AUMdb
M2

Matthew 25 Management Corp

SEC-registered Mutual Fund / Asset Manager · Small ($100M–$1B) CRD 104566 · SEC file 801-49550 · Ambler, PA
☆ Save with Pro ADV data as of Mar 09, 2026
Regulatory AUM
$316M
Discretionary
$316M
Clients
1
Avg AUM / client
$316M
Accounts
1
Employees
1

AUM over time

$107M $837M
Mar 30, 2012 Mar 9, 2026

Reported AUM from Form ADV filings, plotted by filing date · as of Mar 09, 2026

Who they serve

Client typeClientsAUM% of AUM
Investment companies 1 $316M 100.0%

People (2)

NameRole / titleCredentialsWith firm sinceOwnership
Mulholland, Mark President Apr 1995 (31y) 75% or more
Buck, Lesley, Anne Chief Compliance Officer Aug 2004 (22y) Less than 5%

Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.

Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.

Documents (1 archived)

FormPeriodSize
Form ADV (full filing) 03/09/2026 850 KB View · PDF · Source ↗

Archived copies of the firm's regulatory filings, versioned by content hash.

Disciplinary disclosures

No disciplinary events reported on the firm's latest Form ADV filing.

How they charge

  • Percentage of assets under management

Services

  • Portfolio management for investment companies

Custody

Firm reports it does not have custody of client funds or securities (Item 9.A).

No custodian data reported or mined yet.

Source

All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 09, 2026.

View current Form ADV (SEC/IAPD) ↗