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Thierry Jean Dominique Brunel

Matter Family Office

St Louis, MO

CRD 5190320

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Employer firm

Matter Family Office CRD 106806

$3.81B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Selection of other advisers
  • Educational seminars
  • CREATE & ADMINISTER LLC'S TO POOL CLIENT FUNDS TO INVEST IN SEPARATELY MANAGED INVESTMENT VEHICLES

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

Current Employers
Matter Family Office

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

Current Registrations

AuthorityCategoryStatusDate
MO RA APPROVED 2019-06-13
  • MO RA
    APPROVED
    Since 2019-06-13

Branch Locations

8001 Forsyth Blvd Suite 950, St Louis, MO 63105 • 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
Matter Family Office Clayton MO 11/2013 Present
Previous Registrations
  • 2011-12-05 → 2013-11-12
    Chevy Chase, MD
  • 2008-01-11 → 2011-12-01
    Convergent Wealth Advisors, Llc
    Potomac, MD
  • 2007-04-02 → 2007-09-05
    Morgan Stanley & Co. Llc
    St. Louis, MO
  • 2006-10-18 → 2007-04-02
    Morgan Stanley Dw Inc.
    St. Louis, MO
Other Businesses

Thierry Brunel serves on the Investment Committee for the not-for profit Ronald McDonald House Charities of St Louis and donates approximately 2-4 hours per month to this cause. He does not receive any financial compensation in exchange for his work.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-06-13
S66 Uniform Combined State Law Examination 2006-10-17
  • S65 Uniform Investment Adviser Law Examination
    2019-06-13
  • S66 Uniform Combined State Law Examination
    2006-10-17
Other Names
  • Thierry Jean Brunel
  • Thierry Jean Domin Brunel

View on SEC IAPD

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