|
⚲
|
| MEOW Advisory LLC
✚
| |
|---|---|
| CRD # | 321099 |
| SEC # | 801-127664 |
| CIK # | |
| AUM | $282.6 MM (2024-03-28) |
| Employees | 2 (50% Investors, 0% Brokers) |
| Phone | 929-333-3405 |
| Address | 1504 Bay Rd Miami Beach, FL 33139 |
| Source | [IAPD] [Website] [Twitter] |
| Total AUM ($MM) |
|---|
| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| LF | Calvin Financial Services LLC | [2022-04-26] | 0.0 | 14.1 |
| LF | CLEO Financial Services LLC | 2022-04-26 | 6.0 | |
| LF | Felix Financial Technologies LLC | [2022-04-26] | 0.0 | 41.0 |
| LF | Remy Financial Services LLC | 2022-04-26 | 0.0 | |
| LF | Tiger Financial Services LLC | [2022-04-26] | 0.0 | 10.5 |
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 7 | 0.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 223 | 282.3 |
| (n) Other | 0 | 0.0 |
| Total | 230 | 282.6 |
| By Discretionary | ||
| Discretionary | 230 | 282.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 230 | 282.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.7 | |
| United States Persons | 281.9 | |
| Total | 230 | 282.6 |
| Form D Directors | # Filings | # Firms | 2011 - 2024 |
|---|---|---|---|
| Brandon Arvanaghi | 11 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Livelife Capital Partners LLC
✚
|
MA | 0.3 |
|
Kilner Capital Advisors LLC
✚
|
MD | 0.3 |
|
Equita Financial Network Inc
✚
|
PA | 0.3 |
|
Paragon Private Wealth Management LLC
✚
|
KY | 0.3 |
|
Spectrum Wealth Advisory Group LLC
✚
|
CA | 0.3 |
|
EFP Advisors Inc
✚
|
MS | 0.3 |
|
Capstone Triton Financial Group LLC
✚
|
OK | 0.3 |
|
Targeted Financial Services LLC
✚
|
NJ | 0.3 |
|
Stevens Capital Partners Inc
✚
|
NE | 0.3 |
|
Strategic Wealth Advisors LLC
✚
|
AZ | 0.3 |