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TENSOR EDGE CAPITAL, LLC

BOSTON, MA · CRD 335633 · IAPD ↗ · 617-468-6054

$584.8MRegulatory AUM
5Advisory reps
9Employees
0Clients
n/aPlanning clients
1Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

55
April 2026 — TENSOR EDGE CAPITAL, LLC crossed $500M in regulatory AUM ($109.5M -> $584.8M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
55
April 2026 — TENSOR EDGE CAPITAL, LLC grew from 3 to 5 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
40
December 2025 — MATRIX CAPITAL PARTNERS, LLC is now doing business as TENSOR EDGE CAPITAL, LLC.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
50
December 2025 — TENSOR EDGE CAPITAL, LLC now reports custody of client assets ($219.1M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
55
December 2025 — TENSOR EDGE CAPITAL, LLC now reports 1 private fund(s) ($109.5M gross).
Firm reports private funds for the first time.
Fund administrationCompliance
85
July 2025 — MATRIX CAPITAL PARTNERS, LLC (WESTON, MA) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 3 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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