DSC MERIDIAN CAPITAL LP
Firm details
- Headquarters
- New York, New York
- CRD number
- 296590
- Registered since
- April 19, 2021
- Website
- dscmeridiancapital.com
- Custodians
- THE BANK OF NEW YORK MELLON SA/NV DUBLIN BRANCH, STATE STREET BANK AND TRUST COMPANY
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles83.16%
- Other16.84%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
DSC Meridian Capital LP is a limited partnership organized as a hedge fund that registered with the SEC in 2021. The firm serves institutional clients and operates as a commodity pool operator / commodity trading advisor while also providing portfolio management for pooled investment vehicles. Its economics combine a percentage-of-assets fee with performance-based compensation. The firm identifies itself as an active ESG investor and is owned through a mix of domestic entities and individuals.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Non-Investment Grade Corp Bonds51%
- Other36%
- Exchange Traded Equities9%
- Cash & Cash Equivalents4%
Owners & executives
2 of 2SHERU CHOWDHRY
Founder & Chief Investment OfficerCRD 4264620
DAVID GULKOWITZ
Partner, Chief Operating OfficerCRD 6189061
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 2Active vs passive
$72M in ETFs
100%
$72M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES BROAD USD HIGH YIELD CORPORATE BOND ETF (USHY) | BlackRock | Passive | High Yield Bond | $40M | 1,084,952 | 55.53% |
Location
New York, NY
NEW YORK
Location
New York, NY
Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- NEW YORK
- Address
- 888 7th Ave
- Time zone
- ET (UTC-5)
- Office locations
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