Overview
Matterhorn is an investment management firm founded in 2020 by its principal owner, Louis (Trey) Ott,
that specializes in credit opportunities in the lower and middle market corporate and real estate debt.
Our experienced, credit-oriented team focuses on financing the smaller transactions. Matterhorn’s
sources deal flow through our proprietary network. We structure off-network deals and creative
transactions that seek to provide excess returns for our investors. At Matterhorn, our goal is to balance
positive returns to our investors with the need for reasonably priced capital to enable our borrowers to
realize their own financial goals.
Matterhorn serves as the management company to Matterhorn Capital Partners, LP, a private fund
(“Client”) that seeks to offer eligible investors, including but not limited to, individual high net worth
investors, family offices, foundations, endowments, fund of funds, and registered investment advisers,
opportunities to invest in structured real estate debt, corporate debt, and tactical credit.
Investment advisory services are tailored to the Client’s investment objective and strategy. In selecting
and structuring investments
appropriate for the Client, and otherwise while acting in its capacity as the
management company of the Client, Matterhorn will consider the investment and tax objectives of the
Client as a whole, and not the strategic, investment, tax, or other objectives of any Limited Partner
individually.
The Client is available for investment via a “private offering,” and is only intended only for investment by
investors who are both (i) “qualified purchasers” as defined in Section 2(a)(51) of the Investment Company
Act of 1940, as amended (the “Investment Company Act”) and (ii) “accredited investors,” as defined under
the Securities Act of 1933, as amended (the “Securities Act”). The Client intends to seek investments on
an open-ended basis for so long as we believe the opportunity for the Client’s investments remains
attractive and available. The Client’s General Partner reserves the right to suspend or terminate the
offering of the interests in the Client at any time without notice.
Matterhorn does not provide portfolio management services through wrap fee programs.
As-of December 31, 2023, Matterhorn manages $246,335,432 on a discretionary basis.