Matrix Planning Inc
Matrix Planning Inc is a private equity company based in Santa Monica, CA. They operate 1 private fund and have approximately $92.9 million in total assets under management (AUM). You can view more information on Matrix Planning Inc including private fund info, contact info, top management and executives, website, email addresses, and more below:
Contact Details for Matrix Planning Inc
Matrix Planning Inc
3015 Main Street
Suite 403
Santa Monica, CA 90405
United States
Phone: 310-399-0457
Fax: 310-399-0625
Overview of Matrix Planning Inc
Org. Type: Corporation
Registration Country: United States
0
SEC#: 801-26943
Org#: 110812
Legal Issues: No legal issues reported
Company Type: Private Equity
Pooled Investments: 0 percent
Private Funds Managed(1): Hudson Valley Ventures Llc
Ownership/Leadership of Matrix Planning Inc
| Roberta Jean Smith | President/Chief Compliance Officer |
| Shawn Anthony Smith | Shareholder |
Matrix Planning Inc Key Stats and Charts
Discretionary AUM: $48 million
Rank: 850 out of 1975 private equity companies
Total AUM: $93 million
Rank: 877 out of 1975 private equity companies
# of Accounts: 165
Rank: 71 out of 1975 private equity companies
Average Account Size: 563294.593939
Rank: 892 out of 1975 private equity companies
# of Employees: 3
Rank: 868 out of 1975 private equity companies
# of Private Funds: 1
Rank: 1437 out of 1975 private equity companies
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