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| Meta Investment Management Company LLC
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|
|---|---|
| CRD # | 312540 |
| SEC # | 801-120328 |
| CIK # | 0000907471, 0001584382 |
| AUM | 3.9 M (2026-03-30) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 646-350-7400 |
| Address | 240 Kent Avenue Brooklyn, NY 11249 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 7 | 3.9 |
| (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 | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 7 | 3.9 |
| By Discretionary | ||
| Discretionary | 7 | 3.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 7 | 3.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 3.9 | |
| Total | 7 | 3.9 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 10-K | [0000907471] | |
| 10-Q | [0000907471] | |
| 3 | [0000907471] | |
| 4 | [0000907471] | |
| 5 | [0000907471] | |
| 8-K | [0000907471] | |
| D | [0000907471] | |
| SC 13G | [0000907471] | |
| D | [0001584382] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Retail |
| Insider Transaction (Form 3/4/5) | Date | Action | Shares | Price | Value ($) |
|---|---|---|---|---|---|
|
Pathward Financial Inc CASH
Common Stock
|
2026-02-24 | Grant | 1,650 | $0.00 | |
|
Pathward Financial Inc CASH
Common Stock
|
2026-02-24 | Grant | 1,650 | $0.00 | |
|
Pathward Financial Inc CASH
Common Stock
|
2026-02-24 | Grant | 1,650 | $0.00 | |
|
Pathward Financial Inc CASH
Common Stock
|
2026-02-24 | Grant | 1,650 | $0.00 | |
|
Pathward Financial Inc CASH
Common Stock
|
2026-02-24 | Grant | 1,650 | $0.00 | |
|
Pathward Financial Inc CASH
Common Stock
|
2026-02-24 | Grant | 1,650 | $0.00 | |
|
Pathward Financial Inc CASH
Common Stock
|
2026-02-24 | Grant | 1,650 | $0.00 | |
|
Pathward Financial Inc CASH
Common Stock
|
2026-02-24 | Grant | 1,650 | $0.00 | |
|
Pathward Financial Inc CASH
Common Stock
|
2026-02-23 | Sell | 15,641 | $93.88 | 1,468,377 |
|
Pathward Financial Inc CASH
Common Stock
|
2026-02-09 | Sell | 3,000 | $94.15 | 282,450 |
|
Pathward Financial Inc CASH
Common Stock
|
2026-01-30 | Sell | 1,450 | $89.94 | 130,413 |
|
Pathward Financial Inc CASH
Common Stock
|
2025-12-16 | Gift | 650 | $0.00 | |
|
Pathward Financial Inc CASH
Common Stock
|
2025-12-09 | Gift | 1,000 | $0.00 | |
|
Pathward Financial Inc CASH
Common Stock
|
2025-12-05 | Tax withheld | 114 | $74.36 | 8,477 |
|
Pathward Financial Inc CASH
Common Stock
|
2025-12-05 | Tax withheld | 737 | $74.36 | 54,803 |
|
Pathward Financial Inc CASH
Common Stock
|
2025-12-05 | Tax withheld | 235 | $74.36 | 17,475 |
|
Pathward Financial Inc CASH
Common Stock
|
2025-12-05 | Tax withheld | 353 | $74.36 | 26,249 |
|
Pathward Financial Inc CASH
Common Stock
|
2025-12-05 | Tax withheld | 776 | $74.36 | 57,703 |
|
Pathward Financial Inc CASH
Common Stock
|
2025-12-05 | Tax withheld | 221 | $74.36 | 16,434 |
|
Pathward Financial Inc CASH
Common Stock
|
2025-12-05 | Tax withheld | 2,192 | $74.36 | 162,997 |
| showing 20 of 200 most recent transactions | |||||
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|
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