Mattern Capital Management, LLC
● SEC registered since 2019CRD 299342SEC# 801-114522Lakewood, CO
Reg. AUM
$1.07B
Employees
9
Accounts
1,244
Location
Lakewood, CO
Mattern Capital Management, LLC assets under management
Mattern Capital Management, LLC operates as an SEC-registered investment adviser based in Lakewood, CO. The firm has been registered since 2019. It reports $1.1 billion in regulatory assets under management and employs 9 people.
Mattern Capital Management, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Caryn M Egbert Control | Chief Compliance Officer | Under 5% | 2018 |
| Perry Joseph Mattern Control | Managing Member | Over 75% | 2018 |
Frequently asked questions
How much does Mattern Capital Management, LLC manage?
Mattern Capital Management, LLC reports $1.1 billion in regulatory assets under management on its Form ADV.
How many employees does Mattern Capital Management, LLC have?
Mattern Capital Management, LLC reports 9 employees.
Where is Mattern Capital Management, LLC located?
Mattern Capital Management, LLC is based in Lakewood, CO and has been SEC-registered since 2019.
Does Mattern Capital Management, LLC disclose fund performance?
Mattern Capital Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 165 S. Union Blvd, Suite 780, Lakewood, CO 80228 |
| Phone | 720-710-2934 |
| Fax | (720) 710-2924 |
| Office hours | 7:30-4:00 |
| SEC region | Denver Regional Office (DRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$1.07B▲ 7%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 32%
Larger than 68% of 16,271 advisers
EmployeesTop 43%
More than 57% of 16,825 advisers
Assets under management
$1.07Bregulatory AUM
Discretionary $1.07B