MATRIX GROUP OF FUNDS, LLC
CRD #132853 SEC #801-63791 MANCHESTER CENTER, VT 802-362-5639
SEC Registered
Total AUM
$30.4M
Discretionary
$30M
Employees
5
Clients
10
Accounts
144
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- --
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Feb 25, 2009
- 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 |
|---|---|---|---|---|
| BERTI, RONALD, EDMUND | I | CHIEF COMPLIANCE OFFICER | NA | |
| BERTI, RONALD, EDMUND | I | CHIEF COMPLIANCE OFFICER | NA | |
| BERTI, RONALD, EDMUND | I | CHIEF COMPLIANCE OFFICER | NA | |
| BERTI, RONALD, EDMUND | I | CHIEF COMPLIANCE OFFICER | NA | |
| PATNAUDE, KAREN, SANDERS | I | CHIEF OPERATING OFFICER | NA | Control |
| PATNAUDE, KAREN, SANDERS | I | CHIEF OPERATING OFFICER | NA | Control |
| PATNAUDE, KAREN, SANDERS | I | CHIEF OPERATING OFFICER | NA | Control |
| PATNAUDE, KAREN, SANDERS | I | CHIEF OPERATING OFFICER | NA | Control |
| IHASZ, ADAM, OLIVER | I | PRESIDENT/MANAGER | C | Control |
| IHASZ, ADAM, OLIVER | I | PRESIDENT/MANAGER | C | Control |
| IHASZ, ADAM, OLIVER | I | PRESIDENT/MANAGER | C | Control |
| IHASZ, CATHLEEN, M. | I | PRESIDENT/MANAGER | C | Control |
| IHASZ, CATHLEEN, M. | I | MANAGER | B | Control |
| IHASZ, CATHLEEN, M. | I | MANAGER | B | Control |
| IHASZ, CATHLEEN, M. | I | MANAGER | B | Control |
Registrations
Federal
IA
Feb 25, 2009 REGISTERED
Notice Filings (3)
NY PA VT
Address
7190 MAIN STREET-BOX 1584MANCHESTER CENTER, VT 05255-1584
United States
Phone: 802-362-5639