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| Meg Green & Associates Inc
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|---|---|
| CRD # | 284866 |
| SEC # | 801-108236 |
| CIK # | |
| AUM | 1,017.9 M (2026-03-31) |
| Employees | 15 (40% Investors, 73% Brokers) |
| Phone | 954-289-9000 |
| Address | 8151 Peters Road Plantation, FL 33324 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| PE | MG&A Private Assets Master Fund LLC | [2025-09-18] | 11.3 M | 47.1 M |
| Filed 2025-11-12 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 413 | 125.8 |
| (b) Individuals (high net worth individuals) | 231 | 833.7 |
| (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 | 2 | 47.1 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 9 | 0.6 |
| (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 | 2 | 10.6 |
| (n) Other | 0 | 0.0 |
| Total | 1,924 | 1,017.9 |
| By Discretionary | ||
| Discretionary | 1,380 | 868.4 |
| Non-Discretionary | 544 | 149.5 |
| Total | 1,924 | 1,017.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.3 | |
| United States Persons | 1,016.6 | |
| Total | 1,924 | 1,017.9 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| Jason Brown | Executive Officer | 114 | 8 | |
| Eric Knauss | Executive Officer | 81 | 6 | |
| Ryan Laughon | Executive Officer | 54 | 6 | |
| Anya Janeway | Executive Officer | 47 | 6 | |
| Molly Herendeen | Executive Officer | 45 | 5 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Fund Types | Private Equity |
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