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 an LLC-structured hedge fund manager that registered with the SEC in 2021. The firm serves institutional clients and operates as an active sponsor and general partner or managing member of pooled investment vehicles. Its advisory work focuses on portfolio management for pooled vehicles and for businesses or institutional investors. Fee arrangements include both a percentage-of-assets component and performance-based fees. Meteora does not identify as an active ESG investor and is not registered as a multi-state adviser or pension consultant.
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 1JOSEPH LEVY
CFO & Chief Compliance OfficerCRD 5754191
Contacts
1 of 1VIKAS 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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