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Matrix Investment Research LLC (New York)


Matrix Investment Research LLC is an adviser based in New York. It manages $16.6 million of regulatory assets for 51 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdictions of California, Connecticut, Illinois, and 4 other states.

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Matrix Investment Research provides portfolio management for individuals and small businesses and publication of newsletters. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Matrix Investment Research: assets under management

The assets under management (AUM) of Matrix Investment Research LLC is $16.6 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -37% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $16.6 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $325.49 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Matrix Investment Research LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in New York

The principal office where Matrix Investment Research LLC performs its advisory services is located at 16 East 40 Th Street, New York, NY 10016, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 212-220-5153 or by fax 212-271-0592. The normal business hours are nine am to five pm on Monday - Friday. You can find more information about the New York firm at matrixusallc.com.


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