M
$855.0K Total AUM
$855.0K Disc. AUM
-- 3Y CAGR
1 Employees
20 ADV. Clients
6 yrs Firm Age
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- Custodian
- Altruist · Charles Schwab & Company · Truist Bank
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 05-01-2020
- Office Locations
- 1
Office Locations
1349 W Peachtree Street NE, Suite 1910 Atlanta GA
About Meranti Capital Partners, Inc.
Meranti Capital Partners, Inc. is a Atlanta-based RIA. The firm has been operating for 6 years. Managing $855.0K in total assets under management, with 1 advisory representatives. They custody assets with Altruist and Charles Schwab & Company.
Team overview
-- AVG AGE
$855.0K AVG AUM / ADVISOR
$42.8K AVG AUM / CLIENT
4.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
6yrs Firm Age
Insights
Available
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Accredited Investors
Available
Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
Joseph Edward Stacy
Chief Compliance Officer, Chief Executive Officer
- CRD
- #2908631
- Ownership
- 75% or more
Available
Available
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S
STEPHEN JAMES CARVELLI
--
- CRD
- --
- Ownership
- 10% but less than 25%
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Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $855,020 | -- |
| Non-Discretionary | $0 | -- |
| Total | $855,020 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Total | Available | Available |
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