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| Meridian Management Co
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|
|---|---|
| CRD # | 110216 |
| SEC # | 801-13452 |
| CIK # | 0001750735, 0001886872, 0000806097, 0001614940 |
| AUM | $741.6 MM (2023-03-28) |
| Employees | 6 (50% Investors, 0% Brokers) |
| Phone | 501-663-7055 |
| Address | 11300 Cantrell Road Little Rock, AR 72212 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [Facebook] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| WMT | 335,434.5 | 7.0 | |
| AAPL | 2,382,844.0 | 5.4 | |
| FISV | 58,576.2 | 5.3 | |
| FANG | 22,791.8 | 4.7 | |
| CRM | 170,602.7 | 4.7 | |
| FLT | 16,349.8 | 4.6 | |
| GOOG | 1,482,566.4 | 4.4 | |
| V | 419,260.5 | 4.4 | |
| PYPL | 83,170.4 | 4.3 | |
| PWR | 17,834.3 | 4.1 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 147 | 51.0 |
| (b) Individuals (high net worth individuals) | 100 | 239.7 |
| (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 | 32 | 337.7 |
| (h) Charitable organizations | 7 | 9.9 |
| (i) State or municipal government entities | 2 | 93.2 |
| (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 | 6 | 10.1 |
| (n) Other | 0 | 0.0 |
| Total | 599 | 741.6 |
| By Discretionary | ||
| Discretionary | 599 | 741.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 599 | 741.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 741.6 | |
| Total | 599 | 741.6 |
| EDGAR Form | CIK | 2011 - 2023 |
|---|---|---|
| 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] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Oakhurst Capital Management LLC
✚
|
DC | 0.7 |
|
Global Investment Adviser LC
✚
|
FL | 0.7 |
|
KWMG LLC
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|
KS | 0.7 |
|
Biondo Investment Advisors LLC
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|
PA | 0.7 |
|
Ironsides Asset Advisors LLC
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NC | 0.7 |
|
Elite Wealth Management Inc
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|
WA | 0.7 |
|
Arlington Financial Advisors LLC
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|
CA | 0.7 |
|
TRG Investment Advisors LLC
✚
|
VT | 0.7 |
|
Deerfield Financial Advisors Inc
✚
|
IN | 0.7 |
|
Burt Associates Incorporated
✚
|
MD | 0.7 |