Matrix Planning

Asset Manager SEC-registered adviser

Legal name: Matrix Planning Inc

Santa Monica, CA

AUM

$121.4M
Regulatory AUM

Private funds

1
Real Estate 1

Private fund assets

$3.2M
Gross asset value

Employees

4

Last Form D raise

—

From SEC Form ADV filing (filed Apr 1, 2026). View on SEC

People(1)

Owners and executive officers named on the firm's SEC Form ADV.

R
Roberta Smith
President/Chief Compliance Officer
Source: SEC Form ADV

Funds(1)

Private funds reported on Form ADV, with amounts raised from the funds' SEC Form D filings.

FundTypeGross assetsRaised (Form D)InvestorsLast Form DRecency
Hudson Valley Ventures, LLCReal Estate$3.2M———

Board seats

Companies whose SEC Form D filings name one of this firm's people as a director, matched by name and office ZIP code.

No board seats matched from SEC filings yet.

Regulatory identifiers

CRD number
110812
SEC file number
801-26943

Sources