LP Profile

Matrix Asset Advisors

Also known as matrix

Wealth ManagerWhite Plains, United StatesFounded 1986
$1.4B
Assets Under Management
White Plains
Headquarters
Investment Focus

About Matrix Asset Advisors

Matrix Asset Advisors is an investment management firm in White Plains, New York, founded in 1986, with reported assets under management of about $1.4 billion. It manages money for individuals, families, endowments, foundations and retirement plans, and is 100 percent employee-owned. It manages U.S. equities in two value-oriented strategies and U.S. bond portfolios customised to client needs and risk tolerances. It also offers wealth management with a more diversified approach across asset classes. Its investment philosophy is rooted in the value investing precepts of Graham and Dodd, and it states that it will go anywhere for value.

Verified Filings

Regulatory & Financial Data

Public regulatory records matched to Matrix Asset Advisors from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$1.4B
Total Clients
650
Filing Date
March 24, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
Signal Feed

Recent Filings

Public filings matched to Matrix Asset Advisors across SEC, IRS, DOL and international registers — newest first.

Cross-referenced from the LPbacked Signal Feed.

Explore

Explore similar limited partners

Browse more wealth managers and other institutional investors by location and type in the LPbacked limited-partner database.

FAQ

Frequently asked questions

What type of investor is Matrix Asset Advisors?

Matrix Asset Advisors is a wealth manager based in White Plains, United States, managing approximately $1.4B in assets.

Where is Matrix Asset Advisors headquartered?

Matrix Asset Advisors is headquartered in White Plains, United States.

How much does Matrix Asset Advisors manage?

Matrix Asset Advisors manages approximately $1.4B in assets under management.

When was Matrix Asset Advisors founded?

Matrix Asset Advisors was founded in 1986.

How can I contact Matrix Asset Advisors?

Verified contact details, key decision-makers, and investment preferences for Matrix Asset Advisors are available on LPbacked. Create a free account to access them.