Sound Point Meridian Management Company LLC

RIASEC RegisteredEst. 2024
Total AUM
$478M
Discretionary
$478M
100% of AUM
Avg account
$478M
Accounts
1
Employees
9
Advisory reps
5

Firm details

Headquarters
New York, New York
CRD number
329887
Registered since
March 18, 2024
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Investment Companies100%
Services
Portfolio Management for Investment Companies

Firm profile

FINTRX

Overview

Sound Point Meridian Management Company LLC is a limited liability company that registers with the SEC as an institutional registered investment adviser (SEC-registered in 2024). It serves institutional clients and focuses its advisory work on portfolio management for investment companies. The firm charges both asset-based fees and performance-linked compensation, and it does not market itself as an active ESG investor. Corporate classifications indicate the adviser operates in institutional channels rather than as a retail RIA. The firm's legal and organizational notes show an ownership structure tied to domestic entity and individual ownership, and it is not identified as a multi-state adviser or a pension consultant. Its public filings also classify it as engaging in activities beyond traditional advisory work, including roles tied to pooled investment vehicles.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

3 of 3
  • Daniel Fabian

    Daniel Fabian

    Global CFOCRD 6159551

  • Andrea Sayago

    Andrea Sayago

    Chief Compliance OfficerCRD 6042456

  • Sarah Seelaus

    Sarah Seelaus

    Chief Operating OfficerCRD 7072373

Contacts

2 of 2
  • Stephen Ketchum

    Stephen Ketchum

    Managing PartnerCRD 1274772

  • Vincent Darpino

    General CounselCRD 1551042

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

New York, NY

New York

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
New York
Address
375 Park Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth