MATTERHORN CAPITAL ADVISORS, LLC
CRD #309960 SEC #801-127880 WEST CONSHOHOCKEN, PA 610-940-5303
SEC Registered Private Funds
Total AUM
$331.4M
Discretionary
$331.4M
Employees
11
Clients
0
Accounts
1
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 28, 2025
- 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 |
|---|---|---|---|---|
| MCLAUGHLIN, RYAN, C. | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MCLAUGHLIN, RYAN, C. | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MCLAUGHLIN, RYAN, C. | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MCLAUGHLIN, RYAN, C. | I | CHIEF OPERATING OFFICER | NA | Control |
| MCLAUGHLIN, RYAN, C. | I | CHIEF OPERATING OFFICER | NA | Control |
| MCLAUGHLIN, RYAN, C. | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MCLAUGHLIN, RYAN, C. | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| TREY OTT, LLC | DE | MANAGING MEMBER | E | Control |
| TREY OTT, LLC | DE | MANAGING MEMBER | E | Control |
| TREY OTT, LLC | DE | MANAGING MEMBER | E | Control |
| TREY OTT, LLC | DE | MANAGING MEMBER | E | Control |
| TREY OTT, LLC | DE | MANAGING MEMBER | E | Control |
| TREY OTT, LLC | DE | MANAGING MEMBER | E | Control |
| TREY OTT, LLC | DE | MANAGING MEMBER | E | Control |
| TREY OTT, LLC | DE | MANAGING MEMBER | D | Control |
| MCA ESPRIT DE CORPS, LLC | DE | MEMBER | B | Control |
| COSTIN, WILLIAM, GILMOR | I | MEMBER | A | |
| COSTIN, WILLIAM, GILMOR | I | MEMBER | A | |
| COSTIN, WILLIAM, GILMOR | I | MEMBER | A | |
| COSTIN, WILLIAM, GILMOR | I | MEMBER | A | |
| COSTIN, WILLIAM, GILMOR | I | MEMBER | A | |
| MORSE, PETER, CHRISTOPHER | I | MEMBER | A | |
| MORSE, PETER, CHRISTOPHER | I | MEMBER | A | |
| MORSE, PETER, CHRISTOPHER | I | MEMBER | A | |
| MORSE, PETER, CHRISTOPHER | I | MEMBER | A | |
| MORSE, PETER, CHRISTOPHER | I | MEMBER | A | |
| MORSE, PETER, CHRISTOPHER | I | MEMBER | A | |
| MORSE, PETER, CHRISTOPHER | I | MEMBER | A | |
| MORSE, PETER, CHRISTOPHER | I | MEMBER | A | |
| WORLEY, RICHARD, BROWN | I | MEMBER | A | |
| WORLEY, RICHARD, BROWN | I | MEMBER | A | |
| WORLEY, RICHARD, BROWN | I | MEMBER | A | |
| WORLEY, RICHARD, BROWN | I | MEMBER | A | |
| WORLEY, RICHARD, BROWN | I | MEMBER | A | |
| WORLEY, RICHARD, BROWN | I | MEMBER | A | |
| WORLEY, RICHARD, BROWN | I | MEMBER | A | |
| WORLEY, RICHARD, BROWN | I | MEMBER | A |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| OTT, LOUIS, VERDEN | I | TREY OTT, LLC | E | Control |
| OTT, LOUIS, VERDEN | I | TREY OTT, LLC | E | Control |
| OTT, LOUIS, VERDEN | I | TREY OTT, LLC | E | Control |
| OTT, LOUIS, VERDEN | I | TREY OTT, LLC | E | Control |
| OTT, LOUIS, VERDEN | I | TREY OTT, LLC | E | Control |
| OTT, LOUIS, VERDEN | I | TREY OTT, LLC | E | Control |
| OTT, LOUIS, VERDEN | I | TREY OTT, LLC | E | Control |
Registrations
Federal
IA
Mar 28, 2025 REGISTERED
Address
100 FRONT STREETSUITE 350
WEST CONSHOHOCKEN, PA 19428
United States
Phone: 610-940-5303