MATTERS CAPITAL LLC

MATTERS CAPITAL LLC of CORAL GABLES, FL is an SEC-registered investment adviser (CRD 333776). Regulatory assets under management: $296.8M.

Registration

• CRD: 333776
• SEC file number: 801-132025
• Type: Registered investment adviser
• Location: 2000 PONCE DE LEON BLVD, SUITE 600, CORAL GABLES, FL, 33134
• Phone: (305) 528-3701
• Latest filing: 2026-06-01
• Regulatory AUM: $296.8M
• Discretionary AUM: $296.8M
• Clients: 3
• Accounts: 60

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Charities, Investment cos.

Officers, owners & control persons (2)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 333776 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search