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Marisa Elizabeth Camp

Matrix Private Capital Group

Phoenix, AZ

Chicago, IL

CRD 5469829

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Employer firm

Matrix Private Capital Group CRD 285531

$561M regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Matrix Private Capital Group

500 West Madison Street Suite 1000, Chicago, IL 60661 • United States

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2023-06-21
IL RA APPROVED 2020-02-11
  • AZ RA
    APPROVED
    Since 2023-06-21
  • IL RA
    APPROVED
    Since 2020-02-11

Branch Locations

Phoenix, AZ • United States

500 West Madison Street Suite 1000, Chicago, IL 60661 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Neuberger Berman Llc Chicago IL 12/2007 09/2017
Cresset Wealth Advisors, Llc Chicago IL 09/2017 07/2019
Cresset Asset Management, Llc (Fka Cresset Wealth Advisors, Llc) Chicago IL 09/2017 07/2019
Matrix Private Capital Group Llc New York NY 12/2019 Present
Matrix Private Capital Group Llc New York NY 07/2019 12/2019
  • 12/2007 → 09/2017
    Neuberger Berman Llc
    Chicago, IL
  • 09/2017 → 07/2019
    Cresset Wealth Advisors, Llc
    Chicago, IL
  • 09/2017 → 07/2019
    Cresset Asset Management, Llc (Fka Cresset Wealth Advisors, Llc)
    Chicago, IL
  • 12/2019 → Present
    Matrix Private Capital Group Llc
    New York, NY
  • 07/2019 → 12/2019
    Matrix Private Capital Group Llc
    New York, NY
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2012-05-04
  • S66 Uniform Combined State Law Examination
    2012-05-04

View on SEC IAPD

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