Insights

Boutique growth Matisse Capital operates as a small, SEC-registered investment advisor with 11-50 employees and manages two publicly traded mutual funds focused on closed-end fund investing, indicating potential value in expanding advisory and fund distribution services tailored to boutique asset managers.

Niche expertise The firm specializes in closed-end fund investments through its boutique global asset management arm, suggesting opportunities to offer product research, due diligence, and analytical tooling that enhances their unique investment thesis and fund selection capabilities.

AUM expansion Revenue is in the range of 25-50 million with ongoing fund activity and new stake acquisitions, signaling potential for expanded advisory relationships, asset growth consulting, or sub-advisory services as their fund complexes scale.

Strategic partnerships Recent fund investments in diverse asset managers and ETFs indicate an openness to collaboration and external strategies, presenting a path for distribution alliances, technology integration, or outsourced research partnerships.

Digital & compliance Active online presence with multiple tech stacks and disclosure requirements suggests selling regulatory-compliant marketing, cybersecurity, client reporting, and cloud-based workflow solutions to streamline operations and investor communications.

Similar companies to Matisse Capital

Matisse Capital Tech Stack

Matisse Capital uses 8 technology products and services including HubSpot Analytics, Linkedin Insight Tag, Amazon Web Services, and more. Explore Matisse Capital's tech stack below.

Media & News

Matisse Capital's Email Address Formats

Matisse Capital uses at least 1 email format:
Matisse Capital Email FormatsExamplePercentage
First@matissecap.comJohn@matissecap.com
100%

Frequently Asked Questions

What is Matisse Capital's phone number?

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You can contact Matisse Capital's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Matisse Capital's official website and social media links?

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Matisse Capital's official website is matissecap.com and has social profiles on LinkedIn.

How much revenue does Matisse Capital generate?

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As of September 2026, Matisse Capital's annual revenue is estimated to be $25M - $50M.

What is Matisse Capital's NAICS code?

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Matisse Capital's NAICS code is 5239 - Other Financial Investment Activities.

How many employees does Matisse Capital have currently?

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As of September 2026, Matisse Capital has approximately 14 employees across 1 continents, including North America. Key team members include President & Cio: B. T., Managing Partner & Chief Compliance Officer: N. T. and Vp, Investor Relations: J. T. Explore Matisse Capital's employee directory with LeadIQ.

What industry does Matisse Capital belong to?

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Matisse Capital operates in the Investment Management industry.

What technology does Matisse Capital use?

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Matisse Capital's tech stack includes HubSpot Analytics, Linkedin Insight Tag, Amazon Web Services, Wix, Shopify, Amazon Simple Email Service, Microsoft 365 and Google Cloud.

What is Matisse Capital's email format?

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Matisse Capital's email format typically follows the pattern of First@matissecap.com. Find more Matisse Capital email formats with LeadIQ.

When was Matisse Capital founded?

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Matisse Capital was founded in 1997.
Matisse Capital logo

Matisse Capital

Investment ManagementOregon, United States11-50 Employees

Matisse Capital is an SEC-registered investment advisor and the manager of Matisse Funds, a family of two publicly traded open-end mutual funds that invest primarily in underlying closed-end funds. The firm operates from the Portland area, with offices just outside Lake Oswego, Oregon, and concentrates on providing fee-based advisory and consulting services to individuals, employers, and nonprofits. Its core focus within the investment management industry is to access a professionally managed portfolio of income-producing closed-end funds through its boutique asset management arm, Matisse Funds, which emphasizes closed-end fund investing due to perceived market inefficiencies. The company’s activities include managing assets and offering advisory services while presenting disclosures and compliance information to clients through its website and related materials. A recent development noted in public releases is recognition for Matisse Funds in the 2026 LSEG Lipper Fund Awards, underscoring its ongoing involvement in fund management and industry recognition.

Section iconCompany Overview

Phone number
NAICS Code
5239 - Other Financial Investment Activities
Founded
1997
Employees
11-50

Section iconFunding & Financials

  • $25M - $50M

    Matisse Capital's revenue is estimated to be in the range of $25M - $50M

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