MATTHEW 25 MANAGEMENT CORP
Adviser information for MATTHEW 25 MANAGEMENT CORP last updated from Form ADV on March 12th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Corporation |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Pennsylvania, United States |
Employees
| Total Number of Employees | 1 |
|---|---|
| Investment Advisory/Research | 1 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 0 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 1 | $289.1M |
| Non-Discretionary | 0 | $0 |
| Total | 1 | $289.1M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 1 | $289.1M |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
Services
| Advisory Services | Portfolio management for investment companies |
|---|---|
| Compensation | % of AUM |
Principal Office
715 TWINING ROADSUITE #212
DRESHER
PA
United States
Monday - Friday, 9:00AM - 5:00PM
Tel: 215-884-4458, Fax: None
Chief Compliance Officer
LESLEY BUCK
715 TWINING ROAD
SUITE #212
DRESHER
PA
United States
Tel:
215-884-4458
L****@****************M
(Full email address available in API data)
Regulatory Contact
MULHOLLAND, MARK
PRESIDENT
715 TWINING ROAD
SUITE #212
DRESHER
PA
United States
Tel:
215-884-4458
Fax:
215-887-7470
I***@****************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| MULHOLLAND, MARK | Individual | – | PRESIDENT | 04/1995 | > 75% |
| BUCK, LESLEY, ANNE | Individual | – | CHIEF COMPLIANCE OFFICER | 08/2004 | < 5% |
No. Employees, Historic
RAUM, Historic
No. Clients, Historic
Holdings
From latest 13F, filed August 5th, 2024 for period ending June 30th, 2024
| Name | Class | Value $USD | # Shares | Private Fund |
|---|---|---|---|---|
| Amazon | COM | 23M | 118K | – |
| Apple, Inc. | COM | 14M | 67K | – |
| Berkshire Hathaway Inc. Class A | CLA | 13M | 22 | – |
| Deere & Co | COM | 1M | 3K | – |
| East West Bancorp, Inc. | COM | 11M | 145K | – |
| FedEx Corporation | COM | 31M | 104K | – |
| Federal Agric Mtg Corp | CLC | 12M | 65K | – |
| Federal Agric Mtg Corp | CLA | 10M | 82K | – |
| Goldman Sachs Group, Inc. | COM | 19M | 41K | – |
| Interface, Inc. | COM | 12M | 825K | – |
| JP Morgan Chase & Co | COM | 14M | 70K | – |
| KKR & Co. LP | CLA | 13M | 128K | – |
| MGM Resorts International | COM | 9M | 200K | – |
| Mastercard Inc. | CLA | 4M | 10K | – |
| Mercadolibre Inc | COM | 13M | 8K | – |
| Nvidia Corp. | COM | 46M | 375K | – |
| Park Hotels & Resorts Inc. | COM | 15M | 975K | – |
| Polaris Industries, Inc. | COM | 8M | 103K | – |
| Tesla, Inc. | COM | 14M | 73K | – |
| Vornado Realty Trust | SH BEN INT | 5M | 200K | – |