RIA Intelligence

MATRIX CAPITAL PARTNERS, LLC

CRD #335633 SEC #801-132977 617-468-6054
SEC Registered Private Funds
Total AUM
$109.5M
Discretionary
$109.5M
Employees
6
Clients
--
Accounts
2

Firm Details

Organization Type
Limited Liability Company
State of Formation
Delaware
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Sep 22, 2025
Branch Offices
0
LEI
254900564DNM3HH14366

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
PLUMER, ROBERT, JAMESIDIRECTOR OF FINANCE AND OPERATIONS, CHIEF COMPLIANCE OFFICERNA Control
PLUMER, ROBERT, JAMESIDIRECTOR OF FINANCE AND OPERATIONS, CHIEF COMPLIANCE OFFICERNA Control
Plumer, RobertIDIRECTOR OF FINANCE AND OPERATIONS, CHIEF COMPLIANCE OFFICERNA Control
SHAH, ROMIT, JITENDRAIMANAGING GENERAL PARTNERE Control
SHAH, ROMIT, JITENDRAIMANAGING GENERAL PARTNERE Control
SHAH, ROMIT, JITENDRAIMANAGING GENERAL PARTNER; MEMBERE Control
Munda, GalIMEMBERB Control
PFJ ACORN TRUST IDEMEMBERA
THE FERRI GRANDCHILDEN'S TRUSTDEMEMBERA

Registrations

Federal

IA
Sep 22, 2025 REGISTERED

Address


Phone: 617-468-6054