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Private equityFirmhybrid manager · probableunsized

Matterhorn Capital Advisors, LLC

Private Equity

West Conshohocken, PA

Get easy, customized and flexible debt financing solutions from Matterhorn Capital Partners. Contact us today for expert financial support.

This is the graph view. The full profile, with its team, deals and sources, is on Private Equity.Open the full profile →

Search this name across graphsid dfx:pe:d454733a-9a7a-4ddf-aa88-69031a0c84e0

Data as of Sep 17, 2026 (this record's last observation) from federal regulator filings, firm and issuer disclosures. Page built Sep 19, 2026, 5:26 AM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 4
On other graphs: 1
Observed: Sep 13, 2026 to Sep 17, 2026
30 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

RIA / Wealth Managementidentity

MATTERHORN CAPITAL ADVISORS, LLC

Registered adviser · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Funds: 1
PE funds: 0
Regulatory AUM: $260M
Investments: 0
Active investments: 0
Size band: UNSIZEDderivedno Private Equity Fund GAV on a filing from 2021 or later
Stated sectors: real_estate,industrials,hospitality_leisure
Latest ADV filing: May 30, 2024
Employees (ADV): 7
Website: matterhorncapitalpartners.com

Funds

Fund	Vintage	Lifecycle	ADV type	Form D sold	GAV	LPs
Matterhorn Capital Partners, LP	n/a	Active deployment	Hedge Fund	n/a	$260M	0

Relationships

Employs (5)

→ Richard Brown WorleyPersonMember
Jan 1, 2020 to presentfactForm ADV
→ Peter Christopher MorsePersonMember
Jan 1, 2020 to presentfactForm ADV
→ Louis Verden OttPersonManaging Member
Jan 1, 2020 to presentfactForm ADV
→ Ryan C. MclaughlinPersonChief Compliance Officer
Jun 1, 2020 to presentfactForm ADV
→ William Gilmor CostinPersonMember
Jan 1, 2020 to Mar 27, 2024inferenceForm ADV

Manages (1)

→ Matterhorn Capital Partners, LPFundPrivate Equity Fund
Jun 30, 2020 to presentfactForm ADV

Owns (1)

← Trey Ott, LLCFirmManaging Member
Jan 1, 2020 to presentfactForm ADV

Dated events

1 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
Mar 27, 2024
Person left
William Gilmor Costin (Member) no longer on Schedule A of Matterhorn Capital Advisors, LLC
Form ADVobserved 5 days ago
Occurred
Jun 30, 2020
Adviser first adv filing
Matterhorn Capital Advisors, LLC first filed Form ADV in the extract (ERA)
Form ADVobserved 5 days ago
Occurred
Jun 1, 2020
Person joined
Ryan C. Mclaughlin joined Schedule A of Matterhorn Capital Advisors, LLC as Chief Operating Officer
Form ADVobserved 5 days ago

Show 1 bookkeeping events

Occurred
Jun 30, 2020
Matterhorn Capital Partners, LP first reported on Form ADV by Matterhorn Capital Advisors, LLC (Private Equity Fund)

Who to call

the organisation, the role and the published line, with the filing or website that published it; revealed to signed-in accounts

The firm's published line

Revealable: 1 business phone (Form ADV), 1 office address (Form ADV), 1 website (Form ADV) · as of 2026-09-13

Also named here, with no published line of their own (reach them through the firm): Richard Brown Worley (Member), Peter Christopher Morse (Member), Louis Verden Ott (Managing Member), Ryan C. Mclaughlin (Chief Compliance Officer).

Who to call is the organisation, the person's role and the line they published themselves: a business phone, office address, website or profile link from Form ADV, Form 13F or their own website, with that source named on every value. The counts above are what a reveal returns; a personal email is rarely published, so most reveals are the firm's line. Never data bought from a provider, never anything personal. Reveals by plan

Provenance

Graph: Private Equity
Canonical id: dfx:pe:d454733a-9a7a-4ddf-aa88-69031a0c84e0
First observed: Sep 13, 2026
Last observed: Sep 17, 2026 39 h ago
Source families: Federal regulator filings, Firm and issuer disclosures
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

Matterhorn Capital Advisors, LLC

Private Equity

West Conshohocken, PA

Get easy, customized and flexible debt financing solutions from Matterhorn Capital Partners. Contact us today for expert financial support.

This is the graph view. The full profile, with its team, deals and sources, is on Private Equity.Open the full profile →

Search this name across graphsid dfx:pe:d454733a-9a7a-4ddf-aa88-69031a0c84e0

Data as of Sep 17, 2026 (this record's last observation) from federal regulator filings, firm and issuer disclosures. Page built Sep 19, 2026, 5:26 AM UTC and rebuilt at most every 15 minutes.

Fund

Vintage

Lifecycle

ADV type

Form D sold

GAV

LPs

Matterhorn Capital Partners, LP

n/a

Active deployment

Hedge Fund

n/a

$260M