MEOW ADVISORY, LLC
Adviser information for MEOW ADVISORY, LLC last updated from Form ADV on March 28th, 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 | Delaware, United States |
Employees
| Total Number of Employees | 2 |
|---|---|
| Investment Advisory/Research | 1 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 0 |
| 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 | 230 | $282.6M |
| Non-Discretionary | 0 | $0 |
| Total | 230 | $282.6M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 7 | $318,375 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| 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 | 223 | $282.3M |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 5 |
Services
| Advisory Services | Portfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clients |
|---|---|
| Compensation | % of AUM |
Identifiers
| SEC RIA File Number | 801-127664 |
|---|---|
| SEC ERA File Number | 801-127664 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 321099 |
| Legal Entity Identifier | None |
Principal Office
1504 BAY RDAPT 2503
MIAMI BEACH
FL
United States
MONDAY - SUNDAY, 9 AM - 5 PM ET
Tel: 929-333-3405, Fax: None
Chief Compliance Officer
ROSS LINTON
1504 BAY RD
APT 2503
MIAMI BEACH
FL
United States
Tel:
929-333-3405
R***@******O
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| MEOW TECHNOLOGIES INC. | Domestic Entity | – | OWNER | 02/2021 | > 75% |
| ARVANAGHI, BRANDON, AAROD | Individual | MEOW TECHNOLOGIES INC. | CO-FOUNDER AND CHIEF EXECUTIVE OFFICER | 02/2021 | 25-50% |
| Crawford, Bryce, Wickham | Individual | – | CO-FOUNDER AND CHIEF TECHNOLOGY OFFICER | 02/2021 | < 5% |
| ARVANAGHI, BRANDON, AAROD | Individual | – | CO-FOUNDER AND CHIEF EXECUTIVE OFFICER | 02/2021 | < 5% |
| Linton, Ross, Andrew | Individual | – | CHIEF COMPLIANCE OFFICER | 05/2023 | < 5% |