MATRIX CAPITAL MANAGEMENT COMPANY, LP

3 Pleasant Street
Suite 400
Portsmouth, New Hampshire 03801
Tel: 781-522-4007

About MATRIX CAPITAL MANAGEMENT COMPANY, LP

MATRIX CAPITAL MANAGEMENT COMPANY, LP, formally registered with the SEC as MATRIX CAPITAL MANAGEMENT COMPANY, LP. The firm was established in 03/30/2012. They have over 2 offices throughout the country.

MATRIX CAPITAL MANAGEMENT COMPANY, LP is a Portsmouth, New Hampshire based Financial Planning firm with nearly $12,092,862,376 assets under management, offering retirement planning & investment advisory services to 4 clients. The firm is staffed with 18 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	160066
SEC#	801-73612
Assets Managed by Firm	$12,092,862,376
No. of Clients	4
No. of Advisors	18

Fee Structure

A percentage of AUM
Performance Based

Advisory Services Provided

Portfolio management for pooled investment vehicles

Firm Client Information

	No. of Clients	AUM
Firm Total	4	$12,092,862,376

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