Brian Mathis
Director/Board Member at NEWHOLD INVESTMENT CORP. II
Net worth: 116 294 $ as of 29/09/2017
Profile
Brian P.
Mathis is the founder of C Street Advisory Group LLC.
He currently holds positions as an Independent Director at Ares Real Estate Income Trust, Inc., an Independent Director at NewHold Investment Corp.
II, and a Partner at Pine Street Alternative Asset Management LLC.
He has previously held positions as a Director at Bell Sports, Inc., EdisonLearning, Inc., Linkscorp, Inc., and JPMorgan Chase & Co., a Managing Director at Advent Capital Management LLC, a Director at PAAMCO Prisma LLC and Eastport Operating Partners LP, and a Co-Managing Partner at Provident Group Asset Management.
He has also served as an Independent Director at NewHold Investment Corp.
from 2020 to 2021.
Mathis received his undergraduate degree from Stephen M.
Ross School of Business and his graduate degrees from Harvard Law School and Harvard Kennedy School of Government.
Known holdings in public companies
| Company | Date | Number of shares | Valuation | Valuation date |
|---|---|---|---|---|
Ares Real Estate Income Trust, Inc.
 Ares Real Estate Income Trust, Inc. Real Estate Investment TrustsFinance Ares Real Estate Income Trust, Inc. is a real estate investment trust, which engages in the investment and operation of real property. It operates through the following segments: Office, Retail, Residential, Industrial, and Other. The Office segment covers boutique office buildings catering to employees in supply-constrained central business districts and suburban cores. The Retail segment focuses on well-located necessity-based shopping centers. The Residential segment includes same store property NOI increased by approximately $1.3 million for the year ended December 31, 2023 compared to the same period in 2022, primarily due to increased rental rates, reduced vacancy and loss to lease, partially offset by increased operating expenses at certain of residential properties. The Industrial segment consists of distribution centers in key logistics and high-gross domestic product (GDP)-growth markets, capitalizing on seismic growth in e-commerce. The company was founded on April 11, 2005 and is headquartered in Denver, CO. 0.05% | 30/03/2024 | 15,589 ( 0.05% ) | 116 294 $ | 29/09/2017 |
Brian Mathis active positions
| Companies | Position | Start |
|---|---|---|
| NEWHOLD INVESTMENT CORP. II | Director/Board Member | - |
Ares Real Estate Income Trust, Inc.
Ares Real Estate Income Trust, Inc. Real Estate Investment TrustsFinance Ares Real Estate Income Trust, Inc. is a real estate investment trust, which engages in the investment and operation of real property. It operates through the following segments: Office, Retail, Residential, Industrial, and Other. The Office segment covers boutique office buildings catering to employees in supply-constrained central business districts and suburban cores. The Retail segment focuses on well-located necessity-based shopping centers. The Residential segment includes same store property NOI increased by approximately $1.3 million for the year ended December 31, 2023 compared to the same period in 2022, primarily due to increased rental rates, reduced vacancy and loss to lease, partially offset by increased operating expenses at certain of residential properties. The Industrial segment consists of distribution centers in key logistics and high-gross domestic product (GDP)-growth markets, capitalizing on seismic growth in e-commerce. The company was founded on April 11, 2005 and is headquartered in Denver, CO. | Director/Board Member | 07/09/2021 |
| C Street Advisory Group LLC | Founder | - |
Pine Street Alternative Asset Management LLC
 Pine Street Alternative Asset Management LLC Investment ManagersFinance Pine Street Alternative Asset Management LLC provides investment advice. It focuses on delivering diversified, alpha-oriented risk adjusted returns. The company was founded by Lofton Holder, Vinod Kurup, Carrie Lee and Brian P. Mathis in 2011 and is headquartered in New York, NY. | Corporate Officer/Principal | 30/11/2011 |
Former positions of Brian Mathis
| Companies | Position | End |
|---|---|---|
| NEWHOLD INVESTMENT CORP. | Director/Board Member | 30/06/2021 |
| Linkscorp, Inc. | Director/Board Member | - |
| Provident Group Asset Management | Corporate Officer/Principal | - |
Advent Capital Management LLC
 Advent Capital Management LLC Investment ManagersFinance Advent Capital Management LLC (Advent) is a privately-owned, SEC-registered investment advisor headquartered in New York City. The firm was founded by Tracy V. Maitland in 1995 as a division of Utendahl Capital Management LP and became independent in 2001. They manage assets across several traditional and alternative strategies on behalf of both institutional investors and private clients. Advent is a signatory to the UN Principles for Responsible Investment (UNPRI) and supporter of the Task Force on Climate-Related Financial Disclosures (TCFD). | Corporate Officer/Principal | - |
PAAMCO Prisma LLC
 PAAMCO Prisma LLC Investment ManagersFinance PAAMCO Prisma LLC is a SEC-registered investment advisor and fund of hedge funds manager headquartered in Newport Beach, California. The firm was founded in 2000 as Pacific Alternative Asset Management Co. LLC. They are a wholly-owned subsidiary of PAAMCO Prisma Holdings LLC, a holding company owned by Pholdings LLC. PAAMCO Prisma provides investment management and advisory services to clients that are generally organized as Funds and to separately managed accounts established for institutional investors. With limited exception, interests in client vehicles are generally only available to institutional investors and certain high net-worth investors. | Director/Board Member | - |
Training of Brian Mathis
| Stephen M. Ross School of Business | Undergraduate Degree |
| Harvard Law School | Graduate Degree |
| Harvard Kennedy School of Government | Graduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Listed companies | 2 |
|---|---|
| JPMORGAN CHASE & CO. | Finance |
 | Finance |
| Private companies | 11 |
|---|---|
Bell Sports, Inc.
 Bell Sports, Inc. Recreational ProductsConsumer Durables Bell Sports, Inc. manufactures and markets sports equipment. It offers gloves, helmets, and other accessories for auto racing, motorcycling, and bicycling. The firm's products are sold under the brand names such as Bike Star, Rhode Gear, Vistalite, Blackburn, and SportRack. The company is headquartered in Rantoul, IL. | Consumer Durables |
EdisonLearning, Inc.
 EdisonLearning, Inc. Internet Software/ServicesTechnology Services EdisonLearning, Inc. operates as an education management organization for public schools that provides international education services. It offers solutions in the areas of alternative education, virtual and blended learning, managed schools, and targeted consulting. The company was founded by John E. Chubb and H. Christopher Whittle in 1992 and is headquartered in Fort Lauderdale, FL | Technology Services |
Advent Capital Management LLC
Advent Capital Management LLC Investment ManagersFinance Advent Capital Management LLC (Advent) is a privately-owned, SEC-registered investment advisor headquartered in New York City. The firm was founded by Tracy V. Maitland in 1995 as a division of Utendahl Capital Management LP and became independent in 2001. They manage assets across several traditional and alternative strategies on behalf of both institutional investors and private clients. Advent is a signatory to the UN Principles for Responsible Investment (UNPRI) and supporter of the Task Force on Climate-Related Financial Disclosures (TCFD). | Finance |
PAAMCO Prisma LLC
PAAMCO Prisma LLC Investment ManagersFinance PAAMCO Prisma LLC is a SEC-registered investment advisor and fund of hedge funds manager headquartered in Newport Beach, California. The firm was founded in 2000 as Pacific Alternative Asset Management Co. LLC. They are a wholly-owned subsidiary of PAAMCO Prisma Holdings LLC, a holding company owned by Pholdings LLC. PAAMCO Prisma provides investment management and advisory services to clients that are generally organized as Funds and to separately managed accounts established for institutional investors. With limited exception, interests in client vehicles are generally only available to institutional investors and certain high net-worth investors. | Finance |
Eastport Operating Partners LP
 Eastport Operating Partners LP Investment ManagersFinance Eastport Operating Partners LP seeks investment opportunities in niche manufacturing companies located in the US. The fund focuses on companies with revenues of $15 - $100 million, annual EBITDA margins of 8% or more, sustainable barriers to entry, stable cash flows and low technology risk. It provides financing for acquisition transactions. | Finance |
| Provident Group Asset Management | |
Pine Street Alternative Asset Management LLC
Pine Street Alternative Asset Management LLC Investment ManagersFinance Pine Street Alternative Asset Management LLC provides investment advice. It focuses on delivering diversified, alpha-oriented risk adjusted returns. The company was founded by Lofton Holder, Vinod Kurup, Carrie Lee and Brian P. Mathis in 2011 and is headquartered in New York, NY. | Finance |
NewHold Investment Corp.
 NewHold Investment Corp. Financial ConglomeratesFinance NewHold Investment Corp. operates as a blank check company. It is formed for the purpose of effecting a merger, capital stock exchange, asset acquisition, stock purchase, reorganization or similar business combination with one or more businesses for its initial business. The company was founded on January 24, 2020 and is headquartered in Houston, NY. | Finance |
| Linkscorp, Inc. | |
NewHold Investment Corp. II
 NewHold Investment Corp. II Financial ConglomeratesFinance NewHold Investment Corp. II operates as a blank check company, which intends to effect a merger, capital stock exchange, asset acquisition, stock purchase, reorganization or similar business combination. The company was founded on February 25, 2021 and is headquartered in Houston, TX. | Finance |
| C Street Advisory Group LLC |
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