Meridan Capital, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$18,412,673
This total excludes 1 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
5
100% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
5
Very LowAverage account size
$3,682,535
About
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.
Client services
Portfolio management
Financial consultation
Expertise
Factor investing / smart beta
Passive / index investing
Fee options
Financial Consultation may be charged as flat fee, hourly, or annual fee depending on scope
$0 - $500,000: Not explicitly stated (Portfolio Management fees start at 1.25% for first $500,000) $0 - $500,000: 1.25% (Portfolio Management annual fee) $500,001 - $1,000,000: 1.10% (Portfolio Management annual fee) $1,000,001 - $2,000,000: 1.00% (Portfolio Management annual fee) $2,000,001 - $5,000,000: 0.85% (Portfolio Management annual fee) $5,000,001 - $10,000,000: 0.75% (Portfolio Management annual fee) $10,000,001 - $20,000,000: 0.65% (Portfolio Management annual fee) $20,000,001+: 0.55% (Portfolio Management annual fee) $500,000 - $1,000,000: 1.50% (Portfolio Structuring one-time fee) $1,000,001 - $2,000,000: 1.25% (Portfolio Structuring one-time fee) $2,000,001 - $3,000,000: 1.00% (Portfolio Structuring one-time fee) $3,000,001 - $4,000,000: 0.85% (Portfolio Structuring one-time fee) $4,000,001 - $5,000,000: 0.75% (Portfolio Structuring one-time fee) $5,000,001 - $6,000,000: 0.65% (Portfolio Structuring one-time fee) $6,000,001 - $7,000,000: 0.55% (Portfolio Structuring one-time fee) $7,000,001+: 0.45% (Portfolio Structuring one-time fee)
Financial Consultation charged at $495/hour (or as otherwise negotiated)
For Meridan Capital Partners, L.P. Fund: 20% incentive allocation on profits exceeding prior losses (performance-based fee)
Account minimum: $1,000,000 minimum for Portfolio Management services (separately managed accounts); $500,000 minimum investment in the Fund Fee-only: Portfolio Structuring and Financial Consultation services offered on a fee-only basis; Portfolio Structuring fees are one-time fees, Financial Consultation fees are hourly, flat, or annual fees.
Main office location
Meridan Capital, LLC
Seattle WA, United States
Number of offices
2
Most active in
Meridan Capital, LLC has reported serving >5 clients in these states in the last 12 months.
Washington
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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