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Madison Christa Atherton

Matter Family Office

Denver, CO

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Current Employers
Matter Family Office

8001 Forsyth Blvd Suite 950, St Louis, MO 63105 • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2024-06-04
MO RA APPROVED 2024-06-04
  • CO RA
    APPROVED
    Since 2024-06-04
  • MO RA
    APPROVED
    Since 2024-06-04

Branch Locations

210 University Avenue Suite 220, Denver, CO 80206 • 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
Merrill Lynch, Pierce, Fenner & Smith Incorporated Greenwood Village CO 09/2015 10/2017
Bank Of America, N.A. Greenwood Village CO 11/2015 10/2017
Matter Family Office Denver CO 01/2021 Present
Gates Capital Management Llc Denver CO 11/2017 Present
Previous Registrations
Other Businesses

FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: SYNERGY TRUST PARTNERS INVESTMENT RELATED: Y ADDRESS OF BUSINESS: 115 W SNOW KING AVE. JACKSON WY 83001 NATURE OF BUSINESS: PRIVATE TRUST CO POSITION, TITLE, ASSOCIATION: BOARD MEMBER START DATE OF RELATIONSHIP: 01/01/2024 NUMBER OF HOURS DEVOTED: 20 HOUR(S) QUARTERLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: Consult with other Board Members to administer the Trusts overseen by the Private Trust Company. Serve on the distribution committee FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: GATES CAPITAL MANAGEMENT LLC INVESTMENT RELATED: N ADDRESS OF BUSINESS: 3575 CHERRY CREEK N DR. DENVER, COLORADO 80209 NATURE OF BUSINESS: FAMILY OFFICE POSITION, TITLE, ASSOCIATION: BOARD CHAIRMAN, BOARD MEMBER START DATE OF RELATIONSHIP: 01/01/2019 NUMBER OF HOURS DEVOTED: 20 HOUR(S) QUARTERLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: OVERSIGHT OF FAMILY OFFICE STRATEGIC DIRECTION, EXECUTIVE MANAGEMENT, GENERAL FAMILY GOVERNANCE FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: GATES CAPITAL MANAGEMENT LLC INVESTMENT RELATED: N ADDRESS OF BUSINESS: 3575 CHERRY CREEK N DR. DENVER, COLORADO 80209 NATURE OF BUSINESS: FAMILY OFFICE POSITION, TITLE, ASSOCIATION: EDUCATION COMMITTEE MEMBER START DATE OF RELATIONSHIP: 2/1/2016 NUMBER OF HOURS DEVOTED: 6 HOUR(S) QUARTERLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: I SERVE ON THE EDUCATION COMMITTEE FOR THE GATES FAMILY. IT IS A COMMITTEE OVERSEEN BY THE BOARD OF DIRECTORS. I ASSIST IN PLANNING RETREATS, EDUCATIONAL PROGRAMS, AND ANNUAL CONFERENCES FOR THE FAMILY. Gates Capital Partners Investment Related: Yes Address: 3575 Cherry Creek N Dr Nature of business: Private Equity Investments Position: Board Member Start Date: 1/1/2020 # of hours/ month: 2 # of hours during trading: 0 DUTIES: General oversight and fund selection for capital partners private equity program

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-06-04
S66 Uniform Combined State Law Examination 2015-11-13
  • S65 Uniform Investment Adviser Law Examination
    2024-06-04
  • S66 Uniform Combined State Law Examination
    2015-11-13
Other Names
  • Madison Christa Glantz
  • Maddie C Atherton
  • Madison C Atherton

View on SEC IAPD

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