Meridian Management Co

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Assets, Funds, Holdings

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Meridian Management Co
CRD #110216
SEC #801-13452
CIK #0001750735, 0000806097, 0001886872, 0001614940, 0002032629, 0002009685
AUM $772.1 MM (2024-07-19)
Employees 7 (43% Investors, 0% Brokers)
Phone501-663-7055
Address11300 Cantrell Road
Little Rock, AR 72212
Source [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook]
Total AUM ($MM)
90072054036018002001200920172025
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 ($MM)
4003202401608002013201720212025
AUM Breakdown Accounts AUM ($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]
Form 13D/13G Filer Form 13D/13G Subject Filed
Fourthstone LLC Meridian Corp [2024-02-14]
Strategic Value Investors LP Meridian Corp [2021-02-12]
Banc Funds Co LLC Meridian Corp [2021-02-11]
Vanguard Group Inc Meridian Corp [2021-02-10]
Ategra Capital Management LLC Meridian Corp [2018-11-20]
Meridian Investments LLC National Security Group Inc [2016-05-09]
Form 3/4/5 Subject 2011 - 2024
5E Advanced Materials, Inc.
Susanto Halim
Ascend Global Investment Fund SPC - Strategic Segregated Por
Meridian Investments Corp
Ascend Financial Holdings Ltd
Ascend Capital Advisors (S) Pte. Ltd.
Imbesi Anthony Mark
Meridian Corp
Annas Christopher J.
Lindsay Denise
View All
Comparable Firms State AUM ($BB)
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MA 0.8
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MD 0.8
NorthStar Fiduciary Partners LLC
NJ 0.8
Providence Capital Advisors LLC
NC 0.8
Quadcap Wealth Management LLC
TX 0.8
Frazier Financial Advisors LLC
OH 0.8
Cleveland Wealth LLC
OH 0.8
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