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- Custodian
- Interactive Brokers
- Clients
- Retail
- Platforms
- --
- Established Date
- 11-21-2022
- Office Locations
- 1
Office Locations
About Meera Advisory, L.l.c.
Meera Advisory LLC provides one-time portfolio consulting and ongoing portfolio management for mid-career professionals seeking an actively managed equity portfolio. Founder Raj Atisivan runs a concentrated, long-term value-oriented SMA strategy (typically 15-25 stocks), with occasional ETFs and limited, short-term options/hedges; covered-call strategies may be used to generate cash flow. Client accounts are held at Interactive Brokers, with quarterly reporting and fee structures that can include performance-based fees.
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Owner & Executives
Raj Atisivan
Chief Compliance Officer, Managing Member
- CRD
- #7627841
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $4,706,973 | -- |
| Non-Discretionary | $0 | -- |
| Total | $4,706,973 | -- |
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Separately Managed Accounts
Total SMA Asset: $4,706,973
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $6,722,515,304 | 100.0% |
| Total | $6,722,515,304 | 100.0% |