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.
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Owner & Executives
IGOR VULETIC
Principal
- CRD
- #4598710
- Ownership
- 75% or more
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| 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
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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