AdvisorCensus / Financial advisors / Pennsylvania / Philadelphia / Matthew 25 Management Corp
Matthew 25 Management Corp
Filed as MATTHEW 25 MANAGEMENT CORP
Matthew 25 Management Corp is an SEC-registered investment advisory firm in Ambler, PA, registered since 1995, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 9, 2026.
Quick answers
From the filingHow is Matthew 25 Management Corp compensated?
On its Form ADV (Item 5.E, October 2026), Matthew 25 Management Corp reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.
Where is Matthew 25 Management Corp located?
Matthew 25 Management Corp's principal office is in Ambler, PA, according to its Form ADV.
Is Matthew 25 Management Corp registered with the SEC or a state?
Matthew 25 Management Corp is an SEC-registered investment advisory firm, registered since 1995. Status as filed: Approved. CRD 104566.
How much does Matthew 25 Management Corp manage?
Matthew 25 Management Corp reports $315,935,375 in regulatory assets under management in its Form ADV filing dated March 9, 2026 (100% discretionary).
How have Matthew 25 Management Corp's assets and staff changed since 2021?
In the Form ADV data for Matthew 25 Management Corp: Regulatory assets under management: $355,757,187 in the October 2021 data and $315,935,375 in the October 2026 data, down 11%. Total employees: 1 in October 2021 and 1 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Matthew 25 Management Corp serve?
By number of clients on Form ADV Item 5.D: investment companies (1).
Does Matthew 25 Management Corp report any disciplinary disclosures?
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/104566
What changed in Matthew 25 Management Corp's recent Form ADV filings?
In the April 2026 filing data: Regulatory assets under management went from $281,847,523 to $315,935,375 (+12%).
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Regulatory assets under management
Item 5.F$315,935,375 as of October 2026, filing dated March 9, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Portfolio management for investment companies (and business development companies)
Registration and firm details
Items 1, 2, 5- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 1995 (31 years)
- Employees
- Total: 1. Performing investment advisory functions: 1.
- Wrap fee program participation
- No.
- States registered or notice-filed
- Not reported.
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $315,935,375 | 1 | March 9, 2026 |
| October 2025 | $281,847,523 | 1 | March 19, 2025 |
| October 2024 | $289,129,899 | 1 | March 12, 2024 |
| October 2023 | $245,296,061 | 1 | March 20, 2023 |
| October 2022 | $376,398,618 | 1 | March 21, 2022 |
| October 2021 | $355,757,187 | 1 | March 22, 2021 |
Regulatory assets under management: $355,757,187 in the October 2021 data and $315,935,375 in the October 2026 data, down 11%.
Total employees: 1 in October 2021 and 1 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- April 2026
- Regulatory assets under management went from $281,847,523 to $315,935,375 (+12%).
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.INot reported.
Source: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Matthew 25 Management Corp (CRD 104566): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/matthew-25-management-corp-ambler-pa-104566