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Meridian Fund Management, LLC (Albany)


Meridian Fund Management, LLC is a large advisory firm based in Albany. It manages $506.15 million of regulatory assets for 2 client accounts. It has been registered with the SEC as an adviser since 2009 and has operated in the jurisdiction of New York.

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Meridian Fund Management provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Meridian Fund Management: assets under management

The assets under management (AUM) of Meridian Fund Management, LLC is $506.15 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -16% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $506.15 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $253.07 million each.
Meridian Fund Management has custody of $354.96 million in cash and securities for 1 client in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Meridian Fund Management, LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Albany

The principal office where Meridian Fund Management, LLC performs its advisory services is located at 20 Corporate Woods Blvd., Albany, NY 12211 2396, which is also the mailing address of the firm. An additional office of the firm is in New York, NY. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 518-432-1600 or by fax 518-465-8680. The normal business hours are 8:00 a.m. to 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at www.mcphedge.com.


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