Key facts
- Matrix Planning is a hedge fund based in Santa Monica, United States.
About Matrix Planning
+1 (310) 399-0457
Registered with the SEC
Form ADV · 2026-04 · CRD 110812- Regulatory AUM
- —
- Private fund assets
- $3.2M
- Private funds
- 1 · 1 real estate
- Staff
- 4
- Registered office
- SANTA MONICA, CA
- SEC status
- Approved
Source: SEC Investment Adviser Public Disclosure, Form ADV (registered as MATRIX PLANNING INC).
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Portfolio
Portfolio — not yet on record
No portfolio companies for Matrix Planning are on record yet. Positions surface from round participations, filings, and coverage.
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