DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Matthew 25 Management Corp
Latest filing Mar 9, 2026
First filing on the tape Mar 30, 2012 · 16 filings
SEC status approved since Jul 3, 1995
RAUM
$316M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
0.0%
$0 individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
1
1 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
16 filings and snapshots on the tape
RAUM$316M as of Mar 9, 2026
Mar 30, 2012$107M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 9, 2026
Mar 30, 20120 then
Employees (5.A)1 as of Mar 9, 2026
Mar 19, 20131 then
Private funds: no history
RAUM +12% over the last fiscal year+8.8% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Mar 9, 2026; every figure names its basis
- RAUM per advisor
- unknownderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- unknownderivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- unknownderivedHNW RAUM over HNW clients
- Average account
- $316MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- unknownderivedItem 5.A over advisors
- Advisors per office
- unknownderived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- +12%derivedbetween the last two annual amendments
- Advisor growth, one year
- unknownderivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- percentage of assetsreportedItem 5.E
- Advisory activities
- portfolio management for investment companiesreportedItem 5.G
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Investment companies$316M100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 1reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUMreported
- Class basis
- private_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
Left, latest
none on the tape
Joined, latest
none on the tape
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- Anne Lesley Buck · Chief Compliance Officercontrolsince 08/2004 · owns less than 5%
- Mark Mulholland · Presidentcontrolsince 04/1995 · owns 75% or more
Related persons
Schedule D 7.A
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Discretionary RAUM · $282M to $316MMar 19, 2025 to Mar 9, 2026
- RAUM · $282M to $316MMar 19, 2025 to Mar 9, 2026
- Financial planning clients · unset to Mar 12, 2024 to Mar 19, 2025
- HQ city · DRESHER to AMBLERMar 12, 2024 to Mar 19, 2025
- Discretionary RAUM · $289M to $282MMar 12, 2024 to Mar 19, 2025
- RAUM · $289M to $282MMar 12, 2024 to Mar 19, 2025
- Discretionary RAUM · $245M to $289MMar 20, 2023 to Mar 12, 2024
- RAUM · $245M to $289MMar 20, 2023 to Mar 12, 2024
- BD registered reps · 1 to 0Mar 21, 2022 to Mar 20, 2023
- Discretionary RAUM · $376M to $245MMar 21, 2022 to Mar 20, 2023
- RAUM · $376M to $245MMar 21, 2022 to Mar 20, 2023
- Discretionary RAUM · $356M to $376MMar 22, 2021 to Mar 21, 2022
- RAUM · $356M to $376MMar 22, 2021 to Mar 21, 2022
- Discretionary RAUM · $336M to $356MMar 16, 2021 to Mar 22, 2021
- RAUM · $336M to $356MMar 16, 2021 to Mar 22, 2021
- Discretionary RAUM · $218M to $336MMar 22, 2020 to Mar 16, 2021
- RAUM · $218M to $336MMar 22, 2020 to Mar 16, 2021
- Other offices · 1 to 0Mar 27, 2019 to Mar 22, 2020
- Discretionary RAUM · $323M to $218MMar 27, 2019 to Mar 22, 2020
- RAUM · $323M to $218MMar 27, 2019 to Mar 22, 2020
- Discretionary RAUM · $398M to $323MMar 18, 2018 to Mar 27, 2019
- RAUM · $398M to $323MMar 18, 2018 to Mar 27, 2019
- Other offices · unset to 1.0Mar 24, 2017 to Mar 18, 2018
- Discretionary RAUM · $396M to $398MMar 24, 2017 to Mar 18, 2018
- RAUM · $396M to $398MMar 24, 2017 to Mar 18, 2018
- HQ city · JENKINTOWN to DRESHERMar 29, 2016 to Mar 24, 2017
- Discretionary RAUM · $411M to $396MMar 29, 2016 to Mar 24, 2017
- RAUM · $411M to $396MMar 29, 2016 to Mar 24, 2017
- Discretionary RAUM · $837M to $411MMar 30, 2015 to Mar 29, 2016
- RAUM · $837M to $411MMar 30, 2015 to Mar 29, 2016
- Discretionary RAUM · $821M to $837MMar 28, 2014 to Mar 30, 2015
- RAUM · $821M to $837MMar 28, 2014 to Mar 30, 2015
- Discretionary RAUM · $477M to $821MMar 19, 2013 to Mar 28, 2014
- RAUM · $477M to $821MMar 19, 2013 to Mar 28, 2014
- Advisory employees · unset to 1.0Mar 30, 2012 to Mar 19, 2013
- BD registered reps · unset to 1.0Mar 30, 2012 to Mar 19, 2013
- Employees · unset to 1.0Mar 30, 2012 to Mar 19, 2013
- Discretionary RAUM · $107M to $477MMar 30, 2012 to Mar 19, 2013
- RAUM · $107M to $477MMar 30, 2012 to Mar 19, 2013
Signals
3 dated events
- Matthew 25 Management Corp reported RAUM $245.3M, down 35% from $376.4M (2022-03-21 to 2023-03-20)Mar 20, 2023 · RAUM change · derived
- Matthew 25 Management Corp reported RAUM $335.9M, up 54% from $218.1M (2020-03-22 to 2021-03-16)Mar 16, 2021 · RAUM change · derived
- Matthew 25 Management Corp reported RAUM $218.1M, down 32% from $323.0M (2019-03-27 to 2020-03-22)Mar 22, 2020 · RAUM change · derived
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Principal office phone
- 215-884-4458reportedpublic record, Form ADV, Mar 9, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Asset manager (funds and pooled vehicles)deriveda rule over Items 5.D and 7.A
- RAUM per advisor
- n/aderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026