Meta Investment Management Company LLC

-

Assets, Funds, Holdings

Home | Sign Up | Log In
List of Funds
Boston Firms
Boston Hedge Funds
Cornell Alumni Firms
CalPERS Portfolio
NYSCRF Portfolio
Related People
Fund Service Providers
User Guide
Regulatory AUM vs AUM
LP Portfolios
Related Firms
Build a Portfolio
Comprehensive Search
Meta Investment Management Company LLC
CRD #312540
SEC #801-120328
CIK #0000907471, 0001584382
AUM $3.9 M (2026-03-30)
Employees 1 (100% Investors, 0% Brokers)
Phone646-350-7400
Address240 Kent Avenue
Brooklyn, NY 11249
Source [IAPD] [EDGAR] [Website]
Total AUM ($M)
4.03.22.41.60.80.02010201520212027
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 0 0.0
(b) Individuals (high net worth individuals) 7 3.9
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 7 3.9
By Discretionary
Discretionary 7 3.9
Non-Discretionary 0 0.0
Total 7 3.9
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 3.9
Total 7 3.9
EDGAR Form CIK 2011 - 2026
10-K [0000907471]
10-Q [0000907471]
3 [0000907471]
4 [0000907471]
5 [0000907471]
8-K [0000907471]
D [0000907471]
SC 13G [0000907471]
D [0001584382]
Form 13D/13G Filer Form 13D/13G Subject Filed
Dimensional Fund Advisors LP Pathward Financial Inc [2026-04-09]
American Century Investment Management Inc Pathward Financial Inc [2026-02-13]
State Street Corp Pathward Financial Inc [2026-02-09]
State Street Corp Pathward Financial Inc [2025-02-05]
State Street Corp Pathward Financial Inc [2024-10-17]
FMR LLC Pathward Financial Inc [2024-02-09]
Goldman Sachs Group Inc Pathward Financial Inc [2024-02-05]
Dimensional Fund Advisors LP Pathward Financial Inc [2023-02-10]
FMR LLC Meta Financial Group Inc [2022-02-09]
Dimensional Fund Advisors LP Meta Financial Group Inc [2020-02-12]
View All
Form 3/4/5 Subject 2011 - 2026
Ferri Eric Anthony
Pathward Financial Inc
Hoople Elizabeth G.
Hajek Douglas J.
Perretta Christopher
Zlatkus Lizabeth H
McCray Ronald D
Stork Kendall E
Shulman Becky S
Mehta Neeraj
View All
Comparable Firms State AUM ($B)
QuantCore Capital Management LLC
0.0
Centerfin Inc
NY 0.0
UP Financial USA Inc
0.0
Integrated Financial Planning Services
0.0
Pensionbee Inc
0.0
Blue Chip Finance LLC
0.0
KIN Stewards LLC
0.0
Wealthface LLC
0.0
Invex Next LLC
FL 0.0
Golden Jade Capital Management LLC
0.0
Terms | Privacy | Providers | Guide
tony@aum13f.com