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Meraki Advisors LLC

Meraki Advisors LLC. CRD 286274

Meraki Advisors LLC logo

CRD: 286274

Meraki Advisors LLC

$28.7M Total AUM
$28.7M Disc. AUM
-- 3Y CAGR
1 Employees
36 ADV. Clients
9 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company ยท Interactive Brokers
Clients
Retail and Institutional
Platforms
--
Established Date
03-09-2017
Office Locations
1

Office Locations

1901 N Akard St. Dallas TX

About Meraki Advisors LLC

Meraki Global Advisors provides outsourced trading as an integrated extension of buy-side trading desks, executing directly with client counterparties across all asset classes and regions. Serves hedge funds, asset managers, family offices, endowments and RIAs, with 24x6 global coverage, a 3:1 client-to-trader model, and 25+ years average industry experience. Winner of the 2024 HFM US Services Award for Best Outsourced Trading Solution.

Reported data analysis

What the numbers show

Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.

The firm reports 1 advisory representatives and 36 clients, or 36 clients per representative. That equates to $798.5K in reported AUM per client.

The profile lists 1 reported office location and 9 years in operation. The source data was last updated on March 28, 2026. Figures reflect reported regulatory data and may not include subsequent changes.

Team overview

33 AVG AGE
$28.7M AVG AUM / ADVISOR
$798.5K AVG AUM / CLIENT
9.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
9yrs Firm Age

Additional firm insights

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Available data coverage

  • Asset Classes
  • Client Personas
  • CRM
  • Custodian
  • Investment Themes
  • Investment Vehicles
  • Services

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Owner & Executives

M

Michael Joseph Sepulveda

Managing Director, Managing Member

CRD
#6739926
Ownership
75% or more

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $28,745,477 --
Non-Discretionary $0 --
Total $28,745,477 --

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Separately Managed Accounts

SMA allocation detail is available

Meraki Advisors LLC has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.

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