AdvizorPro
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

This is a profile preview from the AdvizorPro Platform.

Request a Free Trial

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.

Team overview

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

Insights

Available
Available
Available
Available
Available
Available
Available
Available

Asset Classes

Available

Client Personas

Available

CRM

Available

Custodian

Available

Investment Themes

Available

Investment Vehicles

Available

Services

Available

Owner & Executives

M

Michael Joseph Sepulveda

Managing Director, Managing Member

CRD
#6739926
Ownership
75% or more
Available
Available
Available

Showing 1 of 1 owners & executives

Unlock all

Contacts

No contact records available.

Showing 0 of 1 contacts

Unlock all

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 --

Want deeper insight
into 45,000+ RIAs?

What you're seeing here is just the starting point.

Separately Managed Accounts

Total SMA Asset: Available

Locked Total SMA
Equity - Exchange:
Available
Cash:
Available
Derivatives:
Available
Asset class Assets Assets %
Equity - Exchange Available Available
Cash Available Available
Derivatives Available Available
Total Available Available

Continue browsing

View all advisor firms in Texas

Start a free trial and
prospect smarter