# MATTERN CAPITAL MANAGEMENT, LLC

MATTERN CAPITAL MANAGEMENT, LLC of LAKEWOOD, CO is an SEC-registered investment adviser.

## Registration

- CRD: 299342
- Type: SEC-registered investment adviser
- SEC file number: 801-114522
- Location: 165 S. UNION BLVD, SUITE 780, LAKEWOOD, CO, 80228
- Phone: 720-710-2934
- Latest filing: 2026-07-29
- Regulatory AUM: $1.1B
- Discretionary AUM: $1.1B
- Clients: 9
- Accounts: 1,244

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities

## Officers, owners & control persons (4)

| Name | Role | Location |
| --- | --- | --- |
| Perry Joseph Mattern | MANAGING MEMBER | — |
| Caryn M Egbert | CHIEF COMPLIANCE OFFICER | — |
| MATTERN PERRY JOSEPH | MANAGING MEMBER | — |
| EGBERT CARYN M | CHIEF COMPLIANCE OFFICER | — |


## Branch offices (1)

| City | State | Employees | Phone |
| --- | --- | --- | --- |
| SCOTTSDALE | AZ | 1 | 720-710-2934 |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/299342/brochure
- Similar advisers: https://search.stillhousedata.com/firm/299342/similar
- Related entities: https://search.stillhousedata.com/firm/299342/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/299342

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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.