Meadowbrook Wealth Management LLC

-

Assets, Funds, Holdings

Home | Sign Up | Log In
New Features
Latest Fund Raises
Related People
Fund Service Providers
Startup & Company Raises
List of Funds
Boston Firms
Boston Hedge Funds
Cornell Alumni Firms
CalPERS Portfolio
NYSCRF Portfolio
User Guide
Regulatory AUM vs AUM
LP Portfolios
Related Firms
Build a Portfolio
Comprehensive Search
Keyboard
Meadowbrook Wealth Management LLC
CRD #110508
SEC #801-110418
CIK #0002090468
AUM 110.1 M (2026-04-20)
Employees 2 (100% Investors, 0% Brokers)
Phone888-888-5250
Address1042 Franklin Avenue
Garden City, NY 11530
Source [IAPD] [EDGAR] [Website]
Total AUM ($M)
1209672482402010201520212027
Sector Form 13F Holdings Value ($M)
Amazon Com Inc 8.9
Shopify Inc 6.2
Yandex NV 5.9
Apple Inc 5.3
Applovin Corp 4.1
Lilly Eli & Co 3.9
AbbVie Inc 3.3
Alphabet Inc 2.5
General Electric Co 2.3
Visa Inc 2.3
View All
Holdings by Sector ($M)
1008060402002023202420252027
Type Form D Funds Date Sold AUM
HF GMG Capital Development LP 2017-04-07 0.0 M
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 142 79.1
(b) Individuals (high net worth individuals) 32 31.0
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 260 110.1
By Discretionary
Discretionary 260 110.1
Non-Discretionary 0 0.0
Total 260 110.1
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 110.1
Total 260 110.1
EDGAR Form CIK 2011 - 2026
13F-HR [0002090468]
Firm Profile (Form ADV)
Discretionary AUM$0.0B
ServesRetail
Fund TypesHedge Fund
Comparable Firms State AUM
Live Oak Wealth Advisory Group LLC
TX 155.5 M
Bannerstone Capital Management LLC
MN 155.3 M
American Asset Management Inc
FL 153.3 M
Essex Ridge Capital Group LLC
MO 146.3 M
Blank Equity Management LLC
NY 143.0 M
First Growth Capital LLC
130.6 M
Quantum LEAP Capital LLC
VT 120.5 M
Horse Cove Partners LLC
GA 106.6 M
Snow Financial Management LLC
97.6 M
Oppenheimer Close LLC
NY 93.0 M
Terms | Privacy | Providers | Companies | Guide
tony@aum13f.com