Investment adviser · CRD 126143

MEDITRON ASSET MANAGEMENT, LLC

Investment adviser filing (IA)

NEW YORK, NY, United States · Form ADV filed Mar 24, 2012

Regulatory AUM
$50M
Form ADV · Item 5.F
Client accounts
136
Accounts, not individual clients

Not available in this filing: Employees, Advisory professionals.

Private funds & service providers

1 Private fund

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

MEDITRON FUNDAMENTAL VALUE/GROWTH FUND, LLCHedge Fund · Last reported Mar 24, 2012$4.19MGross asset value
Auditor JOSEPH AMUNDSON, CPA NEW YORK, New York, United States
Custodian CHARLES SCHWAB & CO., INC. NEW YORK, New York, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
No
Fund details & source
Fund ID
805-6504929617
Reported beneficial owners
13
Minimum commitment
$250K
Form D file number
021-54038

Form ADV 616376 · Mar 24, 2012 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: Mar 24, 2012. View historical filings

Reported services

Financial planning · Individual portfolio management · Publication of newsletters

Compensation

Percentage of assets · Hourly · Subscription · Fixed · Performance-based

Principal office

641 LEXINGTON AVE., SUITE 6000
NEW YORK, NY, 10022, United States

CRD 126143

Filing source

Form ADV 616376 · Mar 24, 2012 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.