Meridian Fund Management, LLC is a large advisory firm based in Albany. It manages $506.15 million of regulatory assets for 2 client accounts. It has been registered with the SEC as an adviser since 2009 and has operated in the jurisdiction of New York.
Meridian Fund Management provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Meridian Fund Management, LLC is $506.15 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -16% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Meridian Fund Management, LLC for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The principal office where Meridian Fund Management, LLC performs its advisory services is located at 20 Corporate Woods Blvd., Albany, NY 12211 2396, which is also the mailing address of the firm. An additional office of the firm is in New York, NY. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 518-432-1600 or by fax 518-465-8680. The normal business hours are 8:00 a.m. to 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at www.mcphedge.com.