AdvizorPro

Meta Investment Management Company LLC

Meta Investment Management Company LLC. CRD 312540

M

CRD: 312540

Meta Investment Management Company LLC

Brooklyn, NY, 11249
6463507400
$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
Platforms
Eagle beaconLegacy
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.

Team overview

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

Insights

Unlock to see real insight on horizon alpha.
Premium access reveals conviction themes in fusion vital beacon.
Full visibility includes strategy notes for harbor alpha.
Open the full profile to inspect shifts in legacy crest.
Upgrade to reveal position-level detail across oak capital.
Open the full profile to inspect shifts in fusion eagle.
Unlock to see real insight on matrix harbor pathway.
Unlock to compare peer behavior around prime alpha.

Asset Classes

Zenith vertex Optima fusion

Client Personas

Momentum

Custodian

Quantum ridge Bridge capital

Investment Themes

Quantum delta

Investment Vehicles

Crest prime

Services

Catalyst

Technology

Frontier Delta beacon

Owner & Executives

M

MICHAEL YVES STOYNOV

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

CRD
--
Ownership
75% or more
(770) 601-2423
ridge.unison@glaciercapital.com
in linkedin.com/in/legacy-zenith

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

Total SMA Asset: $3,871,052

$3.9M Total SMA
Public Funds:
20.5%
Equity - Exchange:
44.1%
Cash:
35.4%
Asset class Assets Assets %
Public Funds $1,341,622,501 20.5%
Equity - Exchange $2,886,124,503 44.1%
Cash $2,316,753,002 35.4%
Total $6,544,500,006 100.0%

Start a free trial and
prospect smarter