Matterhorn Capital Advisors, LLC
SEC RegisteredFunding Opportunities. Partnering For Success.
About the firm
Matterhorn provides a creative approach for borrowers seeking a flexible solution to their financing needs. The firm offers senior and subordinated debt to lower-middle market operating companies, as well as mezzanine debt and structured preferred equity for real estate borrowers across the United States.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Senior and subordinated debt for lower-middle market operating companies for recapitalizations, growth, acquisitions, management buyouts, and bridge financings; mezzanine debt and structured preferred equity for multifamily, industrial, hospitality, mixed-use, and office real estate development and transitional properties.
Who they serve
Corporate borrowers in the lower-middle market and real estate borrowers seeking financing for development and transitional properties in primary and secondary markets across the United States.
| Client segment | Clients | Assets managed |
|---|---|---|
| Pension/Profit Sharing Plans | 2 | $396M |
Leadership
Office locations
Regulatory & compliance
Data as of March 31, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Matterhorn Capital Advisors, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
Find the right advisor for you
Take the free 3-minute assessment to get matched with advisors who fit your goals.
Get Matched