A complete list of active advisors currently associated with Meridan Capital, LLC
Warmer can help you find a great advisor at Meridan Capital, LLC or one who fits your needs even better.
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.
To learn more about the advisors currently working at Meridan Capital, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Seattle, WA
| 20
|
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