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- Custodian
- Merrill Lynch
- Clients
- Retail
- Platforms
- --
- Established Date
- 07-01-1997
- Office Locations
- 1
Office Locations
About THE Mathes Company, Inc.
The Mathes Company is a New York–based investment adviser providing separate-account equity portfolio management for U.S. and non-U.S. investors. The team combines a top-down global macro view with bottom-up fundamental analysis, generally favoring large-cap companies across both value and growth styles, with a core focus on U.S. and Western Europe while seeking opportunities globally. Leadership experience includes service on Swiss Re–affiliated private equity committees.
Team overview
Insights
Asset Classes
Client Personas
Investment Vehicles
Services
Owner & Executives
RICHARD CHARLES MATHES
Chief Compliance Officer, Investment Advisor, President
- CRD
- --
- Ownership
- 50% but less than 75%
SORRELL MARK MATHES
Chairman, Managing Director
- CRD
- --
- Ownership
- 25% but less than 50%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $339,797,197 | $1,618,082 |
| Non-Discretionary | $0 | -- |
| Total | $339,797,197 | $1,618,082 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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