RIA Intel›Advisers›Colorado›MATTERN CAPITAL MANAGEMENT, LLC

MATTERN CAPITAL MANAGEMENT, LLC

Advisory

N·LAKEWOOD, CO

Data as of Jul 29, 2026 · Source: SEC Form ADV

Total AUM

$1.1B

1-Year AUM Growth

+8.8%

3-Year CAGR

+10.8%

Employees

7

Assets Under Management

Total AUM$1.1B

Discretionary AUM$1.1B

Non-Discretionary AUM$0

Discretionary %100%

Total Clients410

Team

Total Employees7

Investment Advisers9

Employee Growth (1Y)+66.7%

Filing History

Total Filings on Record15

First FilingNov 30, 2018

Latest FilingJul 29, 2026

🔒 Full AUM trend chart and 15 historical filings spanning 8+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on MATTERN CAPITAL MANAGEMENT, LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.