Meridan Capital, LLC

Overview

Meridan Capital, LLC is a small, privately owned advisory firm that combines discretionary portfolio management for individuals and small businesses with management of pooled investment vehicles. The firm’s stated business mix leans toward actively managed strategies rather than passive-only portfolios: public mutual funds and separately managed account (SMA) work make up the bulk of client assets, and Meridan also sponsors a hedge fund vehicle. Fee arrangements at the firm are flexible and include percentage-of-AUM, fixed and hourly fees, and performance-based fees, which aligns with a manager that runs both traditional client accounts and an incentive-fee hedge fund. Investment activity centers on liquid public-market instruments through pooled vehicles and mutual funds, with the firm appearing to favor delegated fund managers and multi-manager fund structures inside client portfolios. Meridan does not position itself as an ESG specialist and is not listed as a multi-state or pension consultant adviser; the client base is a mix of individual/family and institutional relationships, reflecting a hybrid institutional/private client approach.

Assets & Accounts

Public Holdings

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Location & Offices