{
  "crd_number": 104566,
  "slug": "matthew-25-management-corp-ambler-pa-104566",
  "primary_business_name": "MATTHEW 25 MANAGEMENT CORP",
  "legal_name": "MATTHEW 25 MANAGEMENT CORP",
  "dbas": [],
  "city": "Ambler",
  "state": "PA",
  "country": "United States",
  "cbsa_code": "37980",
  "metro": {
    "cbsa_code": "37980",
    "common_name": "Philadelphia",
    "msa_name": "Philadelphia-Camden-Wilmington, PA-NJ-DE-MD",
    "path": "/advisors/pa/philadelphia"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "1995-07-03",
  "years_registered": 31,
  "period": "2026-10-01",
  "filing_date": "2026-03-09",
  "carried_forward": false,
  "raum_total": 315935375.0,
  "raum_discretionary": 315935375.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 1,
  "advisory_employees": 1,
  "client_count_bucket": null,
  "clients_by_type": {
    "investment_companies": {
      "raum": 315935375.0,
      "count": 1
    }
  },
  "compensation_types": [
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "portfolio_management_investment_companies"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [],
  "websites": [],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/104566",
  "city_as_filed": "AMBLER",
  "url": "https://advisorcensus.com/firm/matthew-25-management-corp-ambler-pa-104566",
  "display_name": "Matthew 25 Management Corp",
  "summary": "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.",
  "citation": "AdvisorCensus. Matthew 25 Management Corp (CRD 104566): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management"
  ],
  "advisory_activity_labels": [
    "Portfolio management for investment companies (and business development companies)"
  ],
  "quick_answers": [
    {
      "q": "How is Matthew 25 Management Corp compensated?",
      "a": "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."
    },
    {
      "q": "Where is Matthew 25 Management Corp located?",
      "a": "Matthew 25 Management Corp's principal office is in Ambler, PA, according to its Form ADV."
    },
    {
      "q": "Is Matthew 25 Management Corp registered with the SEC or a state?",
      "a": "Matthew 25 Management Corp is an SEC-registered investment advisory firm, registered since 1995. Status as filed: Approved. CRD 104566."
    },
    {
      "q": "How much does Matthew 25 Management Corp manage?",
      "a": "Matthew 25 Management Corp reports $315,935,375 in regulatory assets under management in its Form ADV filing dated March 9, 2026 (100% discretionary)."
    },
    {
      "q": "How have Matthew 25 Management Corp's assets and staff changed since 2021?",
      "a": "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."
    },
    {
      "q": "What types of clients does Matthew 25 Management Corp serve?",
      "a": "By number of clients on Form ADV Item 5.D: investment companies (1)."
    },
    {
      "q": "Does Matthew 25 Management Corp 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/104566"
    },
    {
      "q": "What changed in Matthew 25 Management Corp's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Regulatory assets under management went from $281,847,523 to $315,935,375 (+12%)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 355757187.0,
      "total_employees": 1,
      "filing_date": "2021-03-22"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 376398618.0,
      "total_employees": 1,
      "filing_date": "2022-03-21"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 245296061.0,
      "total_employees": 1,
      "filing_date": "2023-03-20"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 289129899.0,
      "total_employees": 1,
      "filing_date": "2024-03-12"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 281847523.0,
      "total_employees": 1,
      "filing_date": "2025-03-19"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 315935375.0,
      "total_employees": 1,
      "filing_date": "2026-03-09"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $281,847,523 to $315,935,375 (+12%)."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/matthew-25-management-corp-ambler-pa-104566.md",
  "clients": [
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 1,
      "fewer_than_5": false,
      "raum": 315935375.0
    }
  ],
  "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/104566",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}