Meridan Capital, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$18,412,673
Clients
5
Advisors
1
of 1 employees
About
Meridan Capital, LLC is a small independent registered investment adviser serving a limited number of clients, including individual and high‑net‑worth investors as well as pooled investment vehicles. The firm provides portfolio management, one‑time portfolio structuring, and financial consulting, and it also acts as general partner and investment adviser to a private investment fund.
For its fund, Meridan seeks capital appreciation by capturing short‑term directional movements in U.S. equity indexes, taking long or short exposure through index‑based vehicles guided by a proprietary multi‑variable quantitative model rather than pursuing a market‑neutral strategy. For separately managed accounts and structuring engagements, the firm prepares a multi‑page investment policy statement, typically manages portfolios on a discretionary basis, and conducts periodic reviews to align positions with client objectives and risk tolerance.
Noteworthy for a solo independent adviser, Meridan operates a private pooled vehicle and implements performance‑based compensation for that fund while managing outside client accounts on asset‑based or other fee arrangements. The firm documents custody controls and independent review procedures for fund distributions, performs daily oversight of fund positions, and provides regular reporting and review for client portfolios.
Client services
Expertise
Fee options
Financial Consultation may be charged as flat fee, hourly, or annual fee depending on scope
$0 - $500,000: Not explicitly stated (Portfolio Management fees start at 1.25% for first $500,000) $0 - $500,000: 1.25% (Portfolio Management annual fee) $500,001 - $1,000,000: 1.10% (Portfolio Management annual fee) $1,000,001 - $2,000,000: 1.00% (Portfolio Management annual fee) $2,000,001 - $5,000,000: 0.85% (Portfolio Management annual fee) $5,000,001 - $10,000,000: 0.75% (Portfolio Management annual fee) $10,000,001 - $20,000,000: 0.65% (Portfolio Management annual fee) $20,000,001+: 0.55% (Portfolio Management annual fee) $500,000 - $1,000,000: 1.50% (Portfolio Structuring one-time fee) $1,000,001 - $2,000,000: 1.25% (Portfolio Structuring one-time fee) $2,000,001 - $3,000,000: 1.00% (Portfolio Structuring one-time fee) $3,000,001 - $4,000,000: 0.85% (Portfolio Structuring one-time fee) $4,000,001 - $5,000,000: 0.75% (Portfolio Structuring one-time fee) $5,000,001 - $6,000,000: 0.65% (Portfolio Structuring one-time fee) $6,000,001 - $7,000,000: 0.55% (Portfolio Structuring one-time fee) $7,000,001+: 0.45% (Portfolio Structuring one-time fee)
Financial Consultation charged at $495/hour (or as otherwise negotiated)
For Meridan Capital Partners, L.P. Fund: 20% incentive allocation on profits exceeding prior losses (performance-based fee)
Account minimum: $1,000,000 minimum for Portfolio Management services (separately managed accounts); $500,000 minimum investment in the Fund Fee-only: Portfolio Structuring and Financial Consultation services offered on a fee-only basis; Portfolio Structuring fees are one-time fees, Financial Consultation fees are hourly, flat, or annual fees.
Main office
Seattle WA
Advisors at this office
1
Most active in
Washington
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.
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