PRIME MERIDIAN CAPITAL MANAGEMENT, LLC
Adviser information for PRIME MERIDIAN CAPITAL MANAGEMENT, LLC last updated from Form ADV on March 26th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Nevada, United States |
Employees
| Total Number of Employees | 9 |
|---|---|
| Investment Advisory/Research | 4 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 3 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 6 | $184.4M |
| Non-Discretionary | 0 | $0 |
| Total | 6 | $184.4M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 6 | $184.4M |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
Services
| Advisory Services | Portfolio management for pooled investment vehicles |
|---|---|
| Compensation | % of AUMPerformance-based fees |
Principal Office
2121 N. CALIFORNIA BLVD.SUITE 830
WALNUT CREEK
CA
United States
Monday - Friday, 9AM - 5PM
Tel: 925-587-5075, Fax: 925-835-7075
Chief Compliance Officer
SANDRA GARCIA
DIRECTOR OF OPERATIONS
2121 N. CALIFORNIA BLVD.
SUITE 830
WALNUT CREEK
CA
United States
Tel:
925-357-2602
Fax:
925-835-7075
S*****@***********M
(Full email address available in API data)
Regulatory Contact
JEFFREY BARCLAY
ATTORNEY
200 S. MICHIGAN
SUITE 1100
CHICAGO
IL
United States
Tel:
312-456-3433
J**@********M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| PRIME MERIDIAN INCOME FUND, LP | Hedge Fund | $16.1M | $0.5M | 25 |
| PRIME MERIDIAN MONEYLION SPV, LLC | Hedge Fund | $7.2M | $0.5M | 2 |
| PRIME MERIDIAN NPL, LLC | Hedge Fund | $18.8M | $0.5M | 7 |
| PRIME MERIDIAN REAL ESTATE LENDING FUND, LP | Hedge Fund | $76.7M | $0.5M | 12 |
| PRIME MERIDIAN SMALL BUSINESS LENDING FUND, LP | Hedge Fund | $7.1M | $0.5M | 73 |
| PRIME MERIDIAN SPECIAL OPPORTUNITIES FUND, LP | Hedge Fund | $90.3M | $0.5M | 53 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| DAVIS, DONALD, DAVID | Individual | – | MANAGER | 03/2012 | 50-75% |
| POISE HOLDINGS, INC. | Domestic Entity | – | MEMBER | 11/2015 | 25-50% |
| TAM USA, LLC | Domestic Entity | – | MEMBER | 01/2016 | 5-10% |
| KATAYEV, VALERIY | Individual | – | DIRECTOR | 01/2016 | < 5% |
| GARCIA, SANDRA, MARIA | Individual | – | CHIEF COMPLIANCE OFFICER | 03/2017 | < 5% |
| SEMEYKO, ALEXANDER | Individual | TAM USA, LLC | MEMBER | 12/2015 | 25-50% |
| FROLOV, ALEXANDER | Individual | TAM USA, LLC | MEMBER | 12/2015 | 25-50% |
| LOBANOV, MIKHAIL | Individual | TAM USA, LLC | MEMBER | 12/2015 | 25-50% |
| KATAYEV, VALERIY | Individual | POISE HOLDINGS, INC. | CHIEF EXECUTIVE OFFICER | 01/2009 | > 75% |