Atlas Meridian Capital LLC

Overview

Atlas Meridian Capital LLC is an independent, New York–registered advisory firm that serves individual and family clients. The firm provides portfolio management and financial planning services for individuals and small businesses and also publishes periodicals or newsletters as part of its client outreach. Compensation is a mix of percentage-of-assets and fixed fees. The firm does not position itself as a capital allocator; instead it combines publicly traded securities, mutual funds, and third‑party alternative managers to construct client portfolios.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices