CRD: 148920
Matchpoint Capital Management, LLC
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- Custodian
- Fidelity/NFS
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-02-2009
- Office Locations
- 1
Office Locations
About Matchpoint Capital Management, LLC
Matchpoint Capital Management, LLC is an independent fiduciary RIA providing fee-based, unbiased investment management for a limited number of clients (including non-U.S. clients where permitted). Portfolios use liquid, tax-efficient ETF cores complemented by individual stocks, driven by macroeconomic, fundamental, and technical research across sectors, countries, and companies, with strategies tailored to risk tolerance. Client assets are custodied at Fidelity.
Reported data analysis
What the numbers show
Of the latest reported AUM, 73.8% is discretionary and 26.2% is non-discretionary.
The firm reports 1 advisory representatives and 35 clients, or 35 clients per representative. That equates to $1.7M in reported AUM per client.
The profile lists 1 reported office location and 17 years in operation. The source data was last updated on March 19, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Custodian
- Investment Themes
- Investment Vehicles
- Services
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The full Matchpoint Capital Management, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
IGOR VULETIC
Principal
- CRD
- #4598710
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $45,000,000 | -- |
| Non-Discretionary | $16,000,000 | -- |
| Total | $61,000,000 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Matchpoint Capital Management, LLC has reported separately managed account data across 2 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.