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| Happy Holidays!! thanks for using AUM13F!! |
| Meridian Management Co
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| CRD # | 110216 |
| SEC # | 801-13452 |
| CIK # | 0000806097, 0002009685, 0001614940, 0001886872, 0002032629, 0001750735 |
| AUM | $766.5 M (2025-02-24) |
| Employees | 6 (50% Investors, 0% Brokers) |
| Phone | 501-663-7055 |
| Address | 11300 Cantrell Road Little Rock, AR 72212 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Wal Mart Stores Inc | 8.0 | ||
| Amazon Com Inc | 6.8 | ||
| Facebook Inc | 6.7 | ||
| Generac Holdings Inc | 6.7 | ||
| Alphabet Inc | 6.2 | ||
| ULTA Salon Cosmetics & Fragrance Inc | 6.1 | ||
| FleetCor Technologies Inc | 5.9 | ||
| Keysight Technologies Inc | 5.8 | ||
| Salesforce Com Inc | 5.6 | ||
| Paypal Holdings Inc | 5.5 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 90 | 42.8 |
| (b) Individuals (high net worth individuals) | 102 | 306.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 25 | 286.4 |
| (h) Charitable organizations | 7 | 10.8 |
| (i) State or municipal government entities | 2 | 104.4 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 5 | 15.5 |
| (n) Other | 0 | 0.0 |
| Total | 460 | 766.5 |
| By Discretionary | ||
| Discretionary | 460 | 766.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 460 | 766.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 766.5 | |
| Total | 460 | 766.5 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0000806097] | |
| 3 | [0001614940] | |
| 4 | [0001614940] | |
| D | [0001614940] | |
| SC 13D | [0001614940] | |
| 10-K | [0001750735] | |
| 10-Q | [0001750735] | |
| 3 | [0001750735] | |
| 4 | [0001750735] | |
| 8-K | [0001750735] | |
| D | [0001750735] | |
| SC 13G | [0001750735] | |
| D | [0001886872] | |
| 3 | [0002009685] | |
| 4 | [0002009685] | |
| 13F-HR | [0002032629] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
FSA Wealth Partners Inc
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|
MD | 0.8 |
|
The High Net Worth Advisory Group LLC
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|
FL | 0.8 |
|
CCG Wealth Management LLC
✚
|
CA | 0.8 |
|
Private Wealth Management Inc
✚
|
TN | 0.8 |
|
Burling Wealth Partners LLC
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|
IL | 0.8 |
|
Austin Wealth Management LLC
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|
TX | 0.8 |
|
B&T Capital Management Incorporated
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|
TX | 0.8 |
|
Aequitas Investment Advisors LLC
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|
MA | 0.8 |
|
PCG Wealth Advisors LLC
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|
KS | 0.8 |
|
Ramsay Stattman Vela & Price Inc
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|
CO | 0.8 |