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Meridiana

Meridiana. CRD 306237

Meridiana logo

CRD: 306237

Meridiana

Coral Gables, FL, 33134
3054480014
meridiana-mfo.com
$441.9M Total AUM
$0 Disc. AUM
8.8% 3Y CAGR
5 Employees
13 ADV. Clients
6 yrs Firm Age

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Firm Details

Custodian
JP Morgan · Merrill Lynch · Morgan Stanley
Clients
Retail and Institutional
Platforms
EagleTimber vertex +more
Established Date
09-01-2019
Office Locations
2

Office Locations

2600 S. Douglas Rd. Suite 908 Coral Gables FL
AV Meritxell 76, 1RO 3RA Andorra LA Vella --

About Meridiana

Meridiana MFO LLC is a registered investment adviser and multi-family office focused on helping families preserve and grow wealth across generations. The firm provides holistic guidance and portfolio construction/asset management while coordinating with clients’ existing institutions. Investment exposure includes ETFs, fixed income, and private funds/alternatives. Notable for a transparency-first model with compensation that may be tied to family outcomes and no hidden brokerage commissions; offices in Coral Gables, FL and Andorra.

Team overview

-- AVG AGE
$147.3M AVG AUM / ADVISOR
$34.0M AVG AUM / CLIENT
3.6 yrs AVG TENURE
5 Employees
3 Advisory Reps
2 RIA Reps
6yrs Firm Age

Insights

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Asset Classes

Value Peak Optima Matrix peak Delta Vector

Client Personas

Summit

Custodian

Horizon insight Zenith momentum Oak horizon Capital zenith

Investment Themes

Legacy

Investment Vehicles

Signal frontier

Services

Ember Glacier signal Focus

Technology

Unison Capital Capital Signal harbor

Owner & Executives

ENRIQUE CARRILLO

ENRIQUE CARRILLO

Managing Partner, PRINCIPAL

CRD
--
Ownership
10% but less than 25%
(413) 631-8317
unison.focus@primecapital.com
in linkedin.com/in/radial-peak
A

ANDREA MERCHAN

Executive Director

CRD
--
Ownership
5% but less than 10%
(221) 200-2865
legacy.frontier@pathwaycapital.com
in linkedin.com/in/meridian-quantum
T

Timber pioneer

Vertex prime

CRD
#94124
Ownership
44.0%
(587) 423-7168
focus.alpha@signalcapital.com
in linkedin.com/in/eagle-north

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Contacts

A

ALBERT ROVIRA DOMENECH

--

CRD
#7768750
(958) 540-8190
optima.focus@capitalcapital.com
in linkedin.com/in/pathway-radial

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
03-10-2022
04-27-2023
02-07-2024
01-22-2025
04-28-2026
Category Assets AVG. Account size
Discretionary $0 --
Non-Discretionary $441,877,759 $2,907,091
Total $441,877,759 $2,907,091

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Separately Managed Accounts

Total SMA Asset: $441,877,759

$441.9M Total SMA
Private Funds:
24.5%
Equity - Exchange:
13.6%
Cash:
9.1%
Corporate - Investment Grade:
10.8%
Other:
11.2%
U.S. Government/Agency:
14.3%
Corporate - Non-Investment Grade:
9.3%
Other:
7.2%
Asset class Assets Assets %
Private Funds $1,318,340,535 24.5%
Equity - Exchange $731,813,521 13.6%
Cash $489,669,341 9.1%
Corporate - Investment Grade $581,146,032 10.8%
Other $602,669,959 11.2%
U.S. Government/Agency $769,480,394 14.3%
Corporate - Non-Investment Grade $500,431,305 9.3%
Other $387,430,687 7.2%
Total $5,380,981,774 100.0%

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