# MATRIX INVESTMENT RESEARCH LLC

MATRIX INVESTMENT RESEARCH LLC of NEW YORK, NY is an SEC-registered investment adviser.

## Registration

- CRD: 136048
- Type: SEC-registered investment adviser
- SEC file number: 801-67389
- Location: 16 EAST 40TH STREET, NEW YORK, NY, 10016
- Phone: 212-220-5153
- Latest filing: 2008-09-12
- Regulatory AUM: $16.6M
- Discretionary AUM: $16.6M
- Clients: 1
- Accounts: 51

## Officers, owners & control persons (5)

| Name | Role | Location |
| --- | --- | --- |
| WASSERMAN SAMUEL MORTON | MANAGING MEMBER | — |
| SCALZI DANIEL THOMAS | CHIEF COMPLIANCE OFFICER, CEO | — |
| PAWLICK RALPH LOCKWOOD | PRESIDENT & CHIEF OPERATIONS OFFICER (COO) | — |
| BAGATELLE WARREN DENIS | MEMBER | — |
| FEINSETH IVAN PHILIP | DIRECTOR OF RESEARCH | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/136048/brochure
- Similar advisers: https://search.stillhousedata.com/firm/136048/similar
- Related entities: https://search.stillhousedata.com/firm/136048/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/136048

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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.