MERIDIANA

RIASEC RegisteredEst. 2019
Total AUM
$442M
Discretionary
$0
0% of AUM
Avg account
$2.9M
Accounts
152
Employees
5
Advisory reps
4

Firm details

Headquarters
CORAL GABLES, Florida
CRD number
306237
Registered since
November 26, 2019
Website
www.meridiana-mfo.com
Custodians
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, SANTANDER INVESTMENT SECURITIES INC., J.P. MORGAN SECURITIES INC., MORGAN STANLEY & CO. LLC
Fee structure
Percentage of AUM, Fixed Fees, Other
Client types
  • HNWI100%
Services
Portfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Meridiana operates as a limited liability company that registered with the SEC in 2019. The firm describes itself as a capital allocator serving both individual/family and institutional clients. Advisory services focus on portfolio management for individuals and small businesses and on selecting other investment advisers. Fee arrangements include percentage-of-AUM fees as well as fixed and other fee structures. Meridiana does not identify as an active ESG investor and is not flagged as a multistate or newly formed adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Private Funds 39%, Exchange Traded Equities 29%, Investment Grade Corp Bonds 9%, Cash & Cash Equivalents 9%, Other 5%, US Government Bonds 4%, Non-Investment Grade Corp Bonds 2%, Public Funds/Mutual Funds 2%, State & Local Bonds 1%39%
  • Private Funds39%
  • Exchange Traded Equities29%
  • Investment Grade Corp Bonds9%
  • Cash & Cash Equivalents9%
  • Other5%

Contacts

3 of 4

  • ANDREA MERCHAN

    MemberCRD 7865014

  • ALBERT ROVIRA DOMENECH

    Senior Portfolio ManagerCRD 7768750

  • ARIADNA TOMAS VILA

    CCOCRD 7651906

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

CORAL GABLES, FL

MIAMI DADE

Location

CORAL GABLES, FL

Headquartered in CORAL GABLES, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.

Metro area
Miami-Port St. Lucie-Fort Lauderdale, FL
Region
South
County
MIAMI DADE
Address
2600 S Douglas Rd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth