Matthew 25 Management Corp (Dresher)

Matthew 25 Management Corp is a large advisory firm based in Dresher. It manages $323.04 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2000.

Matthew 25 Management Corp provides portfolio management for investment companies. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Matthew 25 Management Corp: assets under management

The assets under management (AUM) of Matthew 25 Management Corp is $323.04 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 1247% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $323.04 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $323.04 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Matthew 25 Management Corp for their services and products based on a percentage of assets under management. 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.

What kind of clients Mark Mulholland serves?

The only and largest group of clients of Mark Mulholland is investment companies with 1 clients and $323.04 million of assets under management. Among the 7 most similar advisory firms, Matthew 25 Management Corp has the highest percentage of investment companies out of all clients.

The amount of regulatory assets under management is $323.04 million for 1 clients. None of the firm’s clients are foreign persons or businesses.

Matthew 25 Management Corp doesn't advise any private funds.

Careers at Matthew 25 Management Corp

The company employs 1 person that is either a part- or full-time employee. 100 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Mark Mulholland has been acting as President since 1 Apr 1995. Lesley Anne Buck joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Mark Mulholland	President	1 Apr 1995	75% - 100%	1123507
Lesley Anne Buck	Chief compliance officer	1 Aug 2004	Other	4937235

Based in Dresher

The principal office where Matthew 25 Management Corp performs its advisory services is located at 715 Twining Road, Dresher, PA 19025, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 215-884-4458. The normal business hours are 9:00am - 5:00pm on Monday - Friday.