MATTERHORN CAPITAL MANAGEMENT, LLC
CRD #133766 SEC #801-67876 SAN ANTONIO, TX 210.694.4329
SEC Registered
Total AUM
$417.5M
Discretionary
$417.5M
Employees
9
Clients
1
Accounts
451
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2016 | $420.5M | $420.5M | $0 | 7 | 26 |
| Dec 2015 | $417.5M | $417.5M | $0 | 9 | 132 |
| Aug 2015 | $454.1M | $454.1M | $0 | 8 | 132 |
| Mar 2015 | $454.1M | $454.1M | $0 | 8 | 132 |
| Aug 2014 | $432.7M | $432.7M | $0 | 8 | 112 |
| Jul 2014 | $436.3M | $436.3M | $0 | 8 | 112 |
| Apr 2014 | $404M | $404M | $0 | 7 | 112 |
| Apr 2014 | $404M | $404M | $0 | 7 | 112 |
| Mar 2014 | $404M | $404M | $0 | 7 | 112 |
| Nov 2013 | $364M | $364M | $0 | 5 | 100 |
| Oct 2013 | $364M | $364M | $0 | 5 | 100 |
| May 2013 | $312.8M | $312.8M | $0 | 5 | 100 |
| Feb 2013 | $312.8M | $312.8M | $0 | 6 | 100 |
| Jun 2012 | $230.4M | $230.4M | $0 | 1 | 26 |
| Mar 2012 | $187.9M | $187.9M | $0 | 1 | 26 |
| Mar 2012 | $187.9M | $187.9M | $0 | 1 | 26 |
| Apr 2011 | $145.8M | $145.8M | $0 | 5 | -- |
| Mar 2011 | $145.8M | $145.8M | $0 | 5 | -- |
| Mar 2009 | $94M | $94M | $0 | 5 | -- |
| Mar 2008 | $65.3M | $64.6M | $717.5K | 5 | -- |
| Oct 2007 | $51.3M | $50.3M | $1M | 5 | -- |
| Oct 2007 | $51.3M | $50.3M | $1M | 5 | -- |
| Apr 2007 | $27M | $25.8M | $1.2M | 5 | -- |
DateFeb 2016
Total AUM$420.5M
Discretionary$420.5M
Non-Disc.$0
Employees7
Clients26
DateDec 2015
Total AUM$417.5M
Discretionary$417.5M
Non-Disc.$0
Employees9
Clients132
DateAug 2015
Total AUM$454.1M
Discretionary$454.1M
Non-Disc.$0
Employees8
Clients132
DateMar 2015
Total AUM$454.1M
Discretionary$454.1M
Non-Disc.$0
Employees8
Clients132
DateAug 2014
Total AUM$432.7M
Discretionary$432.7M
Non-Disc.$0
Employees8
Clients112
DateJul 2014
Total AUM$436.3M
Discretionary$436.3M
Non-Disc.$0
Employees8
Clients112
DateApr 2014
Total AUM$404M
Discretionary$404M
Non-Disc.$0
Employees7
Clients112
DateApr 2014
Total AUM$404M
Discretionary$404M
Non-Disc.$0
Employees7
Clients112
DateMar 2014
Total AUM$404M
Discretionary$404M
Non-Disc.$0
Employees7
Clients112
DateNov 2013
Total AUM$364M
Discretionary$364M
Non-Disc.$0
Employees5
Clients100
DateOct 2013
Total AUM$364M
Discretionary$364M
Non-Disc.$0
Employees5
Clients100
DateMay 2013
Total AUM$312.8M
Discretionary$312.8M
Non-Disc.$0
Employees5
Clients100
DateFeb 2013
Total AUM$312.8M
Discretionary$312.8M
Non-Disc.$0
Employees6
Clients100
DateJun 2012
Total AUM$230.4M
Discretionary$230.4M
Non-Disc.$0
Employees1
Clients26
DateMar 2012
Total AUM$187.9M
Discretionary$187.9M
Non-Disc.$0
Employees1
Clients26
DateMar 2012
Total AUM$187.9M
Discretionary$187.9M
Non-Disc.$0
Employees1
Clients26
DateApr 2011
Total AUM$145.8M
Discretionary$145.8M
Non-Disc.$0
Employees5
Clients--
DateMar 2011
Total AUM$145.8M
Discretionary$145.8M
Non-Disc.$0
Employees5
Clients--
DateMar 2009
Total AUM$94M
Discretionary$94M
Non-Disc.$0
Employees5
Clients--
DateMar 2008
Total AUM$65.3M
Discretionary$64.6M
Non-Disc.$717.5K
Employees5
Clients--
DateOct 2007
Total AUM$51.3M
Discretionary$50.3M
Non-Disc.$1M
Employees5
Clients--
DateOct 2007
Total AUM$51.3M
Discretionary$50.3M
Non-Disc.$1M
Employees5
Clients--
DateApr 2007
Total AUM$27M
Discretionary$25.8M
Non-Disc.$1.2M
Employees5
Clients--