MEADOW CAPITAL MANAGEMENT LLC

RIASEC RegisteredEst. 2012
Total AUM
$6B
Discretionary
$4.1B
68% of AUM
Avg account
$398M
Accounts
15
Employees
17
Advisory reps
3

Firm details

Headquarters
New York, New York
CRD number
161322
Registered since
March 5, 2012
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles66.24%
  • Pension & Profit Sharing Plans33.76%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Meadow Capital Management LLC is a private investment firm organized as an LLC that focuses on managing pooled real estate vehicles for institutional investors. The firm acts as an active sponsor and general partner for its funds and provides portfolio management for pooled investment vehicles rather than single-family wealth advisory. Meadow Capital deploys a fee model that combines a percentage of assets under management with performance-based fees, reflecting an emphasis on alignment of economics with fund performance. Investment activity centers on private real estate strategies, with a footprint in externally managed hedge funds as a complement to its real estate allocations. Meadow Capital does not position itself as an ESG-driven investor and identifies its primary client base as institutional. Its regulatory history shows SEC registration in 2012, and it maintains responsibilities typical of a fund sponsor and managing member rather than a broad retail advisory platform.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Other 100%100%
  • Other100%

Contacts

3 of 3
  • J. MCDANIEL

    Founding PartnerCRD 6024713

  • TIMOTHY YANTZ

    Founding PartnerCRD 6024710

  • JEFFREY KAPLAN

    Managing PartnerCRD 1729141

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

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
430 Park Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth