PRIME MERIDIAN CAPITAL MANAGEMENT, LLC
Firm details
- Headquarters
- WALNUT CREEK, California
- CRD number
- 166003
- Registered since
- August 11, 2017
- Website
- www.pmifunds.com
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Prime Meridian Capital Management, LLC is structured as a hedge-fund style registered investment adviser that focuses on managing pooled investment vehicles for institutional clients. The firm, formed as an LLC and registered with the SEC in 2017, runs actively managed pooled products and charges a mix of asset-based and performance-based fees. Its regulatory profile and business activity classification emphasize portfolio management for pooled vehicles rather than one-off advisory relationships or broad retail distribution. The firm is not an active ESG investor and does not position itself as a capital allocator; instead it operates and/or advises hedge fund vehicles and uses external managers for select alternative exposures.
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
2 of 2DONALD DAVIS
CEOCRD 6138476
Sandra Garcia
Chief Compliance Officer and Director of OperationsCRD 6827336
Contacts
2 of 2Val Katayev
Managing PartnerCRD 6632078
JEREMY TODD
Head of Capital MarketsCRD 2945287
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
WALNUT CREEK, CA
CONTRA COSTA
Location
WALNUT CREEK, CA
Headquartered in WALNUT CREEK, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- CONTRA COSTA
- Address
- 2121 N California Blvd
- Time zone
- PT (UTC-8)
- Office locations
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