DSC MERIDIAN CAPITAL LP
Adviser information for DSC MERIDIAN CAPITAL LP last updated from Form ADV on March 20th, 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 Partnership |
---|---|
Fiscal Year End | DECEMBER |
Legal Location | Delaware, United States |
Employees
Total Number of Employees | 11 |
---|---|
Investment Advisory/Research | 8 |
Registered Broker-Dealer Representatives | 0 |
Registered State Investment Advisers | 0 |
Licensed Agents of an Insurance Company | 0 |
No. of Firms/People that Solicit Clients | 1 |
RAUM
Provides Management of Securities Portfolios | Yes |
---|
Type | Accounts | RAUM |
---|---|---|
Discretionary | 14 | $1.2B |
Non-Discretionary | 0 | $0 |
Total | 14 | $1.2B |
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 | 9 | $895.0M |
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 | <5 | $327.1M |
Type | Number |
---|---|
No. of Non-RAUM Clients | 0 |
No. of Non-U.S. Clients | 43 |
Services
Advisory Services | Portfolio management for pooled investment vehicles |
---|---|
Compensation | % of AUMPerformance-based fees |
Other Business Activities | Commodity pool operator or commodity trading advisor |
Principal Office
888 SEVENTH AVENUE16TH FLOOR
NEW YORK
NY
United States
Monday - Friday, 9:00 AM - 5:00 PM
Tel: 212-393-4860, Fax: None
Chief Compliance Officer
DAVID GULKOWITZ
COO/CFO
888 SEVENTH AVENUE
16TH FLOOR
NEW YORK
NY
United States
Tel:
212-393-4870
D****@**************M
(Full email address available in API data)
Regulatory Contact
SHERU CHOWDHRY
CEO/CIO
888 SEVENTH AVENUE
16TH FLOOR
NEW YORK
NY
United States
Tel:
212-393-4861
S****@**************M
(Full email address available in API data)
Industry Affiliates
DSC MERIDIAN ESG GP LLC | Commodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles |
DSC MERIDIAN GP LLC | Commodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles |
Private Funds
Name | Type | Assets $USD | Min Investment $USD | No. Owners |
---|---|---|---|---|
DSC MERIDIAN CLIMATE ACTION MASTER FUND | Hedge Fund | $132.8M | $0.1M | 9 |
DSC MERIDIAN CREDIT OPPORTUNITIES MASTER FUND LP | Hedge Fund | $499.6M | $1.0M | 42 |
Control Persons
Name | Type | Entity | Title | Since | Ownership |
---|---|---|---|---|---|
CHOWDHRY, SHERU, NMN | Individual | – | CEO/CIO/LIMITED PARTNER | 10/2017 | > 75% |
GULKOWITZ, DAVID, NMN | Individual | – | CHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICER & CHIEF FINANCIAL OFFICER | 10/2017 | 5-10% |
DSC MERIDIAN CAPITAL HOLDINGS LLC | Domestic Entity | – | GENERAL PARTNER | 10/2017 | < 5% |
CHOWDHRY, SHERU, NMN | Individual | DSC MERIDIAN CAPITAL HOLDINGS LLC | MANAGING MEMBER | 10/2017 | > 75% |
No. Employees, Historic
RAUM, Historic
No. Clients, Historic
Holdings
From latest 13F, filed August 14th, 2024 for period ending June 30th, 2024
Name | Class | Value $USD | # Shares | Private Fund |
---|---|---|---|---|
HUDBAY MINERALS INC | COM | 3K | 292K | – |
INVESCO SENIOR LOAN ETF | SR LN ETF | 18K | 860K | – |
ISHARES 20 YEAR TREASURY BOND ETF | CALL | 24K | 267K | – |
ISHARES 20 YEAR TREASURY BOND ETF | CALL | 18K | 200K | – |
ISHARES 20 YEAR TREASURY BOND ETF | 20 YR TR BD ETF | 27K | 293K | – |
ISHARES IBOXX HIGH YIELD BOND ETF | PUT | 67K | 875K | – |
ISHARES IBOXX HIGH YIELD BOND ETF | PUT | 67K | 875K | – |
ISHARES BROAD USD HIGH YIELD CORPORATE BOND ETF | BROAD USD HIGH | 29K | 786K | – |
NCL CORP LTD | NOTE 2.500% 2/1 | 18K | – | – |
TECK RESOURCES LTD | CL B | 7K | 139K | – |
VANGUARD LONG TERM CORPORATE BOND ETF | LG-TERM COR BD | 22K | 294K | – |
HASHICORP INC | COM CL A | 5K | 154K | – |
STERICYCLE INC | COM | 6K | 100K | – |
AES CORP | COM | 732 | 417K | – |
NEXTERA ENERGY INC | COM | 2K | 25K | – |
NEXTRACKER INC | CLASS A COM | 3K | 66K | – |