SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
Matrix Private Capital Group
Chicago, IL
Matrix Private Capital Group LLC, CRD 285531
Firm filing updated August 19, 2026 ·
- $561MAssets
- 222Clients
- 5Advisory staff
- 827Accounts
Fees and minimums
All fee types on the form
- Percentage of assets under managementYes
- Performance-based feesYes
- Hourly chargesNo
- Fixed feesNo
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
- OtherNo
Who the firm serves
- High net worth individuals124
- Individuals84
- Corporations or other businesses10
- Pooled vehicles4
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| Individuals (other than high net worth) | 84 | $67.7 million |
| High net worth individuals | 124 | $382.9 million |
| Pooled investment vehicles (other than investment companies and business development companies) | 4 | $31.9 million |
| Corporations or other businesses not listed above | 10 | $78.6 million |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
See all 4 services
- Selection of other advisors (including private fund managers)
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisors (including private fund managers)
Assets and accounts
- Regulatory assets$561.0 million
- Accounts827
- DiscretionaryAll accounts
People
- Employees8
- Advisory staff5
- Broker-dealer reps0
- Licensed insurance agents0
Advisors
3 advisors with a profile on Advisable
Listed A to Z by last name. Not a ranking.
Registration details
- Legal name: Matrix Private Capital Group LLC SEC-registered investment advisor. CRD 285531, SEC file 801-108654.
- Registered with the SEC as an investment advisor (status date on record: December 8, 2016).
Is Matrix Private Capital Group a fiduciary?
Short answer: Matrix Private Capital Group is registered with the SEC as an investment advisor.
More detail
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
The firm does not report commissions, a broker-dealer role, a related broker-dealer, or staff who are broker-dealer representatives.
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.