Meteora Capital, LLC
Firm details
- Headquarters
- Boca Raton, Florida
- CRD number
- 313378
- Registered since
- October 29, 2021
- Custodians
- J.P. MORGAN SECURITIES INC., GOLDMAN SACHS & CO. LLC, TD BANK
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles82.59%
- Other Investment Advisers15.73%
- Other1.68%
- Services
- Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Meteora Capital, LLC is a privately owned LLC that operates as a hedge fund manager serving institutional clients. The firm is SEC-registered (since 2021) and charges both a percentage-of-assets fee and performance-based fees. Its advisory work centers on managing pooled investment vehicles and providing portfolio management for businesses and institutional investors. Meteora is not positioned as an ESG investor and does not identify as a multi-state adviser. Meteora also acts in sponsor and general partner roles for pooled vehicles, indicating active involvement in structuring and operating the funds it manages rather than only acting as a passive allocator.
Assets & Accounts
Public Holdings
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
Asset composition
- Exchange Traded Equities68%
- Non-Investment Grade Corp Bonds28%
- Derivatives3%
- Non-Exchange Traded Equities1%
Owners & executives
1 of 1
Joseph Levy
CFO & Chief Compliance OfficerCRD 5754191
Contacts
1 of 1
Vikas Mittal
Founder & Managing MemberCRD 4562909
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 1Active vs passive
$13.9M in ETFs
100%
$13.9M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES MBS ETF (MBB) | BlackRock | Passive | Intermediate Government | $13.9M | 146,600 | 100.00% |
Location
Boca Raton, FL
Palm Beach
Location
Boca Raton, FL
Headquartered in Boca Raton, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.
- Metro area
- Miami-Port St. Lucie-Fort Lauderdale, FL
- Region
- South
- County
- Palm Beach
- Address
- 1200 N Federal Hwy
- Time zone
- ET (UTC-5)
- Office locations
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