MATTERN CAPITAL MANAGEMENT, LLC
CRD #299342 SEC #801-114522 LAKEWOOD, CO 720-710-2934
SEC Registered
Total AUM
$998.9M
Discretionary
$998.9M
Employees
8
Clients
0
Accounts
1,190
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $998.9M | $998.9M | $0 | 8 | 0 |
| Aug 2024 | $918M | $918M | $0 | 7 | 0 |
| Mar 2024 | $918M | $918M | $0 | 7 | 0 |
| Mar 2023 | $722.4M | $722.4M | $0 | 6 | 1 |
| Jul 2022 | $733.2M | $733.2M | $0 | 5 | 0 |
| Mar 2022 | $733.2M | $733.2M | $0 | 5 | 0 |
| Nov 2021 | $577.9M | $577.9M | $0 | 4 | 2 |
| Mar 2021 | $577.9M | $577.9M | $0 | 4 | 2 |
| Jun 2020 | $506.5M | $506.5M | $0 | 4 | 2 |
| Jun 2020 | $506.5M | $506.5M | $0 | 4 | 2 |
| Mar 2020 | $506.5M | $506.5M | $0 | 4 | 2 |
| Sep 2019 | $472.9M | $472.9M | $0 | 4 | 0 |
| Apr 2019 | $472.9M | $472.9M | $0 | 4 | 0 |
| Feb 2019 | $0 | $0 | $0 | 4 | 0 |
| Nov 2018 | $0 | $0 | $0 | 4 | 0 |
DateMar 2025
Total AUM$998.9M
Discretionary$998.9M
Non-Disc.$0
Employees8
Clients0
DateAug 2024
Total AUM$918M
Discretionary$918M
Non-Disc.$0
Employees7
Clients0
DateMar 2024
Total AUM$918M
Discretionary$918M
Non-Disc.$0
Employees7
Clients0
DateMar 2023
Total AUM$722.4M
Discretionary$722.4M
Non-Disc.$0
Employees6
Clients1
DateJul 2022
Total AUM$733.2M
Discretionary$733.2M
Non-Disc.$0
Employees5
Clients0
DateMar 2022
Total AUM$733.2M
Discretionary$733.2M
Non-Disc.$0
Employees5
Clients0
DateNov 2021
Total AUM$577.9M
Discretionary$577.9M
Non-Disc.$0
Employees4
Clients2
DateMar 2021
Total AUM$577.9M
Discretionary$577.9M
Non-Disc.$0
Employees4
Clients2
DateJun 2020
Total AUM$506.5M
Discretionary$506.5M
Non-Disc.$0
Employees4
Clients2
DateJun 2020
Total AUM$506.5M
Discretionary$506.5M
Non-Disc.$0
Employees4
Clients2
DateMar 2020
Total AUM$506.5M
Discretionary$506.5M
Non-Disc.$0
Employees4
Clients2
DateSep 2019
Total AUM$472.9M
Discretionary$472.9M
Non-Disc.$0
Employees4
Clients0
DateApr 2019
Total AUM$472.9M
Discretionary$472.9M
Non-Disc.$0
Employees4
Clients0
DateFeb 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateNov 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0