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Meridian Management Co
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CRD # | 110216 |
SEC # | 801-13452 |
CIK # | 0001750735, 0000806097, 0001886872, 0001614940, 0002032629, 0002009685 |
AUM | $772.1 MM (2024-07-19) |
Employees | 7 (43% Investors, 0% Brokers) |
Phone | 501-663-7055 |
Address | 11300 Cantrell Road Little Rock, AR 72212 |
Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
Total AUM ($MM) |
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Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
---|---|---|---|
WMT | 335,434.5 | 9.4 | |
AAPL | 2,382,844.0 | 7.1 | |
META | 434,852.0 | 6.4 | |
GOOG | 1,482,566.4 | 5.6 | |
CRM | 170,602.7 | 5.6 | |
AMZN | 1,092,997.8 | 5.1 | |
PYPL | 83,170.4 | 4.7 | |
ULTA | 19,996.6 | 4.7 | |
FI | 4.5 | ||
GNRC | 13,852.4 | 4.4 | |
View All |
Holdings by Sector ($MM) |
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AUM Breakdown | Accounts | AUM ($MM) |
---|---|---|
By Client Type | ||
(a) Individuals (other than high net worth individuals) | 163 | 67.0 |
(b) Individuals (high net worth individuals) | 108 | 306.7 |
(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 | 0 | 0.0 |
(g) Pension and profit sharing plans | 27 | 274.4 |
(h) Charitable organizations | 7 | 10.5 |
(i) State or municipal government entities | 2 | 98.7 |
(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 | 8 | 14.7 |
(n) Other | 0 | 0.0 |
Total | 672 | 772.1 |
By Discretionary | ||
Discretionary | 672 | 772.1 |
Non-Discretionary | 0 | 0.0 |
Total | 672 | 772.1 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 772.1 | |
Total | 672 | 772.1 |
EDGAR Form | CIK | 2011 - 2024 |
---|---|---|
13F-HR | [0000806097] | |
3 | [0001614940] | |
4 | [0001614940] | |
D | [0001614940] | |
SC 13D | [0001614940] | |
10-K | [0001750735] | |
10-Q | [0001750735] | |
3 | [0001750735] | |
4 | [0001750735] | |
8-K | [0001750735] | |
D | [0001750735] | |
SC 13G | [0001750735] | |
D | [0001886872] | |
3 | [0002009685] | |
4 | [0002009685] | |
13F-HR | [0002032629] |
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Balboa Wealth Partners Inc
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|
AZ | 0.8 |
Weaver Consulting Group LLC
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Lafayette Investments Inc
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NorthStar Fiduciary Partners LLC
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NJ | 0.8 |
Providence Capital Advisors LLC
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NC | 0.8 |
Quadcap Wealth Management LLC
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TX | 0.8 |
Frazier Financial Advisors LLC
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OH | 0.8 |
Cleveland Wealth LLC
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OH | 0.8 |