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Matter Family Office

Matter, LLC

ST Louis, MO matterfamilyoffice.com

Regulatory AUM$3.8B#24 of 135 family offices
Accounts2,36016% discretionary
High-net-worth clients128Form ADV Item 5.D
Private funds advised1$151M gross assets

Registration

Legal name
Matter, LLC
SEC file number
801-37738
CRD number
106806
Latest Form ADV
July 21, 2026

Full Form ADV on the SEC’s Investment Adviser Public Disclosure site

Investments and performance

Family offices don’t publicly report holdings or returns. Form ADV discloses assets under management, client counts, and the private funds an adviser manages; that is what’s shown above.

About this data

Regulatory assets under management (Form ADV Item 5.F) as reported by each adviser in its latest filing. Single-family offices are exempt from SEC registration and are not included. Data from the SEC’s registered investment adviser roster published September 1, 2026. Source.