MERIDA CAPITAL HOLDINGS LLC

RIASEC RegisteredEst. 2021
Total AUM
$157M
Discretionary
$157M
100% of AUM
Avg account
$14.3M
Accounts
11
Employees
10
Advisory reps
3

Firm details

Headquarters
RYE, New York
CRD number
287784
Registered since
July 16, 2021
Fee structure
Percentage of AUM, Performance Based Fees, Other
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Merida Capital Holdings LLC is an SEC-registered investment manager formed as a limited liability company in 2021 that focuses on running pooled investment vehicles for institutional investors. The firm acts as sponsor, general partner and managing member of the funds it advises, and its reported advisory activity centers on portfolio management for pooled vehicles rather than separate advisory mandates for retail clients. Fee arrangements include a percentage-of-AUM component plus performance-based fees, which is consistent with a private fund manager that takes an active, incentive-aligned stake in outcomes. Investment allocation preferences are concentrated in private markets and structured-credit style vehicles. The firm is classified as a private equity fund manager and a securitized asset fund manager and also deploys capital into venture-oriented strategies through third-party external managers. Merida is not flagged as an active ESG investor and does not identify as a multi-state adviser; its client base is institutional rather than retail.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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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

Owners & executives

1 of 1
  • RISHI DESAI

    General Counsel & Chief Compliance OfficerCRD 4149965

Contacts

2 of 2
  • FLORINDA KOKA

    ControllerCRD 7894576

  • MITCHELL BARUCHOWITZ

    Founder & Managing PartnerCRD 4959894

Wealth teams

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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

RYE, NY

WESTCHESTER

Location

RYE, NY

Headquartered in RYE, 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
WESTCHESTER
Address
670 Milton Rd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth