# 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.

- CRD: 104566
- Filed as: MATTHEW 25 MANAGEMENT CORP
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Ambler, PA
- Filing period: October 2026
- Form ADV filing dated: March 9, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/104566
- AdvisorCensus page: https://advisorcensus.com/firm/matthew-25-management-corp-ambler-pa-104566

## Quick answers

**How 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

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $315,935,375
- Discretionary: $315,935,375
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Investment companies | 1 | $315,935,375 |

### Advisory services (Item 5.G)
- Portfolio management for investment companies (and business development companies)

### Firm details
- Registered since: 1995 (31 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $355,757,187 | 1 | March 22, 2021 |
| October 2022 | $376,398,618 | 1 | March 21, 2022 |
| October 2023 | $245,296,061 | 1 | March 20, 2023 |
| October 2024 | $289,129,899 | 1 | March 12, 2024 |
| October 2025 | $281,847,523 | 1 | March 19, 2025 |
| October 2026 | $315,935,375 | 1 | March 9, 2026 |

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.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $281,847,523 to $315,935,375 (+12%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Matthew 25 Management Corp (CRD 104566): Form ADV filing data as of October 2026.
