MATCH GRADE ADVISORS, LLC
Legal name: MATCH GRADE ADVISORS
CRD #299181 SEC #801-114348 GREENVILLE, SC 864-250-0661
SEC Registered
Total AUM
$361M
Discretionary
$361M
Employees
5
Clients
0
Accounts
1,037
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $361M | $361M | $0 | 5 | 0 |
| Mar 2024 | $279.3M | $255.7M | $23.5M | 5 | 0 |
| Mar 2023 | $214.9M | $198.1M | $16.8M | 5 | 0 |
| Apr 2022 | $223.3M | $176.1M | $47.2M | 5 | 0 |
| Mar 2022 | $223.3M | $176.1M | $47.2M | 5 | 0 |
| Aug 2021 | $176.9M | $121.5M | $55.5M | 5 | 0 |
| Aug 2021 | $176.9M | $121.5M | $55.5M | 5 | 0 |
| Jun 2021 | $176.9M | $121.5M | $55.5M | 3 | 0 |
| May 2021 | $176.9M | $121.5M | $55.5M | 3 | 0 |
| May 2021 | $176.9M | $121.5M | $55.5M | 3 | 0 |
| Apr 2021 | $176.9M | $121.5M | $55.5M | 3 | 0 |
| Mar 2021 | $176.9M | $121.5M | $55.5M | 2 | 0 |
| Dec 2020 | $144.5M | $30.7M | $113.8M | 2 | 0 |
| May 2020 | $144.5M | $30.7M | $113.8M | 2 | 0 |
| Dec 2019 | $140.1M | $33M | $107.1M | 2 | 0 |
| Jan 2019 | $140.1M | $33M | $107.1M | 2 | 0 |
| Jan 2019 | $140.1M | $33M | $107.1M | 2 | 0 |
| Nov 2018 | $140.1M | $33M | $107.1M | 2 | 0 |
| Nov 2018 | $140.1M | $33M | $107.1M | 2 | 0 |
| Oct 2018 | $140.1M | $33M | $107.1M | 2 | 0 |
DateMar 2025
Total AUM$361M
Discretionary$361M
Non-Disc.$0
Employees5
Clients0
DateMar 2024
Total AUM$279.3M
Discretionary$255.7M
Non-Disc.$23.5M
Employees5
Clients0
DateMar 2023
Total AUM$214.9M
Discretionary$198.1M
Non-Disc.$16.8M
Employees5
Clients0
DateApr 2022
Total AUM$223.3M
Discretionary$176.1M
Non-Disc.$47.2M
Employees5
Clients0
DateMar 2022
Total AUM$223.3M
Discretionary$176.1M
Non-Disc.$47.2M
Employees5
Clients0
DateAug 2021
Total AUM$176.9M
Discretionary$121.5M
Non-Disc.$55.5M
Employees5
Clients0
DateAug 2021
Total AUM$176.9M
Discretionary$121.5M
Non-Disc.$55.5M
Employees5
Clients0
DateJun 2021
Total AUM$176.9M
Discretionary$121.5M
Non-Disc.$55.5M
Employees3
Clients0
DateMay 2021
Total AUM$176.9M
Discretionary$121.5M
Non-Disc.$55.5M
Employees3
Clients0
DateMay 2021
Total AUM$176.9M
Discretionary$121.5M
Non-Disc.$55.5M
Employees3
Clients0
DateApr 2021
Total AUM$176.9M
Discretionary$121.5M
Non-Disc.$55.5M
Employees3
Clients0
DateMar 2021
Total AUM$176.9M
Discretionary$121.5M
Non-Disc.$55.5M
Employees2
Clients0
DateDec 2020
Total AUM$144.5M
Discretionary$30.7M
Non-Disc.$113.8M
Employees2
Clients0
DateMay 2020
Total AUM$144.5M
Discretionary$30.7M
Non-Disc.$113.8M
Employees2
Clients0
DateDec 2019
Total AUM$140.1M
Discretionary$33M
Non-Disc.$107.1M
Employees2
Clients0
DateJan 2019
Total AUM$140.1M
Discretionary$33M
Non-Disc.$107.1M
Employees2
Clients0
DateJan 2019
Total AUM$140.1M
Discretionary$33M
Non-Disc.$107.1M
Employees2
Clients0
DateNov 2018
Total AUM$140.1M
Discretionary$33M
Non-Disc.$107.1M
Employees2
Clients0
DateNov 2018
Total AUM$140.1M
Discretionary$33M
Non-Disc.$107.1M
Employees2
Clients0
DateOct 2018
Total AUM$140.1M
Discretionary$33M
Non-Disc.$107.1M
Employees2
Clients0