META INVESTMENT MANAGEMENT COMPANY LLC

Overview

Meta Investment Management Company LLC is a small, fee-based advisory firm that focuses on portfolio management for individual and family clients and small businesses. The firm charges a percentage-of-AUM fee and concentrates its work on traditional public-market vehicles, with public mutual funds representing the largest portion of assets under management. Meta Investment Management Company LLC is SEC-registered (since 2021) and structured as a limited liability company owned by an individual. The adviser does not identify as an ESG-focused investor and does not operate as a multi-state or pension consultant adviser. Investment activity leans toward centralized discretionary management: the firm reports all assets as discretionary and manages a compact client base. Given the scale and client profile, the firm appears positioned to deliver tailored, hands-on portfolio oversight rather than large-scale institutional solutions or broad third-party manager platforms.

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Location & Offices