Matador Capital Management Corp (St Petersburg)

Matador Capital Management Corp is a large advisory firm based in St Petersburg. It manages $559.23 million of regulatory assets for 7 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Florida and Maryland.

Matador Capital Management Corp provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Matador Capital Management Corp: assets under management

The assets under management (AUM) of Matador Capital Management Corp is $559.23 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 399% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $559.23 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $79.89 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Matador Capital Management Corp for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Matador Capital Management Corp

Jeffrey Alan Berg has been acting as President since 1 Dec 1993. Lisa Odell Rapuano joined the executive team most recently as the Co Chief Investment Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Jeffrey Alan Berg	President	1 Dec 1993	75% - 100%	1321456
William Walter Wright	Office manager	1 Dec 1993	Other	4350749
Steven Andrew Kohl	Vice president	1 Mar 1995	Other	2038533
David Richard Fink	Coo	1 Aug 1996	Other	2392636
Scott Martin Renner	Vice president	1 Mar 1997	Other	2245757
Donald M Cobin	Co-manager of research	1 May 2002	Other	4255981
Lisa Odell Rapuano	Co-chief investment officer	1 Jan 2004	Other	1890060

Based in St Petersburg

The principal office where Matador Capital Management Corp performs its advisory services is located at 200 First Ave North Suite 203, St Petersburg, FL 33701, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.