| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Hudson Valley Ventures, LLC | Real Estate | $3.6M | $1K |
| Name | Title | Ownership | Since |
|---|---|---|---|
| Roberta Jean Smith Control | President/Chief Compliance Officer | Over 75% | 1986 |
| Shawn Anthony Smith | Shareholder | 10-25% | 2000 |
Matrix Planning Inc reports $126.5 million in regulatory assets under management on its Form ADV.
Matrix Planning Inc manages 1 private funds with combined gross assets of $3.6 million.
Matrix Planning Inc reports 4 employees.
Matrix Planning Inc is based in Santa Monica, CA and has been SEC-registered since 1986.
Matrix Planning Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 3015 Main Street, Suite 403, Santa Monica, CA 90405 |
| Phone | 310-399-0457 |
| Fax | 310-399-0625 |
| Office hours | 9a.m. To 5p.m. Mon. - Thurs., 1p.m.-5p.m. Fri. |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
| Discretionary | $88.1M |
| Non-discretionary | $38.3M |
| Total (RAUM) | $126.5M |