Matrix Capital Management is a fund manager in Waltham with $7.61 bn assets under management.
Company profile
Employees
Incorporated
Location
Fiscal year end
Industry
Former names
Matrix Capital Management Company, LLC
SEC CIK
IRS number
43475951
SEC advisor number
801-73612
FINRA CRD number
160066
AUM ?
$7.61 bn
(as of 18 Apr 23)
Accounts
4
(as of 18 Apr 23)
Employees
30
(16 investment advisory or research)
Address
Matrix Capital Management
1000 WINTER STREET
C/O MATRIX CAPITAL MANAGEMENT
WALTHAM
MA 02451
1000 WINTER STREET
C/O MATRIX CAPITAL MANAGEMENT
WALTHAM
MA 02451
Office hours
Monday - Friday, 8 AM - 5 PM
Phone
781-522-4948
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Goel, David, Espina | Limited Partner | 10/1999 | 50-75% |
Ferri Grandchildren's Trust - 1995 | Limited Partner | 10/1999 | 10-25% |
Johnson, Christopher, David | Chief Financial Officer | 03/2006 | < 5% |
Ferri, Michael, John | Trustee | 12/2011 | |
Frechette, Timothy, John | Chief Operating Officer | 11/2013 | < 5% |
Matrix Capital Management GP, LLC | General Partner | 12/2014 | < 5% |
Goel, David, Espina | Member | 12/2014 | > 75% |
PJF Acorn I Trust | Limited Partner | 12/2014 | 10-25% |
Schmitz, Jessica, Anne | Trustee | 07/2020 | |
Brown, Gregory, Alan | Chief Compliance Officer, General Counsel | 07/2022 | < 5% |
Barrows, Timothy, A. | Trustee | 07/2020 | |
Ferri, Michael, John | Trustee | 07/2020 | |
Goel, David, Espina | Trustee | 07/2020 | |
Schmitz, Jessica, Anne | Trustee | 03/2007 |
Ownership
Fund structure | AUM | Fund type |
---|---|---|
Matrix Capital Management Company, LP | $7.61 bn | |
Ayurmaya Capital Management Fund, LP | $921.53 mm | Private Equity Fund |
Matrix Capital Management Master Fund, L.P. | $6.69 bn | Hedge Fund |
Matrix Capital Management Fund, LP | ||
Matrix Capital Management Fund (Offshore), LTD. |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
13 Feb 24
SC 13G/A
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Quarterly holdings report by institutional manager
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4
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SC 13D/A
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13F-HR
Quarterly holdings report by institutional manager
14 Aug 23
SC 13G/A
Adaptimmune Therapeutics PLC
10 Jul 23
4
DAVID E. GOEL
20 Jun 23
SC 13D/A
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20 Jun 23
13F-HR
Quarterly holdings report by institutional manager
15 May 23