Overview
Assets Under Management: $1.2 billion
Headquarters: PROVIDENCE, RI
High-Net-Worth Clients: 7
Average Client Assets: $158.2 million
Frequently Asked Questions
MATHEYS LANE CAPITAL MANAGEMENT L.P. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #148887), MATHEYS LANE CAPITAL MANAGEMENT L.P. is subject to fiduciary duty under federal law.
MATHEYS LANE CAPITAL MANAGEMENT L.P. is headquartered in PROVIDENCE, RI.
MATHEYS LANE CAPITAL MANAGEMENT L.P. serves 7 high-net-worth clients according to their SEC filing dated August 28, 2018. View client details ↓
According to their SEC Form ADV, MATHEYS LANE CAPITAL MANAGEMENT L.P. offers financial planning, portfolio management for individuals, portfolio management for pooled investment vehicles, portfolio management for institutional clients, and selection of other advisors. View all service details ↓
MATHEYS LANE CAPITAL MANAGEMENT L.P. manages $1.2 billion in client assets according to their SEC filing dated August 28, 2018.
According to their SEC Form ADV, MATHEYS LANE CAPITAL MANAGEMENT L.P. serves high-net-worth individuals, pooled investment vehicles, and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 7
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 95.64%
Average Client Assets: $158.2 million
Total Client Accounts: 468
Discretionary Accounts: 353
Non-Discretionary Accounts: 115
Regulatory Filings
CRD Number: 148887
Filing ID: 1226689
Last Filing Date: 2018-08-28 15:35:00