{
  "crd_number": 285531,
  "slug": "matrix-private-capital-group-chicago-il-285531",
  "primary_business_name": "MATRIX PRIVATE CAPITAL GROUP",
  "legal_name": "MATRIX PRIVATE CAPITAL GROUP LLC",
  "dbas": [],
  "city": "Chicago",
  "state": "IL",
  "country": "United States",
  "cbsa_code": "16980",
  "metro": {
    "cbsa_code": "16980",
    "common_name": "Chicago",
    "msa_name": "Chicago-Naperville-Elgin, IL-IN",
    "path": "/advisors/il/chicago"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2016-12-08",
  "years_registered": 9,
  "period": "2026-10-01",
  "filing_date": "2026-08-19",
  "carried_forward": false,
  "raum_total": 560983684.0,
  "raum_discretionary": 560983684.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "500m_1b",
  "raum_band_label": "$500 million to $1 billion",
  "total_employees": 8,
  "advisory_employees": 5,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 67675460.0,
      "count": 84
    },
    "high_net_worth_individuals": {
      "raum": 382859870.0,
      "count": 124
    },
    "pooled_investment_vehicles": {
      "raum": 31859334.0,
      "count": 4
    },
    "corporations_other_businesses": {
      "raum": 78589020.0,
      "count": 10
    }
  },
  "compensation_types": [
    "percentage_of_aum",
    "performance_based"
  ],
  "advisory_activities": [
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "portfolio_management_pooled_vehicles",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AZ",
    "CA",
    "FL",
    "IL",
    "IN",
    "MI",
    "NC",
    "NJ",
    "NY",
    "TX",
    "UT",
    "VA"
  ],
  "websites": [
    "https://linkedin.com/company/matrixpcg",
    "https://matrixpcg.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/285531",
  "city_as_filed": "CHICAGO",
  "url": "https://advisorcensus.com/firm/matrix-private-capital-group-chicago-il-285531",
  "display_name": "Matrix Private Capital Group",
  "summary": "Matrix Private Capital Group is an SEC-registered investment advisory firm in Chicago, IL, registered since 2016, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated August 19, 2026.",
  "citation": "AdvisorCensus. Matrix Private Capital Group (CRD 285531): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Performance-based fees"
  ],
  "advisory_activity_labels": [
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for pooled investment vehicles (other than investment companies)",
    "Portfolio management for businesses (other than small businesses) or institutional clients",
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is Matrix Private Capital Group compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Matrix Private Capital Group reports these compensation arrangements: a percentage of assets under its management; performance-based fees."
    },
    {
      "q": "Where is Matrix Private Capital Group located?",
      "a": "Matrix Private Capital Group's principal office is in Chicago, IL, according to its Form ADV; the September 2026 filing also lists 1 other office (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Matrix Private Capital Group registered with the SEC or a state?",
      "a": "Matrix Private Capital Group is an SEC-registered investment advisory firm, registered since 2016. Status as filed: Approved. CRD 285531."
    },
    {
      "q": "How much does Matrix Private Capital Group manage?",
      "a": "Matrix Private Capital Group reports $560,983,684 in regulatory assets under management in its Form ADV filing dated August 19, 2026 (100% discretionary)."
    },
    {
      "q": "How have Matrix Private Capital Group's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Matrix Private Capital Group: Regulatory assets under management: $526,917,222 in the October 2021 data and $560,983,684 in the October 2026 data, up 6%. Total employees: 14 in October 2021 and 8 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Matrix Private Capital Group serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (124); individuals (other than high net worth individuals) (84); corporations or other businesses not listed above (10)."
    },
    {
      "q": "Which custodians does Matrix Private Capital Group use?",
      "a": "Matrix Private Capital Group's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Fidelity Brokerage Services LLC as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Matrix Private Capital Group report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/285531"
    },
    {
      "q": "What changed in Matrix Private Capital Group's recent Form ADV filings?",
      "a": "In the September 2026 filing data: Updated its list of owners and control persons (Schedule A)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 526917222.0,
      "total_employees": 14,
      "filing_date": "2021-09-23"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 645888280.0,
      "total_employees": 16,
      "filing_date": "2022-07-08"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 515773025.0,
      "total_employees": 14,
      "filing_date": "2023-07-10"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 447233913.0,
      "total_employees": 10,
      "filing_date": "2024-06-26"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 494910464.0,
      "total_employees": 10,
      "filing_date": "2025-04-09"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 560983684.0,
      "total_employees": 8,
      "filing_date": "2026-08-19"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-09-01",
      "period_label": "September 2026",
      "notes": [
        "Updated its list of owners and control persons (Schedule A)."
      ]
    },
    {
      "period": "2026-08-01",
      "period_label": "August 2026",
      "notes": [
        "Updated its list of owners and control persons (Schedule A)."
      ]
    },
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Employees performing advisory functions went from 3 to 5.",
        "Regulatory assets under management went from $494,910,464 to $560,983,684 (+13%).",
        "Added an office in New York, NY.",
        "No longer lists an office in Chicago, IL."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [
    {
      "name": "Fidelity Brokerage Services LLC",
      "name_as_filed": "FIDELITY BROKERAGE SERVICES LLC",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/matrix-private-capital-group-chicago-il-285531.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 84,
      "fewer_than_5": false,
      "raum": 67675460.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 124,
      "fewer_than_5": false,
      "raum": 382859870.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 4,
      "fewer_than_5": false,
      "raum": 31859334.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 10,
      "fewer_than_5": false,
      "raum": 78589020.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/285531",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}