Business
License
Matrix Capital Management Company, LP offers a range of investment services primarily focused on managing pooled investment vehicles. Although they do not operate as a registered broker-dealer, they provide discretionary portfolio management services. The firm specializes in asset-based and performance-based fees, catering exclusively to corporations and pooled investment vehicles, with 100% of their accounts falling under this category. The firm oversees $12.1 billion in assets under management across 4 discretionary accounts, with an average account size of $3.0 billion.
While Matrix Capital Management Company, LP does not directly offer a broker account, clients interested in their investment services typically follow these steps to engage with the firm:
Contact the Firm: Interested parties should reach out to Matrix Capital Management Company, LP via their official phone line at 781-522-4962 or visit their office located at 1000 Winter Street, Waltham, MA 02451.
Consultation: Schedule a consultation to discuss investment goals and strategies. This step is crucial for understanding the firm's services and how they align with your investment needs.
Documentation: Prepare necessary documentation, including financial statements and identification, to facilitate the onboarding process.
Account Setup: Once the consultation is complete and all documentation is submitted, the firm will assist in setting up the account tailored to the clients investment objectives.
Investment Strategy Implementation: After the account is established, clients can begin implementing their investment strategies under the guidance of the firms financial advisors.
For more detailed information, clients can refer to the firm's official website or contact their office directly.
Explore broker markets account types: forex/trading accounts with demo access.