Matrix Private Capital Group Llc
- Regulatory AUM
- $561M
- Discretionary
- $561M
- Clients
- 222
- Avg AUM / client
- $2.5M
- Accounts
- 827
- Employees
- 8
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Jul 10, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 84 | $67.7M | 12.1% |
| High net worth individuals | 124 | $383M | 68.2% |
| Pooled investment vehicles (non-investment companies) | 4 | $31.9M | 5.68% |
| Corporations and other businesses | 10 | $78.6M | 14.0% |
Private funds (3)
Reported in Form ADV Section 7.B.(1), filing of Jun 2024 · $15.6M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Matrix Banff Lp | Other Private Fund | Delaware | $10.5M | 18 |
| Matrix Denali Lp | Other Private Fund | Delaware | $3.4M | 35 |
| Matrix Veritas Lp | Other Private Fund | Delaware | $1.7M | 27 |
People (6)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Fuld, Richard, Severin | Trustee | Jan 2010 (17y) | GP / trustee / elected manager of Matrix Investment Holdings Llc (indirect) | |
| Scott Adam Weissman | Member | CFP | Feb 2020 (6y) | ≈ 1.25% – 5% via Mpcg Holdings Llc |
| Scheuer, Marc, Philippe | Member | Jul 2022 (4y) | ≈ 1.25% – 5% via Mpcg Holdings Llc | |
| Scher, Seth, A | Chief Compliance Officer | Feb 2024 (3y) | Less than 5% | |
| Thomas Bruno Bruce | Registered representative | Aug 2019 (7y) | ||
| Marisa Elizabeth Camp | Registered representative | Feb 2020 (6y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Matrix Investment Holdings Llc | Managing Member | Sep 2016 | A | 75% or more |
| Mpcg Holdings Llc | Member | Jul 2022 | A | 5% – 10% |
| Richard S. Fuld, Jr. 2010 Revocable Trust | Managing Member | Apr 2016 | B | ≈ 56.25% – 100% via Matrix Investment Holdings Llc |
Undisclosed: 0% – 20% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Scott Adam Weissman: 25% – 50% of Mpcg Holdings Llc × 5% – 10% direct ≈ 1.25% – 5% of the firm
- Scheuer, Marc, Philippe: 25% – 50% of Mpcg Holdings Llc × 5% – 10% direct ≈ 1.25% – 5% of the firm
- Richard S. Fuld, Jr. 2010 Revocable Trust: 75% – 100% of Matrix Investment Holdings Llc × 75% – 100% direct ≈ 56.25% – 100% of the firm
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.
Private funds (3, $15.6M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Matrix Banff Lp | Other Private Fund | $10.5M | $100K | 18 |
| Matrix Denali Lp | Other Private Fund | $3.4M | $100K | 35 |
| Matrix Veritas Lp | Other Private Fund | $1.7M | $50.0K | 27 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 07/10/2026 | 1.82 MB | 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
- • Performance-based fees
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
Custody
Reported custodians
- Fidelity Brokerage Services $521M (93% of AUM) Jul 2026
- Charles Schwab & Co. $93.0M (14% of AUM) Nov 2022
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 10, 2026.
View current Form ADV (SEC/IAPD) ↗