Investor Alert: Significant Complaint Against Matthew Brett Koelliker — May Recover Losses
A plaintiff brings a significant complaint against Matthew Brett Koelliker after alleged losses of $15 million.
Matthew Brett Koelliker (CRD #5660722), currently registered as a director with KKR Capital Markets LLC in San Francisco, is the subject of a pending customer dispute per his FINRA BrokerCheck record.
The complaint, filed on September 26, 2025, alleges that while affiliated with M360 Advisors, LLC, Koelliker recommended a direct-investment limited partnership interest in a real-estate security. The client claims the limited partnership was misrepresented and failed to honor a 2021 withdrawal request. The reported damages in one pending count exceed $15 million, and another count claims the value of the investment significantly decreased following the client’s attempted withdrawal.
Investors who purchased limited partnership interests, private real estate offerings, or other illiquid investments through Matthew Koelliker may want to review their account statements, offering documents, and communications to verify whether they were properly informed of liquidity restrictions, risk levels, and redemption terms. If you believe your experience matches these allegations—misrepresented investment, unexpected loss of value, or inability to withdraw funds—you might have a claim to recover losses through FINRA arbitration or other legal avenues.
Investor Alert: Significant Complaint Against Matthew Brett Koelliker
Goodman & Nekvasil, P.A., is investigating brokers who may have unsuitably recommended investments to their clients.
St. Petersburg, Florida law firm Goodman & Nekvasil, P.A., has a national practice representing victimized investors. The firm continues to investigate brokerage firms that placed elderly retirees and other conservative investors in unsuitable investments.
Goodman & Nekvasil, P.A., has filed numerous cases against brokerage firms selling high-risk investments and has recovered more than $500 million dollars on behalf of victimized investors.
We allege in these cases that these investment recommendations were unsuitable for our clients in view of their financial situation, needs and investment objectives.
There is no charge for an evaluation of your case. We handle our cases on a contingency fee basis. This means that unless we recover money for you, we charge no attorney’s fee.
If you incurred losses on your investment and would like your case evaluated by a securities attorney, please contact us.
Some of the information in this blog post was obtained from FINRA on 11/4/25. If you believe this information was reported incorrectly, please contact our firm: 1-800-500-4442.