Meta Investment Management Company LLC

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Assets, Funds, Holdings

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Meta Investment Management Company LLC
CRD #312540
SEC #801-120328
CIK #0001584382, 0000907471
AUM $3.8 M (2025-03-27)
Employees 1 (100% Investors, 0% Brokers)
Phone646-350-7400
Address240 Kent Avenue
Brooklyn, NY 11249
Source [IAPD] [EDGAR] [Website]
Total AUM ($M)
4.03.22.41.60.80.02011201620212026
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) 6 3.8
(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 6 3.8
By Discretionary
Discretionary 6 3.8
Non-Discretionary 0 0.0
Total 6 3.8
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 3.8
Total 6 3.8
EDGAR Form CIK 2011 - 2025
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
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FMR LLC Meta Financial Group Inc [2022-02-09]
Dimensional Fund Advisors LP Meta Financial Group Inc [2020-02-12]
Vanguard Group Inc Meta Financial Group Inc [2020-02-11]
Vanguard Group Inc Meta Financial Group Inc [2018-02-09]
Dimensional Fund Advisors LP Meta Financial Group Inc [2018-02-09]
View All
Form 3/4/5 Subject 2011 - 2025
Pathward Financial Inc
Stork Kendall E
Warren Jennifer W.
Pharr Brett L.
Hajek Douglas J.
Berde Anjana Thatte
Zlatkus Lizabeth H
Hoople Elizabeth G.
Shulman Becky S
McCray Ronald D
View All
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