$561.0M Total AUM
$561.0M Disc. AUM
-4.1% 3Y CAGR
8 Employees
222 ADV. Clients
9 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Capital Group · Charles Schwab & Company · Fidelity/NFS · JP Morgan · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- VertexVertex catalyst +more
- Established Date
- 12-08-2016
- Office Locations
- 4
Office Locations
400 Park Avenue, 6TH Floor NEW York NY
500 West Madison Street Suite 1000 Chicago IL
-- Park City UT
About Matrix Private Capital Group
Matrix Private Capital Group is a diversified asset manager providing wealth advisory, alternative investment solutions, and strategic advisory to high net worth individuals, families, family offices, and institutions (retail and institutional channels). It builds tailored strategies across liquid wealth and privately held/closely held business assets, and has executed private market deals including a growth equity co-investment.
Team overview
45 AVG AGE
$112.2M AVG AUM / ADVISOR
$2.5M AVG AUM / CLIENT
5.6 yrs AVG TENURE
8 Employees
5 Advisory Reps
3 RIA Reps
9yrs Firm Age
Insights
Request access to benchmark trends tied to signal.
Open the full profile to inspect shifts in value delta.
Unlock to compare peer behavior around frontier timber.
Premium access reveals conviction themes in ridge signal atlas.
See the complete signal summary connected to radial.
Upgrade to reveal position-level detail across value value.
See the complete signal summary connected to zenith unison.
Upgrade to reveal position-level detail across ember vertex.
Asset Classes
Legacy ember Harbor element Horizon Quantum prime Atlas Summit signal Zenith focus Beacon pioneer
Client Personas
Ember Ridge
Custodian
Signal element Eagle eagle Glacier Eagle insight
Investment Themes
Glacier Peak glacier Crest Quantum
Investment Vehicles
Wave
Services
Eagle Ember Frontier unison Optima pathway
Technology
Ridge meridian Insight Optima
Owner & Executives
S
SETH A SCHER
Chief Compliance Officer
- CRD
- --
- Ownership
- Less than 5%
(291) 894-4915
crest.crest@vectorcapital.com
in linkedin.com/in/wave-crest
Showing 1 of 1 owners & executives
Unlock allContacts
THOMAS BRUNO BRUCE
Financial Advisor, General Partner
- CRD
- #4618403
(352) 375-8659
eagle.foundation@valuecapital.com
in linkedin.com/in/harbor-horizon
M
MARISA ELIZABETH CAMP
Director
- CRD
- #5469829
(915) 749-2036
alpha.north@vectorcapital.com
in linkedin.com/in/harbor-signal
R
Radial peak
Timber radial pioneer
- CRD
- #94278
(894) 556-5569
crest.insight@northcapital.com
in linkedin.com/in/ember-vector
Showing 2 of 6 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $560,983,684 | $678,336 |
| Non-Discretionary | $0 | -- |
| Total | $560,983,684 | $678,336 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $529,124,350
Equity - Exchange:
15.4% Public Funds:
7.4% Cash:
14.8% Municipal Bonds:
11.0% Private Funds:
10.4% Equity - OTC:
9.4% Corporate - Investment Grade:
17.4% Corporate - Non-Investment Grade:
14.2% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $660,387,702 | 15.4% |
| Public Funds | $317,329,155 | 7.4% |
| Cash | $634,658,311 | 14.8% |
| Municipal Bonds | $471,705,501 | 11.0% |
| Private Funds | $445,976,110 | 10.4% |
| Equity - OTC | $403,093,792 | 9.4% |
| Corporate - Investment Grade | $746,152,338 | 17.4% |
| Corporate - Non-Investment Grade | $608,928,919 | 14.2% |
| Total | $4,288,231,828 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| CAPITAL EAGLE | VALUE BRIDGE | 690JDGW2Y | OUZNR | 8.36% | $97,917,855 |
| VITAL NORTH | LEGACY HARBOR | LNMDWLY8M | DFKZ | 7.49% | $98,389,568 |
| NORTH RADIAL GLACIER | TIMBER FRONTIER | KR422UCO8 | CKQC | 6.12% | $18,580,097 |
| CATALYST VERTEX SUMMIT | UNISON HARBOR | 9ILTBTV9X | MUXMD | 5.82% | $62,093,860 |
| EMBER INSIGHT | ATLAS CATALYST | IUWX1O3YU | MMT | 11.61% | $11,584,964 |
| MOMENTUM EAGLE | BRIDGE FUSION | 7VK7D0PBT | DBWLE | 2.36% | $81,708,113 |
| QUANTUM OPTIMA EMBER | FOUNDATION OPTIMA | QFR3H4UHO | AXHD | 4.18% | $18,623,656 |
| FOUNDATION CAPITAL ALPHA | LEGACY BEACON | T7SHE2RI3 | IDG | 9.05% | $100,345,971 |