Matthew Koelliker: KKR, Ex-M360 Advisor Faces $15mm Complaint

San Francisco, California financial advisor Matthew Koelliker (CRD# 5660722) has received multiple investor complaints alleging that his conduct resulted in damages. Financial Industry Regulatory Authority records show that he is registered as a broker with KKR Capital Advisors and that he was previously the president of M360 Advisors.

Mr. Koelliker’s BrokerCheck report discloses three investor complaints. The most recent, filed in September 2025, alleges that as a representative of M360 Advisors, he breached a limited partnership agreement. The pending complaint alleges unspecified damages “to be proven at trial.”

An earlier investor complaint, filed in October 2024, similarly alleged that he failed to honor a customer’s limited partnership redemption request. The pending complaint alleges damages of more than $15 million.

KKR Capital’s website includes a profile of Mr. Koelliker that describes his experience and services. As it explains, he joined the firm in 2024 and is currently part of its Global Client Solutions practice, where he focuses “on business development and capital raising activities for institutional investors across the Western U.S.” In the past, he worked at M360 Advisors as well as PIMCO and Goldman Sachs.

According to the Financial Industry Regulatory Authority, Matthew Koelliker holds nine years of securities industry experience. Based in San Francisco, California, he has been registered as a broker with KKR Capital Advisors since November 2024. He was previously registered as a broker with PIMCO Investments in Newport Beach, California from 2011 until 2020. His credentials include the passage of six securities industry qualifying exams: the Securities Industry Essentials Examination, or SIE; the National Commodity Futures Examination, or Series 3; the General Securities Representative Examination, or Series 7; the Uniform Combined State Law Examination, or Series 66; the Uniform Securities Agent State Law Examination, or Series 63; and the General Securities Representative Examination, or Series 7TO. He holds 52 state licenses. (Information current as of November 3, 2025.)

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