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MATRIX CAPITAL MANAGEMENT COMPANY, LP

PORTSMOUTH, NH · CRD 160066 · IAPD ↗ · (603) 956-9151

$2.32BRegulatory AUM
4Advisory reps
7Employees
0Clients
n/aPlanning clients
2Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

35
April 2026 — MATRIX CAPITAL MANAGEMENT COMPANY, LP reported RAUM down 54% ($5.02B -> $2.32B).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
40
April 2026 — MATRIX CAPITAL MANAGEMENT COMPANY, LP shrank from 8 to 4 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
35
April 2025 — MATRIX CAPITAL MANAGEMENT COMPANY, LP reported RAUM down 58% ($12.09B -> $5.02B).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
40
April 2025 — MATRIX CAPITAL MANAGEMENT COMPANY, LP shrank from 10 to 8 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
32
February 2025 — MATRIX CAPITAL MANAGEMENT COMPANY, LP notice-filed in NH.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
35
February 2025 — MATRIX CAPITAL MANAGEMENT COMPANY, LP moved its main office from WALTHAM, MA to PORTSMOUTH, NH.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
40
February 2025 — MATRIX CAPITAL MANAGEMENT COMPANY, LP shrank from 17 to 10 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
40
April 2024 — MATRIX CAPITAL MANAGEMENT COMPANY, LP added office(s): 1 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
56
April 2024 — MATRIX CAPITAL MANAGEMENT COMPANY, LP reported RAUM up 59% ($7.61B -> $12.09B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.