control
CI PRIVATE WEALTH HOLDINGS, LLC	DE	CI PRIVATE WEALTH US LLC	E	Control
CI PRIVATE WEALTH HOLDINGS, LLC	DE	CI PRIVATE WEALTH US LLC	E	Control
CI PRIVATE WEALTH HOLDINGS, LLC	DE	CI PRIVATE WEALTH US LLC	E	Control
CI PRIVATE WEALTH HOLDINGS, LLC	DE	CI PRIVATE WEALTH US LLC	E	Control
CI PRIVATE WEALTH HOLDINGS, LLC	DE	CI PRIVATE WEALTH US LLC	E	Control
CI US HOLDINGS INC	DE	CI US, LLC	E	Control
CI US HOLDINGS INC	DE	CI US, LLC	E	Control
CI US HOLDINGS INC	DE	CI US, LLC	E	Control
CI US HOLDINGS INC	DE	CI US, LLC	E	Control
CI US HOLDINGS INC	DE	CIPW HOLDINGS, LLC	E	Control
CI US HOLDINGS INC	DE	CIPW HOLDINGS, LLC	E	Control
CI US HOLDINGS INC	DE	CI US, LLC	E	Control
CI US HOLDINGS INC	DE	CI US, LLC	E	Control
CI US, LLC	DE	CI PRIVATE WEALTH HOLDINGS, LLC	E	Control
CI US, LLC	DE	CI PRIVATE WEALTH HOLDINGS, LLC	E	Control
CI US, LLC	DE	CI PRIVATE WEALTH HOLDINGS, LLC	E	Control
CI US, LLC	DE	CI PRIVATE WEALTH HOLDINGS, LLC	E	Control
CI US, LLC	DE	CIPW HOLDINGS, LLC	E	Control
CI US, LLC	DE	CI PRIVATE WEALTH HOLDINGS, LLC	E	Control
CI US, LLC	DE	CI PRIVATE WEALTH HOLDINGS, LLC	E	Control
CIPW HOLDINGS, LLC	DE	CI PRIVATE WEALTH, LLC	E	Control
CIPW HOLDINGS, LLC	DE	CI PRIVATE WEALTH, LLC	E	Control

Registrations

Federal

Nov 7, 2022 REGISTERED

Notice Filings (7)

CA CO FL IL MI NY TX

Address

200 SOUTH WACKER DRIVE
SUITE 680
CHICAGO, IL 60606
United States

Phone: (312)612-6100