# MATRIX GROUP OF FUNDS, LLC

MATRIX GROUP OF FUNDS, LLC of MANCHESTER CENTER, VT is an SEC-registered investment adviser.

## Registration

- CRD: 132853
- Type: SEC-registered investment adviser
- SEC file number: 801-63791
- Location: 7190 MAIN STREET, PO BOX 1584, MANCHESTER CENTER, VT, 05255-1584
- Phone: 802-362-5639
- Latest filing: 2009-02-25
- Regulatory AUM: $30.4M
- Discretionary AUM: $30.0M
- Non-discretionary AUM: $416K
- Clients: 1
- Accounts: 144

## Officers, owners & control persons (4)

| Name | Role | Location |
| --- | --- | --- |
| IHASZ ADAM OLIVER | PRESIDENT/MANAGER | — |
| PATNAUDE KAREN SANDERS | CHIEF OPERATING OFFICER | — |
| BERTI RONALD EDMUND | CHIEF COMPLIANCE OFFICER | — |
| IHASZ CATHLEEN M | MANAGER; PRESIDENT/MANAGER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/132853/brochure
- Similar advisers: https://search.stillhousedata.com/firm/132853/similar
- Related entities: https://search.stillhousedata.com/firm/132853/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/132853

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.