Investment adviser · CRD 242794
MERITAM
Investment adviser filing (IA)
MERITAM INVESTMENT ADVISORS, INC.
NEW YORK, NY, United States · Form ADV filed Jan 26, 2018
- Regulatory AUM
- $3M Form ADV · Item 5.F
- Client accounts
- 7 Accounts, not individual clients
- Employees
- 1 Reported in this filing
- Advisory professionals
- 1 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Individuals | Fewer than 5 | $3,000,000 | 100.0% |
Filing source
Form ADV 1168378 · Jan 26, 2018 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Jan 26, 2018. View historical filings
Reported services
Individual portfolio management
Compensation
Percentage of assets
Principal office
488 MADISON AVENUE, SUITE 1120NEW YORK, NY, 10022, United States
CRD 242794
Filing source
Form ADV 1168378 · Jan 26, 2018 · 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.