MT
MT

Matthew Tillotson

7 Years of Experience
Cottonwood Heights, UT

Matthew Tillotson is a registered investment advisor at S20 Capital, LLC, based in Cottonwood Heights, UT, with 7 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 7 clients with $40M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
3 advisors
Number of Clients
7 clients
Average Client Portfolio
$5.8M average
Assets Under Management
$40.3M

Fee Structure

Minimum Investment:$250K
Investment management only (planning not offered)

s20 Capital manages investment funds and charges a management fee of 2% of the total capital contributed by investors. This fee covers portfolio management and administrative services until the fund is dissolved. The fee can be paid upfront or in quarterly installments. Investors also reimburse the Advisor for expenses related to the fund's operation. The Advisor also receives a portion of the fund's profits, called a Carried Interest.

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Location

6975 Union Park Ave, Cottonwood Heights, UT, 84047

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Matthew is the CEO of Scalar Group, Inc., a business valuation firm, dedicating significantly more than full-time hours to managing its operations. He is also a member of Green Shoots Holdings, LLC, a commercial real estate holding company, and Green Shoots ACF, LLC, an entity used to invest personal money in real estate funds, dedicating minimal time to each.

Employment History
Current Registrations
S20 Capital, LLC
November 2018 - Present · 7 yrs 6 mos
State Registrations1 state
UT
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.