ATLAS MERIDIAN CAPITAL LLC

Overview

Atlas Meridian Capital LLC is a small, independent registered investment adviser that focuses on serving individual and family clients with a mix of financial planning, portfolio management for individuals and small businesses, and periodic publication of investment commentary. The firm charges fees as a percentage of assets under management and also uses fixed fees for some services. Atlas Meridian leans toward equity-centered portfolios — exchange-traded equities are its primary holding type — while also incorporating third-party alternative managers across a range of private-market strategies. The firm’s client base is very concentrated: three clients drive the majority of assets under management, which supports a high-touch, customized advisory model rather than a scaled institutional platform. Atlas Meridian is not flagged as an active ESG investor and does not operate as a multi-state adviser in the filings provided.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices