MERIDA CAPITAL HOLDINGS LLC
Firm details
- Headquarters
- RYE, New York
- CRD number
- 287784
- Registered since
- July 16, 2021
- Website
- www.meridacap.com
- Fee structure
- Percentage of AUM, Performance Based Fees, Other
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1RISHI DESAI
General Counsel & Chief Compliance OfficerCRD 4149965
Contacts
2 of 2FLORINDA KOKA
ControllerCRD 7894576
MITCHELL BARUCHOWITZ
Founder & Managing PartnerCRD 4959894
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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