Matterhorn Capital Advisors, LLC
● SEC registered since 2023CRD 309960SEC# 801-127880West Conshohocken, PA
Ranks #4,219 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$396.4M
Fund GAV
$523.3M
Private funds
2
Employees
11
Accounts
2
Location
West Conshohocken, PA
Matterhorn Capital Advisors, LLC assets under management
Matterhorn Capital Advisors, LLC is an SEC-registered investment adviser based in West Conshohocken, PA. The firm has been registered since 2023. It reports $396.4 million in regulatory assets under management and employs 11 people. Matterhorn Capital Advisors, LLC manages 2 private funds with combined gross assets of $523.3 million, including Matterhorn Capital Partners, LP. By regulatory assets, it ranks 4,219 of 6,004 private fund managers.
Matterhorn Capital Advisors, LLC private funds
2 funds · $523.3M GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Matterhorn Capital Partners, LP | Hedge | $396.4M | $1M |
| Matterhorn Capital Partners REIT LLC | Real Estate | $126.9M | $1K |
Matterhorn Capital Advisors, LLC owners & executives
8 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Ari Hillel Stanger Control | Head Of Finance | Under 5% | 2025 |
| Craig Dickson Moreshead | Chief Compliance Officer | Under 5% | 2026 |
| McA Esprit de Corps, LLC Control | Member | 10-25% | 2024 |
See all 8 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Matterhorn Capital Advisors, LLC manage?
Matterhorn Capital Advisors, LLC reports $396.4 million in regulatory assets under management on its Form ADV.
How many private funds does Matterhorn Capital Advisors, LLC manage?
Matterhorn Capital Advisors, LLC manages 2 private funds with combined gross assets of $523.3 million.
How many employees does Matterhorn Capital Advisors, LLC have?
Matterhorn Capital Advisors, LLC reports 11 employees.
Where is Matterhorn Capital Advisors, LLC located?
Matterhorn Capital Advisors, LLC is based in West Conshohocken, PA and has been SEC-registered since 2023.
Does Matterhorn Capital Advisors, LLC disclose fund performance?
Matterhorn Capital Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 100 Front Street, Suite 350, West Conshohocken, PA 19428 |
| Phone | 610-940-5303 |
| Office hours | 9a.m. - 5p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$396.4M▲ 20%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 54%
Larger than 46% of 16,271 advisers
AUM vs fund managersTop 70%
Larger than 30% of 6,004 private-fund managers
Number of fundsTop 63%
More funds than 37% of fund managers
EmployeesTop 38%
More than 62% of 16,825 advisers
Assets under management
$396.4Mregulatory AUM
Discretionary $396.4M
Fund type mix
Hedge1
Real Estate1
Service providers
Auditor
Custodian
Administrator