# Matthew H. Lam, CPA

Matthew H. Lam, CPA is an Asset Manager.

## Overview

- **Organization type:** Asset Manager
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 298893
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/298893

## About

Matthew H. Lam, CPA is an SEC-registered investment adviser. It has one employee and one investment adviser. The firm is based in the United States.

## People

- Matthew H. Lam — Certified Public Accountant

## Questions

### Does the firm make direct investments or participate in fund commitments?

No deployment activity is known. As a non-registered CPA firm, it does not operate investment vehicles or publicly participate in venture capital, private equity, or real estate fund commitments. Its role is advisory, focused on tax compliance and planning.

### How does the firm source or add value to investment decisions?

The firm does not source deals. Its value to allocators is indirect — by structuring legal entities, optimizing tax treatments for investment exits, or advising on estate planning. There is no public record of a dedicated investment committee or sourcing model.

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- [HCP Wealth Planning](https://altss.com/profile/hcp-wealth-planning-llc)
- [Morro Venture Partners](https://altss.com/profile/morro-venture-partners-llc)

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Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/matthew-h-lam-cpa

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