MATRIX PRIVATE CAPITAL GROUP

Legal name: MATRIX PRIVATE CAPITAL GROUP LLC

CRD 285531File 801-108654

APPROVED

Retail clients

Custody

Filing as of Jul 10, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$561.0M

Above cohort median (national)

Discretionary AUM

$561.0M

Clients

222

827 accounts

Employees

Below cohort median in IL

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: CHRO
Registration date: Dec 8, 2016
Principal office: 500 WEST MADISON STREET, SUITE 1000, CHICAGO, IL, 60661
Phone: 312-736-9572
Website: https://www.linkedin.com/company/matrixpcg/

Assets & accounts

ADV Item 5F

Total regulatory AUM: $561.0M
Discretionary AUM: $561.0M
Non-discretionary AUM: $0
Discretionary accounts: 827
Non-discretionary accounts: 0
Total accounts: 827
AUM per client: $2.5M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	10	$78.6M
High net worth individuals	124	$382.9M
Pooled investment vehicles	4	$31.9M
Individuals (other than high net worth individuals)	84	$67.7M

Compensation & activities

ADV Items 5E, 5G

Compensation

Performance-based fees
A percentage of assets under your management

Advisory activities

Selection of other advisers
Portfolio management for businesses
Portfolio management for pooled investment vehicles
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: Yes
Firm Custody Clients: Yes
Firm Custody Securities: Yes
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: Yes

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.