Single Family OfficeRIA · CRD 121795SEC-Registered

Updated:

Money Matters

Money Matters is a discreet US single-family office managing private family capital.

Money Matters

MONEY MATTERS is an SEC-registered investment adviser in MINNETONKA, MN. The firm manages approximately $25 million in regulatory assets. It has 2 employees and 2 investment advisers.

General information

Firm type

Single Family Office

Year founded

AUM

Undisclosed

Location

Region

North America

Country

United States

City

Corporate office

United States

Frequently asked questions

Who runs investment decisions at Money Matters?

The investment decision-makers at Money Matters are not publicly identified. No named chief investment officer, managing director, or principal has been disclosed in available public records.

Is Money Matters structured as a single family office or a multi-family office?

Money Matters appears to be structured as a single family office, serving one undisclosed principal family. It does not market wealth management services to external clients, which distinguishes it from a multi-family office or registered investment advisor.

What is Money Matters' known posture on co-investments alongside external GPs?

There is no public record of Money Matters' co-investment activity. Single-family offices of its discreet profile often negotiate co-investment rights alongside fund commitments, but no specific partnerships or direct deals have been publicly disclosed.

Does Money Matters participate in fund commitments or only direct deals?

While not confirmed, a single-family office with no public deal-by-deal reporting typically allocates to both direct investments and third-party fund commitments. Without a public track record, the exact ratio remains unknown.

Does Money Matters maintain philanthropic structures?

No philanthropic foundation or donor-advised fund has been publicly associated with Money Matters. Many family offices do separate charitable activities from investment operations, but no such structure has been identified here.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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