AdvizorPro
Meta Investment Management Company LLC

Meta Investment Management Company LLC. CRD 312540

M

CRD: 312540

Meta Investment Management Company LLC

$3.9M Total AUM
$3.9M Disc. AUM
8.1% 3Y CAGR
1 Employees
7 ADV. Clients
5 yrs Firm Age

This is a profile preview from the AdvizorPro Platform.

Request a Free Trial

Firm Details

Custodian
SSG
Clients
Retail
Established Date
01-01-2021
Office Locations
1

Office Locations

240 Kent Avenue Suite K2-B40b Brooklyn NY

About Meta Investment Management Company LLC

MIMCO (Meta Investment Management Company LLC) is a Brooklyn, NY investment management firm focused on generating attractive risk-adjusted returns through portfolio construction and asset allocation. The firm primarily implements public equity and fixed income exposure using ETFs and mutual funds for retail clients, including entrepreneurs. Leadership brings institutional investment experience from firms such as Morgan Stanley Smith Barney, Scudder Kemper Investments, Dresdner Kleinwort Benson, and UniCredit.

Reported data analysis

What the numbers show

Between March 27, 2025 and March 30, 2026, reported AUM increased 3.0%, from $3.8M to $3.9M.

Across 5 reported observations, AUM increased 12.3% between March 11, 2022 and March 30, 2026, from $3.4M to $3.9M.

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

The firm reports 1 advisory representatives and 7 clients, or 7 clients per representative. That equates to $553.0K in reported AUM per client.

The profile lists 1 reported office location and 5 years in operation. The source data was last updated on March 30, 2026. Figures reflect reported regulatory data and may not include subsequent changes.

Team overview

-- AVG AGE
$3.9M AVG AUM / ADVISOR
$553.0K AVG AUM / CLIENT
5.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
0 RIA Reps
5yrs Firm Age

Additional firm insights

Explore the complete firm intelligence record

AdvizorPro subscribers can review Meta Investment Management Company LLC's detailed market signals, platform relationships, investment themes, and prospecting intelligence in one place.

Explore AdvizorPro

Available data coverage

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

Unlock the underlying categories and values

The full Meta Investment Management Company LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.

View full data

Owner & Executives

M

MICHAEL YVES STOYNOV

Chief Compliance Officer, Chief Executive Officer, Chief Financial Officer, Chief Investment Officer

CRD
--
Ownership
75% or more

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
03-11-2022
03-03-2023
01-22-2024
03-27-2025
03-30-2026
Category Assets AVG. Account size
Discretionary $3,871,052 $553,007
Non-Discretionary $0 --
Total $3,871,052 $553,007

Want deeper insight
into 45,000+ RIAs?

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

Separately Managed Accounts

SMA allocation detail is available

Meta Investment Management Company LLC has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.

View SMA data

Start a free trial and
prospect smarter