|
⚲
|
| Keyboard |
| Matic Insurance Services Inc | |
|---|---|
| Firm | |
| Fund # | |
| CIK # | 0001832178 |
| Sale | 2026-01-20 (25.0 M Offered, 25.0 M Sold) |
| Fund | |
| Phone | 8883806623 |
| Address | 585 S Front Street Columbus, OH 43215 |
| Source | [EDGAR] |
| Amount Raised ($M) |
|---|
| Company Details | |
|---|---|
| Director | |
| Custodian | |
| Auditor | |
| Marketer | |
| Broker | |
| Jurisdiction |
| Form D Offering | |
|---|---|
| Filed | 2026-08-13 (D) |
| Exemption | 506(b) |
| Duration | One year or less |
| Revenue | Decline to Disclose |
| Directors | Role | 2011 - 2026 |
|---|---|---|
| Lee Maliniak | Executive Officer | |
| Jeff Snyder | Executive Officer | |
| Ronald Hess Jr | Director | |
| Andrew Lerner | Director | |
| Aaron Schiff | Director | |
| Benjamin Madick | Executive Officer | |
| Stuart Rhodes | Executive Officer |
| Comparable Firms | State | AUM |
|---|---|---|
|
Core Investment Advisors LLC
✚
|
OH | |
|
Genus Capital Management LLC
✚
|
OH | |
|
Fort Washington Investment Advisors Inc /OH/
✚
|
OH | |
|
The Proper Analysis Corporation
✚
|
OH | |
|
JPMorgan Chase Bank NA
✚
|
OH | |
|
Deeter Advisory Group LLC
✚
|
OH | |
|
Peoples Bank /OH
✚
|
OH | |
|
Summer Hill Capital Partners LLC
✚
|
OH | |
|
Gamma-Q LLC
✚
|
OH | |
|
Tyler-Stone Wealth Management LLC
✚
|
OH |