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

Matrix Private Capital Group

Independent wealth managerChicago, IllinoisCRD 285531SEC 801-108654website IAPD

Legal name Matrix Private Capital Group LLC

Latest filing Aug 19, 2026

First filing on the tape Nov 4, 2016 · 33 filings

SEC status approved since Dec 8, 2016

RAUM

$561M

reported, Item 5.F

Discretionary

100%

of RAUM

Private clients

80%

$451M individuals and HNW

Advisors

registered through the firm on IAPD

RAUM per advisor

$187M

derived; firm RAUM over IAPD count

Employees

5 advisory (5.B.1)

Offices

beyond the principal office

Private funds

reported on Schedule D

History

33 filings and snapshots on the tape

RAUM$561M as of Aug 19, 2026

Mar 27, 2017$0 then

HNW client RAUM$383M as of Aug 19, 2026

Mar 28, 2018$111M then

State-registered IARs (5.B.3)3 as of Aug 19, 2026

Mar 27, 20170 then

Employees (5.A)8 as of Aug 19, 2026

Mar 27, 20172 then

Private funds4 as of Aug 19, 2026

Mar 28, 20181 then

RAUM +13% over the last fiscal year+2.8% a year over threeIARs 3 to 3

Practice profile

derived from the filing of Aug 19, 2026; every figure names its basis

Archetypes, each a printed rule

HNW wealth manager · private-client share of RAUM at least 50 percent and HNW share of private-client RAUM 50 to 90 percent
RIA with private funds · a wealth manager (private-client share at least 50 percent) that reports at least one private fund on Schedule D 7.B.(1)

RAUM per advisor: $187MderivedRAUM over IAPD advisors; not a book size
Clients per advisor: 69derivedindividual and HNW clients (5.D) over advisors
Average HNW client: $3.1MderivedHNW RAUM over HNW clients
Average account: $678,336derivedRAUM over accounts (5.F.2.f)
Discretionary: 100%derivedof RAUM
Institutional: 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
Employees per advisor: 2.7derivedItem 5.A over advisors
Advisors per office: 0.8derived4 offices incl. principal (1.F.5)
RAUM growth, one year: +13%derivedbetween the last two annual amendments
Advisor growth, one year: +0.0%derivedItem 5.B.3 between annual amendments
Client growth, one year: +10%derived
Compensation: percentage of assets, performance-basedreportedItem 5.E
Advisory activities: portfolio management for individuals, portfolio management for businesses and institutions, portfolio management for pooled vehicles, selection of other advisersreportedItem 5.G
Custody: $202M, 155 clientsreportedItem 9.A
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

buys or sells securities as principal to or from clients (8.A.2)
has discretionary authority over which securities are bought or sold (8.C.1)
has custody of client cash or bank accounts (9.A.1.a)
has custody of client securities (9.A.1.b)
a related person has custody of client cash (9.B.1.a)
a related person has custody of client securities (9.B.1.b)

Where the RAUM sits

Form ADV Item 5.D, latest filing

High-net-worth individuals$383M68%
Corporations and businesses$78.6M14%
Individuals$67.7M12%
Pooled investment vehicles$31.9M5.7%

Individual clients: 84reported
HNW clients: 124reported
Pension plan clients: n/areported
Charitable clients: n/areported
Accounts: 827reported
Financial planning clients: reported
Wrap fee programs: noreported
Custody of client assets: $202M for 155 clientsreported
Compensation: % of AUM, performancereported
Class basis: private_client_share=0.8 fund_share=0.06 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0derived

Advisors registered through the firm

3 on IAPD today, longest tenure first

Name	Branch	Here since	In industry	Prior firms
Thomas Bruno Bruce	Chicago, Il	Aug 14, 2019	23 y	3
Marisa Elizabeth Camp	Chicago, Il	Feb 11, 2020	18 y	2
Scott Adam WeissmanCertified Financial Planner	Park City, Ut	Feb 24, 2020	29 y	3

Advisor movement

0 left, 0 joined in 12 months

net 0 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount1 left over 36 months

Left, latest

Lance Matthew Bryan to Cary Street Partners
Nov 3, 2023 · RIA to affiliated broker-dealer or bank
Matthew Lawrence Rubin to Anchorcove Partners
Nov 28, 2022 · RIA to a newly registered adviser
Michelle Rey Lutein to Resnick Wealth Alliance, LLC
Jul 1, 2022 · RIA to RIA
Monte Ivan Resnick to Resnick Wealth Alliance, LLC
Jul 1, 2022 · RIA to RIA
Ryan James Tunnell to U.S. Bancorp Advisors, LLC
Aug 24, 2020 · RIA to affiliated broker-dealer or bank

Joined, latest

Scott Adam Weissman from Morgan Stanley
Feb 24, 2020 · Wirehouse to independent RIA
Marisa Elizabeth Camp from Cresset Asset Management, LLC
Feb 11, 2020 · RIA to RIA
Thomas Bruno Bruce from Morgan Stanley
Aug 14, 2019 · Wirehouse to independent RIA
Ryan James Tunnell from RBC Rochdale, LLC
Dec 21, 2018 · Affiliated broker-dealer or bank to independent RIA
Lance Matthew Bryan from Neuberger Berman Bd LLC
Nov 29, 2017 · Other
Michelle Rey Lutein from Certuity, LLC
Oct 20, 2017 · Other
Monte Ivan Resnick from Certuity, LLC
Aug 16, 2017 · Other

Every departure Every arrival

Teams: two or more advisors moving together within fourteen days, from one state

2 left for Resnick Wealth Alliance, LLC
Jul 1, 2022 · West Palm Beach, Fl

2 joined from Morgan Stanley
Apr 30, 2019 · Chicago, Il
2 joined from Certuity, LLC
Aug 9, 2017 · North Palm Beach, Fl

Teams out Teams in

Private funds

4 reported on Schedule D 7.B.(1)

Fund	Type	Gross assets	Owners	First reported
Matrix Banff LP	Other Private Fund	$10.5M	18	Mar 28, 2019
Matrix Highline LPno longer reported	Hedge Fund	$10.4M	14	Jan 26, 2018
Matrix Denali LP	Other Private Fund	$3.4M	35	Mar 26, 2024
Matrix Veritas LP	Other Private Fund	$1.7M	27	Mar 30, 2020

Owners and control persons

Schedule A and B, latest filing

A Seth Scher · Chief Compliance Officercontrol
since 02/2024 · owns less than 5%
Severin Richard Fuld · Trusteecontrol
since 01/2010 · owns F of Matrix Investment Holdings LLC
Philippe Marc Scheuer · Member
since 07/2022 · owns 25% to 50% of Mpcg Holdings LLC
Adam Scott Weissman · Member
since 07/2022 · owns 25% to 50% of Mpcg Holdings LLC

Entity owners

Matrix Investment Holdings LLC · Managing Member
direct · owns 75% or more
Richard S. Fuld, Jr. 2010 Revocable Trust · Managing Member
indirect · owns 75% or more of Matrix Investment Holdings LLC
Mpcg Holdings LLC · Member
direct · owns 5% to 10%

Related persons

Schedule D 7.A

Matrix Banff Gp LLC
pooled vehicle sponsory
Matrix Denali Gp LLC
pooled vehicle sponsory
Matrix Veritas Gp LLC
pooled vehicle sponsory

Office movement

IAPD branch city; joins and departures in 12 months

Office	Advisors	Joined	Left	Teams out	Forming
Chicago, Il · principal	3	0	0
Newport Beach, Ca	0	0	0

Offices

Schedule D 1.F, the 25 largest

Chicago, IL1 employees
, 1 employees

What changed

consecutive filings, newest first

Accounts · 830 to 827
Apr 9, 2025 to Mar 27, 2026
Advisory employees · 3 to 5
Apr 9, 2025 to Mar 27, 2026
HNW clients · 118 to 124
Apr 9, 2025 to Mar 27, 2026
Individual clients · 71 to 84
Apr 9, 2025 to Mar 27, 2026
Pooled vehicle clients · 3 to 4
Apr 9, 2025 to Mar 27, 2026
Assets in custody · $181M to $202M
Apr 9, 2025 to Mar 27, 2026
Employees · 10 to 8
Apr 9, 2025 to Mar 27, 2026
HQ city · NEW YORK to CHICAGO
Apr 9, 2025 to Mar 27, 2026
HQ state · NY to IL
Apr 9, 2025 to Mar 27, 2026
Private funds · 3 to 4
Apr 9, 2025 to Mar 27, 2026
Discretionary RAUM · $495M to $561M
Apr 9, 2025 to Mar 27, 2026
HNW RAUM · $382M to $383M
Apr 9, 2025 to Mar 27, 2026
Individual RAUM · $35.5M to $67.7M
Apr 9, 2025 to Mar 27, 2026
Pooled vehicle RAUM · $19.2M to $31.9M
Apr 9, 2025 to Mar 27, 2026
RAUM · $495M to $561M
Apr 9, 2025 to Mar 27, 2026
Accounts · 839 to 830
Jun 26, 2024 to Apr 9, 2025
Advisory employees · 7 to 3
Jun 26, 2024 to Apr 9, 2025
Corporate clients · 8 to 10
Jun 26, 2024 to Apr 9, 2025
HNW clients · 103 to 118
Jun 26, 2024 to Apr 9, 2025
Individual clients · 26 to 71
Jun 26, 2024 to Apr 9, 2025
Assets in custody · $156M to $181M
Jun 26, 2024 to Apr 9, 2025
Financial planning clients · unset to
Jun 26, 2024 to Apr 9, 2025
Discretionary RAUM · $447M to $495M
Jun 26, 2024 to Apr 9, 2025
HNW RAUM · $368M to $382M
Jun 26, 2024 to Apr 9, 2025
Individual RAUM · $17.0M to $35.5M
Jun 26, 2024 to Apr 9, 2025
Pooled vehicle RAUM · $15.6M to $19.2M
Jun 26, 2024 to Apr 9, 2025
RAUM · $447M to $495M
Jun 26, 2024 to Apr 9, 2025
Accounts · 1,006 to 839
Nov 3, 2023 to Mar 26, 2024
Advisory employees · 10 to 7
Nov 3, 2023 to Mar 26, 2024
Advisory activities · 5 to 4
Nov 3, 2023 to Mar 26, 2024
Corporate clients · 9 to 8
Nov 3, 2023 to Mar 26, 2024
HNW clients · 123 to 103
Nov 3, 2023 to Mar 26, 2024
Individual clients · 58 to 26
Nov 3, 2023 to Mar 26, 2024
Pooled vehicle clients · 2 to 3
Nov 3, 2023 to Mar 26, 2024
Assets in custody · $149M to $156M
Nov 3, 2023 to Mar 26, 2024
Employees · 14 to 10
Nov 3, 2023 to Mar 26, 2024
State-registered IARs · 6 to 3
Nov 3, 2023 to Mar 26, 2024
Private funds · 2 to 3
Nov 3, 2023 to Mar 26, 2024
Discretionary RAUM · $516M to $447M
Nov 3, 2023 to Mar 26, 2024
HNW RAUM · $428M to $368M
Nov 3, 2023 to Mar 26, 2024

Signals

12 dated events

Keith Richard Kravitz (Chief Compliance Officer, Chief Financial Officer) no longer on Schedule A of Matrix Private Capital Group (listed 2023-11-03, absent 2024-03-26)
Mar 26, 2024 · Control person left · inference
A Seth Scher (Chief Compliance Officer) appeared on Schedule A of Matrix Private Capital Group
Mar 26, 2024 · Control person joined · fact
Lance Matthew Bryan left Matrix Private Capital Group for Cary Street Partners (registered 2023-10-27)
Nov 3, 2023 · Advisor changed firm · fact
Matthew Lawrence Rubin left Matrix Private Capital Group for Anchorcove Partners (registered 2023-02-17)
Nov 28, 2022 · Advisor changed firm · fact
Matthew Rubin (Manager) no longer on Schedule A of Matrix Private Capital Group (listed 2022-07-08, absent 2022-11-09)
Nov 9, 2022 · Control person left · inference
2 advisors left Matrix Private Capital Group (West Palm Beach, FL) for Resnick Wealth Alliance, LLC on the same day
Jul 1, 2022 · Team lift-out · derived
Michelle Rey Lutein left Matrix Private Capital Group for Resnick Wealth Alliance, Llc (registered 2025-01-01)
Jul 1, 2022 · Advisor changed firm · fact
Monte Ivan Resnick left Matrix Private Capital Group for Resnick Wealth Alliance, Llc (registered 2025-01-01)
Jul 1, 2022 · Advisor changed firm · fact
Matrix Private Capital Group reported RAUM $449.4M, up 99% from $226.2M (2020-02-12 to 2020-03-30)
Mar 30, 2020 · RAUM change · derived
Keith Richard Kravitz (Chief Compliance Officer) appeared on Schedule A of Matrix Private Capital Group
Aug 16, 2019 · Control person joined · fact
Reed Justin Gaines (Manager / Chief Compliance Officer) no longer on Schedule A of Matrix Private Capital Group (listed 2019-03-28, absent 2019-08-16)
Aug 16, 2019 · Control person left · inference
Matrix Investment Management Llc filed its initial SEC registration (Form ADV)
Nov 4, 2016 · First SEC registration · fact

Across DFX

shared identifiers only, never a name match

Matrix Private Capital Group · Independent Sponsors
shared crd · capital_provider

How to reach

public business contact points only, each with its source

Business phone: 212-254-4876reportedpublished by the firm, firm site, Sep 17, 2026
Business phone: 312-736-9572reportedpublished by the firm, firm site, Sep 17, 2026
Firm profile: linkedin.com/company/matrixpcgreportedpublic record, Form ADV, Sep 17, 2026
Website: MATRIXPCG.COMreportedpublic record, Form ADV, Sep 17, 2026
Principal office phone: 312-736-9572reportedpublic record, Form ADV, Aug 19, 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: Independent wealth managerderiveda rule over Items 5.D and 7.A
RAUM per advisor: $187Mderivedfirm RAUM over the IAPD count; not a book size
Loaded: Sep 14, 2026