MERIDIAM INFRASTRUCTURE NORTH AMERICA CORPORATION
Adviser information for MERIDIAM INFRASTRUCTURE NORTH AMERICA CORPORATION 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 | Delaware, United States |
Employees
| Total Number of Employees | 43 |
|---|---|
| Investment Advisory/Research | 29 |
| 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 | 29 | $7.7B |
| Non-Discretionary | 0 | $0 |
| Total | 29 | $7.7B |
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 | 29 | $7.7B |
| 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 |
| No. of Financial Planning Clients | 0 |
Services
| Advisory Services | Portfolio management for pooled investment vehicles |
|---|---|
| Compensation | % of AUMPerformance-based feesPROJECT MGT FEES & ASSET ADMIN FEES (SEE SCHEDULE D - MISC) |
Identifiers
| SEC RIA File Number | 801-74173 |
|---|---|
| SEC ERA File Number | 801-74173 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 161478 |
| Legal Entity Identifier | None |
Principal Office
1700 PENNSYLVANIA AVE NW6TH FLOOR
WASHINGTON
DC
United States
Monday - Friday, 8:30AM - 6:00PM
Tel: 1 202-866-2300, Fax: 1 202-960-2800
Chief Compliance Officer
BENJAMIN BORIS GOLDBERG
TAX DIRECTOR
1700 PENNSYLVANIA AVE, NW
6TH FLOOR
WASHINGTON
DC
United States
Tel:
1 347-446-0608
Fax:
1 202-960-2800
B*********@***********M
(Full email address available in API data)
Regulatory Contact
OLGA PILETSKI
DEPUTY CHIEF COMPLIANCE OFFICER
1700 PENNSYLVANIA AVE, NW
6TH FLOOR
WASHINGTON
DC
United States
Tel:
1 347-569-4204
Fax:
1 202-960-2800
O*********@***********M
(Full email address available in API data)
Industry Affiliates
| MERIDIAM INFRASTRUCTURE MANAGERS SARL | Sponsor, GP, manager of pooled investment vehicles |
| MERIDIAM SAS | Other investment adviser, including financial planners |
| MINA II GP, LLC | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
| MINA III GP, LLC | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
| MINA IV GP, LLC | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| BR MERIDIAM (BLOCKER), LLC | INFRASTRUCTURE FUND | $30.0M | $30.0M | 1 |
| JOHN HANCOCK INFRASTRUCTURE CO-INVESTMENT FUND, LLC | INFRASTRUCTURE FUND | $357.6M | $10.0M | 2 |
| MERIDIAM CAMPUS ENERGY PARTNERS, LLC | INFRASTRUCTURE FUND | $58.9M | $17.0M | 2 |
| MERIDIAM I-66 EXPRESS, LLC | INFRASTRUCTURE FUND | $1,308.2M | $90.0M | 2 |
| MERIDIAM INFASTRUCTURE NORTH AMERICA CO-INVEST BIP, LP | INFRASTRUCTURE FUND | $50.5M | $50.0M | 2 |
| MERIDIAM INFRASTRUCTURE NORTH AMERICA FUND II (DOMESTIC FEEDER), LP | INFRASTRUCTURE FUND | $66.0M | $63.0M | 1 |
| MERIDIAM INFRASTRUCTURE NORTH AMERICA FUND II (DOMESTIC), LP | INFRASTRUCTURE FUND | $427.3M | $5.0M | 6 |
| MERIDIAM INFRASTRUCTURE NORTH AMERICA FUND II (FEEDER), LP | INFRASTRUCTURE FUND | $87.9M | $86.0M | 1 |
| MERIDIAM INFRASTRUCTURE NORTH AMERICA FUND II AIV II, LP | INFRASTRUCTURE FUND | $294.5M | $5.0M | 3 |
| MERIDIAM INFRASTRUCTURE NORTH AMERICA FUND II AIV, LP | INFRASTRUCTURE FUND | $202.0M | $5.0M | 3 |
| MERIDIAM INFRASTRUCTURE NORTH AMERICA FUND II, LP | INFRASTRUCTURE FUND | $1,639.9M | $5.0M | 17 |
| MERIDIAM INFRASTRUCTURE NORTH AMERICA FUND III (DOMESTIC), LP | INFRASTRUCTURE FUND | $561.8M | $20.0M | 10 |
| MERIDIAM INFRASTRUCTURE NORTH AMERICA FUND III PARALLEL I, LP | INFRASTRUCTURE FUND | $196.0M | $20.0M | 2 |
| MERIDIAM INFRASTRUCTURE NORTH AMERICA FUND III PARALLEL II, LP | INFRASTRUCTURE FUND | $65.3M | $20.0M | 2 |
| MERIDIAM INFRASTRUCTURE NORTH AMERICA FUND III PARALLEL III, LP | INFRASTRUCTURE FUND | $261.3M | $20.0M | 2 |
| MERIDIAM INFRASTRUCTURE NORTH AMERICA FUND III, LP | INFRASTRUCTURE FUND | $483.4M | $20.0M | 13 |
| MERIDIAM INFRASTRUCTURE NORTH AMERICA FUND IV (DOMESTIC),LP | INFRASTRUCTURE FUND | $64.4M | $20.0M | 3 |
| MERIDIAM INFRASTRUCTURE NORTH AMERICA FUND IV PARALLEL I, LP | INFRASTRUCTURE FUND | $135.3M | $20.0M | 2 |
| MERIDIAM INFRASTRUCTURE NORTH AMERICA FUND IV PARALLEL II, LP | INFRASTRUCTURE FUND | $53.6M | $20.0M | 2 |
| MERIDIAM INFRASTRUCTURE NORTH AMERICA FUND IV, LP | INFRASTRUCTURE FUND | $282.3M | $3.0M | 6 |
| MERIDIAM LAGUARDIA CTB CO-INVEST, LLC | INFRASTRUCTURE FUND | $59.0M | $28.5M | 2 |
| MERIDIAM PURPLE LINE PARALLEL, LLC | INFRASTRUCTURE FUND | $121.9M | $63.0M | 2 |
| MI NTE PARALLEL, LLC | INFRASTRUCTURE FUND | $183.4M | $10.0M | 2 |
| MI NTE, LLC | INFRASTRUCTURE FUND | $1,651.3M | $30.0M | 2 |
| MINA FIBER CO-INVESTMENT HOLDINGS, LP | INFRASTRUCTURE FUND | $75.0M | $75.0M | 1 |
| PPF CAMPUS ENERGY PARTNERS, LLC | INFRASTRUCTURE FUND | $41.3M | $40.0M | 1 |
| T LBJ BLOCKER, LLC | INFRASTRUCTURE FUND | $43.1M | $10.0M | 1 |
| T NTE BLOCKER, LLC | INFRASTRUCTURE FUND | $128.8M | $30.0M | 1 |
| TI1 MERIDIAM (BLOCKER),LLC | INFRASTRUCTURE FUND | $29.0M | $28.5M | 1 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| DEAU, THIERRY, EDMOND | Individual | – | DIRECTOR | 07/2010 | < 5% |
| ROTAT, EMMANUEL, PIERRE | Individual | – | CHIEF FINANCIAL OFFICER | 07/2010 | < 5% |
| GOLDBERG, BENJAMIN, BORIS | Individual | – | CHIEF COMPLIANCE OFFICER | 01/2014 | < 5% |
| MERIDIAM SAS | Foreign Entity | – | OWNER | 01/2014 | > 75% |
| MERIDIAM INFRASTRUCTURE PARTNERS S.A.S. | Foreign Entity | MERIDIAM SAS | OWNER | 01/2014 | > 75% |
| 54 INVEST SAS | Foreign Entity | MERIDIAM INFRASTRUCTURE PARTNERS S.A.S. | OWNER | 06/2015 | 50-75% |
| DEAU, THIERRY, EDMOND | Individual | 54 INVEST SAS | OWNER | 11/2014 | > 75% |
| RUBIO DE CARDENAS, NICOLAS, MARIA | Individual | – | CHIEF EXECUTIVE OFFICER | 03/2021 | < 5% |
| GAINSBURG, OMRI | Individual | – | CHIEF OPERATING OFFICER | 07/2021 | < 5% |