PRIME MERIDIAN CAPITAL MANAGEMENT, LLC

RIASEC RegisteredEst. 2017
Total AUM
$177M
Discretionary
$177M
100% of AUM
Avg account
$44.2M
Accounts
4
Employees
9
Advisory reps
4

Firm details

Headquarters
WALNUT CREEK, California
CRD number
166003
Registered since
August 11, 2017
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

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

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

2 of 2
  • DONALD DAVIS

    CEOCRD 6138476

  • Sandra Garcia

    Chief Compliance Officer and Director of OperationsCRD 6827336

Contacts

2 of 2
  • Val Katayev

    Managing PartnerCRD 6632078

  • JEREMY TODD

    Head of Capital MarketsCRD 2945287

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth