$30.6M Total AUM
$30.6M Disc. AUM
-- 3Y CAGR
1 Employees
6 ADV. Clients
20 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 04-03-2006
- Office Locations
- 1
Office Locations
-- Seattle WA
About Meridan Capital, LLC
Meridan Capital LLC is a Seattle-based alternative investment manager and Washington-registered investment adviser. The firm uses quantitative, analytically rigorous decision-making to allocate capital in pursuit of strong risk/reward outcomes. Its alternative strategy is run through a private entity and is available exclusively to qualified investors, serving both retail and institutional channels.
Team overview
-- AVG AGE
$30.6M AVG AUM / ADVISOR
$5.1M AVG AUM / CLIENT
20.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
20yrs Firm Age
Insights
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Asset Classes
Wave Horizon beacon Unison timber Pathway Legacy
Custodian
Pioneer
Investment Vehicles
Horizon Timber
Services
Insight north Quantum Unison Pathway
Owner & Executives
S
SCOTT JOSEPH POEPPING
Chief Compliance Officer, Managing Member, Principal
- CRD
- #5095794
- Ownership
- 75% or more
(912) 897-6279
prime.beacon@vectorcapital.com
in linkedin.com/in/alpha-bridge
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $30,631,566 | -- |
| Non-Discretionary | $0 | -- |
| Total | $30,631,566 | -- |
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Separately Managed Accounts
Total SMA Asset: $18,412,673
Public Funds:
12.6% Cash:
37.1% U.S. Government/Agency:
22.5% Equity - Exchange:
27.8% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $682,060,820 | 12.6% |
| Cash | $2,008,290,193 | 37.1% |
| U.S. Government/Agency | $1,217,965,751 | 22.5% |
| Equity - Exchange | $1,504,864,350 | 27.8% |
| Total | $5,413,181,114 | 100.0% |