MERIDA CAPITAL HOLDINGS LLC

670 Milton Road
Rye, New York 10580
Tel: 212-210-1890

About MERIDA CAPITAL HOLDINGS LLC

MERIDA CAPITAL HOLDINGS LLC, formally registered with the SEC as MERIDA CAPITAL HOLDINGS LLC. The firm was established in 07/16/2021. They have over 1 offices throughout the country.

MERIDA CAPITAL HOLDINGS LLC is a Rye, New York based Financial Planning firm with nearly $256,725,967 assets under management, offering retirement planning & investment advisory services to 11 clients. The firm is staffed with 23 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	287784
SEC#	801-121790
Assets Managed by Firm	$256,725,967
No. of Clients	11
No. of Advisors	23

Fee Structure

A percentage of AUM
Performance Based
Other (TRANSACTIONAL FEE INCOME AND ADVISORY FEES)

Advisory Services Provided

Portfolio management for pooled investment vehicles

Firm Client Information

	No. of Clients	AUM
Firm Total	11	$256,725,967

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