MEADOWPARK CAPITAL, LLC

RIASEC Registered
Total AUM
$61.5M
Discretionary
$17.1M
28% of AUM
Avg account
$20.5M
Accounts
3
Employees
1
Advisory reps
1

Firm details

Headquarters
DALLAS, Texas
CRD number
173814
Custodians
RAYMOND JAMES & ASSOCIATES, INC., MORGAN STANLEY & CO. LLC
Fee structure
Percentage of AUM
Client types
  • Corporations / Businesses100%
Services
Portfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Meadowpark Capital, LLC is structured as a single-owner limited liability company that bills clients on a percentage-of-assets-under-management basis. Its registered advisory activity is centered on portfolio management for businesses or institutions rather than retail wealth management. The firm does not identify as an active ESG investor, is not registered as a multi-state adviser, and does not present itself as a capital allocator or pension consultant. Meadowpark appears to operate a narrowly focused advisory practice aimed at institutional or business accounts.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 83%, US Government Bonds 9%, Cash & Cash Equivalents 8%83%
  • Exchange Traded Equities83%
  • US Government Bonds9%
  • Cash & Cash Equivalents8%

Contacts

1 of 1
  • TOMMY PEREIRA

    Managing MemberCRD 2786019

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

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Location

Primary office

DALLAS, TX

DALLAS

Location

DALLAS, TX

Headquartered in DALLAS, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.

Metro area
Dallas-Fort Worth, TX-OK
Region
South
County
DALLAS
Address
4030 Maple Ave
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth