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- Custodian
- Charles Schwab & Company · Fidelity/NFS · Pershing
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 02-24-2025
- Office Locations
- 1
Office Locations
About Matters Capital LLC
Matters Capital is a fiduciary RIA providing bespoke wealth management for family enterprises and globally connected wealthy families. Services include portfolio advice, succession and governance planning, family dynamics support, operational efficiency, and philanthropy strategy (with 1st Philanthropy). The firm pursues public and private-market opportunities, including real estate, private credit, and venture/growth, supported by GFG’s operational platform and leadership with institutional backgrounds such as Goldman Sachs and Citigroup.
Reported data analysis
What the numbers show
Between July 15, 2025 and June 1, 2026, reported AUM increased 70.3%, from $174.3M to $296.8M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 2 advisory representatives and 10 clients, or 5 clients per representative. That equates to $29.7M in reported AUM per client.
The profile lists 1 reported office location and 1 years in operation. The source data was last updated on June 1, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Accredited Investors
- Asset Classes
- Client Personas
- Custodian
- Industry Interests
- Investment Themes
- Investment Vehicles
- Services
- Technology
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The full Matters Capital LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
ALEJANDRO ALGAZE
Executive Chairman
- CRD
- #5413281
- Ownership
- Less than 5%
RICHARD A PEREZ
Chief Compliance Officer, Chief Investment Officer
- CRD
- #4246334
- Ownership
- Less than 5%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $296,786,932 | $4,946,449 |
| Non-Discretionary | $0 | -- |
| Total | $296,786,932 | $4,946,449 |
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Separately Managed Accounts
SMA allocation detail is available
Matters Capital LLC has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Matters Capital LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.