Matthews International Capital Management, LLC is a large advisory firm based in San Francisco. It manages $27.47 billion of regulatory assets for 40 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of California.
Matthews International Capital Management provides portfolio management for investment companies, portfolio management for pooled investment vehicles, and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Matthews International Capital Management, LLC is $27.47 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 14294% since the beginning of its operation, and $4.28 billion of the total AUM is attributable to clients outside of the United States.
The advisory firm has a single stream of revenue. Clients pay Matthews International Capital Management, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to investment companies and pooled investment vehicles. The largest group of clients of Gordon Paul Matthews is investment companies with 18 clients and $22.91 billion of assets under management. Among the 6 most similar advisory firms, Matthews International Capital Management has the highest percentage of investment companies out of all clients.
The amount of regulatory assets under management is $27.06 billion for 38 clients. 48% of the firm’s clients are foreign persons or businesses.
Matthews International Capital Management also advises several private funds. Namely, four other private funds. The minimum investment commitment required of non-related persons ranges from $100,000 to $5,000,000.
The company employs 183 people that are either part- or full-time employees. 22 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Gordon Paul Matthews has been acting as President since 1 Apr 2009. Lindsay Megan Wright joined the executive team most recently as the Global Chief Operating Officer.
The principal office where Matthews International Capital Management, LLC performs its advisory services is located at Four Embarcadero Center, San Francisco, CA 94111, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 415-788-7553 or by fax 415-788-4804. The normal business hours are 7:30 am-5:00pm pst on Monday - Friday. You can find more information about the New York firm at micm-llc.com/.