This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Adviser

MATRIX WEALTH ADVISORS, INC.CRD 109873

Fund type

MULTIPLE STRATEGIES

Latest reported GAV

$4.7Mgross asset value on Schedule D 7.B(1), as of 2018-06-26; never fund size

Peak reported GAV

$11.8M

Beneficial owners

64

Minimum investment

$100,000

Owned by the adviser

100%

Owned by funds of funds

0%

Owned by non-US persons

0%

Clients solicited

no

Form D file number

021-113947an SEC offering identifier; the Form D vehicle on the venture or private equity graph is linked above when the identity layer has it

Organised in

North Carolina, United States

First reported

Mar 28, 2012

Last reported

Jun 26, 2018fund reporting on the SEC extract ends 2024-12-31

Filings reporting it

10

Fund id

805-5193384171

Graph

RIA / Wealth Management

Canonical id

dfx:ria:88d2aed5-441c-8bf9-da43-48183e0d71d2

First observed

Mar 28, 2012

Last observed

Jun 26, 2018 100 months ago

Source families

Federal regulator filings

1 registered feed 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.