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 is an independent registered investment adviser organized as a limited liability company and SEC-registered since 2019. The firm functions as a capital allocator for both individual and family clients as well as institutional clients, providing portfolio management for individuals and small businesses and selecting third‑party advisers and managers. Its fee arrangements include asset‑based fees, fixed fees and other fee structures. According to filings, Meridiana does not identify as an active ESG investor.

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

    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

FINTRX

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