M
CRD: 318095
Meadow Lake Capital LLC
Houston, TX
7134437945
$16.7M Total AUM
$16.7M Disc. AUM
-- 3Y CAGR
1 Employees
7 ADV. Clients
4 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Fidelity/NFS
- Clients
- Retail
- Platforms
- --
- Established Date
- 02-17-2022
- Office Locations
- 1
Office Locations
-- Houston TX
About Meadow Lake Capital LLC
Meadow Lake Capital LLC is a Houston-based RIA. The firm has been operating for 4 years. Managing $16.7M in total assets under management, with 1 advisory representatives. They custody assets with Fidelity/NFS. Services offered include Asset Management, Estate Planning, Financial Planning.
Team overview
65 AVG AGE
$16.7M AVG AUM / ADVISOR
$2.4M AVG AUM / CLIENT
3.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
4yrs Firm Age
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Asset Classes
Foundation Bridge
Investment Themes
Beacon horizon Bridge fusion Optima eagle Horizon
Investment Vehicles
Wave
Services
Capital Vector Quantum north Vital Peak eagle
Owner & Executives
ROBERT CHARLES LESLIE
Chief Compliance Officer, Founder, Managing Member, President
- CRD
- #3070146
- Ownership
- 75% or more
(926) 602-7839
element.matrix@fusioncapital.com
in linkedin.com/in/catalyst-glacier
C
CARLA PISCIOTTA LESLIE
Institutional Consultant
- CRD
- #1668993
- Ownership
- 10% but less than 25%
(835) 864-3426
quantum.wave@crestcapital.com
in linkedin.com/in/north-timber
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $16,738,748 | -- |
| Non-Discretionary | $0 | -- |
| Total | $16,738,748 | -- |
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Separately Managed Accounts
Total SMA Asset: $16,738,748
Equity - Exchange:
15.1% Corporate - Investment Grade:
8.2% Public Funds:
20.4% U.S. Government/Agency:
8.4% Cash:
25.9% Municipal Bonds:
22.0% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $516,183,232 | 15.1% |
| Corporate - Investment Grade | $280,311,424 | 8.2% |
| Public Funds | $697,360,128 | 20.4% |
| U.S. Government/Agency | $287,148,288 | 8.4% |
| Cash | $885,373,888 | 25.9% |
| Municipal Bonds | $752,055,039 | 22.0% |
| Total | $3,418,431,999 | 100.0% |