Meraki Advisors LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Meraki primarily serves individual and high net worth clients, providing discretionary portfolio management under a long-only equity strategy as well as financial planning and development of investment policy statements. The firm also offers portfolio allocation and manager-selection services for a select group of clients, recommending third-party advisers when appropriate.
The investment approach emphasizes concentrated long positions in equity, preferred equity, ETFs, and closed-end funds, supported by industry and company-level fundamental analysis and valuation focused on expected future cash flows. Meraki uses options and other derivative instruments within client accounts to shape risk/reward and implements tactical changes within a strategic portfolio framework while executing batched trades for similar accounts.
Noteworthy features in the brochure include explicit disclosure of the use of options and derivative strategies and a detailed discussion of hedging and derivative risks, which is less common among peers. The firm also documents its process for recommending and performing due diligence on third-party managers (including private equity and hedge funds) and communicates performance-related information to clients, while highlighting the portfolio manager’s central role in account management.
Client services
Expertise
Fee options
Financial consultation - $100; Financial plans - $500; Fees for portfolio allocation/management services are negotiable flat fees.
Account minimum: $250,000 (negotiable)
Main office
1901 N Akard St.
Dallas TX 75201
Advisors at this office
1
Most active in
Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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