MEEDER PUBLIC FUNDS, INC.
Adviser information for MEEDER PUBLIC FUNDS, INC. 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 | Corporation |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Ohio, United States |
Employees
| Total Number of Employees | 48 |
|---|---|
| Investment Advisory/Research | 32 |
| Registered Broker-Dealer Representatives | 4 |
| Registered State Investment Advisers | 13 |
| Licensed Agents of an Insurance Company | 1 |
| No. of Firms/People that Solicit Clients | 4 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 537 | $39.8B |
| Non-Discretionary | 204 | $14.8B |
| Total | 741 | $54.6B |
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 | 2 | $2.0B |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 392 | $52.6B |
| 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 | 29 |
| No. of Non-U.S. Clients | 0 |
Services
| Advisory Services | Portfolio management for pooled investment vehiclesPortfolio management for businesses or institutional clientsEducational seminars/workshopsCASH MANAGEMENT SERVICES, CASH FLOW ANALYSIS AND ALLOCATION, BANK AND CUSTODIAL REQUEST FOR PROPOSAL CONSULTING |
|---|---|
| Compensation | % of AUMHourly chargesFixed fees |
Identifiers
| SEC RIA File Number | 801-37125 |
|---|---|
| SEC ERA File Number | 801-37125 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 106816 |
| Legal Entity Identifier | 5493009AQ17D375CMP13 |
Principal Office
6125 MEMORIAL DRIVEDUBLIN
OH
United States
Monday - Friday, 8 A.M - 5 P.M.
Tel: 800-325-3539, Fax: 614-923-1145
Chief Compliance Officer
BRANDON KIPP
CHIEF COMPLIANCE OFFICER
6125 MEMORIAL DRIVE
DUBLIN
OH
United States
Tel:
614-495-5971
Fax:
614-923-1145
B****@*******************M
(Full email address available in API data)
Regulatory Contact
TIMOTHY MCCABE
CHIEF LEGAL OFFICER
6125 MEMORIAL DRIVE
DUBLIN
OH
United States
Tel:
614-760-2153
Fax:
614-923-1145
T******@*******************M
(Full email address available in API data)
Industry Affiliates
| MEEDER ADVISORY SERVICES, INC. | Other investment adviser, including financial planners |
| MEEDER ASSET MANAGEMENT, INC. | Other investment adviser, including financial plannersCommodity pool operator or commodity trading advisor |
| MEEDER DISTRIBUTION SERVICES, INC. | Broker-dealer, municipal securities dealer, or gov securities broker or dealer |
| MEEDER INSURANCE SERVICES, LLC | Insurance company or agency |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| CLICK, JOHN, JASON | Individual | – | PRESIDENT | 01/2015 | < 5% |
| MEEDER, ROBERT, SHERMAN (JR) | Individual | – | CHIEF EXECUTIVE OFFICER | 11/2013 | < 5% |
| MEEDER INVESTMENT MANAGEMENT, INC. | Domestic Entity | – | PARENT CORPORATION | 11/2013 | > 75% |
| MCCABE, TIMOTHY, NEIL | Individual | – | CHIEF LEGAL OFFICER | 09/2015 | < 5% |
| NESS, ADAM, SCOTT | Individual | – | CHIEF FINANCIAL OFFICER | 08/2016 | < 5% |
| NESS, ADAM, SCOTT | Individual | – | CHIEF OPERATING OFFICER | 10/2017 | < 5% |
| ROBERT S. MEEDER, JR., AS TRUSTEE OF THE ROBERT S. MEEDER, JR. RESTATED TRUST, U/T/A DATED MAY 22, 2018, AS AMENDED | Domestic Entity | MEEDER INVESTMENT MANAGEMENT, INC. | PRESIDENT | 05/1993 | 50-75% |
| ROBERT S. MEEDER, SR., AS TRUSTEE OF THE THE ROBERT S. MEEDER, SR. 2019 IRREVOCABLE TRUST | Domestic Entity | MEEDER INVESTMENT MANAGEMENT, INC. | SHAREHOLDER | 07/2018 | 25-50% |
| HEADINGS, JASON, DALE | Individual | – | SENIOR VICE PRESIDENT | 01/2015 | < 5% |
| KIPP, BRANDON, RAYMOND | Individual | – | CHIEF COMPLIANCE OFFICER | 01/2024 | < 5% |
| AZOFF, JONATHAN, HARRY | Individual | – | SENIOR VICE PRESIDENT | 07/2023 | < 5% |