MATRIX PLANNING INC
SEC file number 801-26943
· SANTA MONICA, CA
https://matrixplanning.co.uk ↗
(name-match guess, not verified)
This record was imported using its SEC file number. A CRD has not been verified in our database. Search SEC IAPD by firm name and confirm the entity before relying on this profile.
Regulatory AUM
$118.4M
Discretionary AUM
$71.1M
Employees
3
Clients
—
Firm
- Address
- 3015 MAIN STREET
SANTA MONICA, CA 90405 - Phone
- —
- Website
- https://matrixplanning.co.uk
(name-match guess, not verified) - Disciplinary
- Unknown — verify on SEC IAPD
Sources
- Search SEC IAPD to verify this firm ↗
- Last refreshed May 2, 2026
Possible Form D name matches (not verified)
- Plaid Matrix Fund I, L.P. Medium name-match confidence · CIK 2140602 · CA
-
Plaid Matrix Fund I, L.P. · D · Jun 23, 2026$55M