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| Keyboard |
| Matrix Asset Advisors Inc
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|---|---|
| CRD # | 107408 |
| SEC # | 801-36872 |
| CIK # | |
| AUM | 1,397.5 M (2026-03-24) |
| Employees | 12 (67% Investors, 0% Brokers) |
| Phone | 212-486-2004 |
| Address | 10 Bank Street White Plains, NY 10606 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| Other | Matrix Aggressive Value Partners LP | 2012-03-30 | 6.2 M |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 226 | 93.2 |
| (b) Individuals (high net worth individuals) | 381 | 848.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 1 | 57.6 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 17 | 53.4 |
| (h) Charitable organizations | 13 | 16.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 12 | 195.6 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 133.4 |
| Total | 650 | 1,397.5 |
| By Discretionary | ||
| Discretionary | 650 | 1,397.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 650 | 1,397.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 20.7 | |
| United States Persons | 1,376.8 | |
| Total | 650 | 1,397.5 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.7B |
| Clients | 4 (1 non-US) |
| Serves | Institutional, Retail |
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|---|---|---|
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St Denis J Villere & Co LLC
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LA | 1,397.8 M |
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Trustmont Advisory Group Inc
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PA | 1,395.3 M |
|
Marietta Wealth Management LLC
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|
Inspirion Wealth Advisors LLC
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IL | 1,394.3 M |
|
Syntegra Private Wealth Group LLC
✚
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MO | 1,393.1 M |