Meadow Capital Management LLC (New York)


Meadow Capital Management LLC is a large advisory firm based in New York. It manages $2.44 billion of regulatory assets for 9 client accounts. It has been registered with the SEC as an adviser since 2012.

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Meadow Capital Management provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Meadow Capital Management: assets under management

The assets under management (AUM) of Meadow Capital Management LLC is $2.44 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 1037% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $2.44 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $271.12 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Meadow Capital Management LLC for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Meadow Capital Management serves?

The only and largest group of clients of Meadow Capital Management is pooled investment vehicles with 9 clients and $2.44 billion of assets under management. Among the 9 most similar advisory firms, Meadow Capital Management has the 3rd highest percentage of pooled investment vehicles out of all clients.


The amount of regulatory assets under management is $2.44 billion for 9 clients. None of the firm’s clients are foreign persons or businesses.

Meadow Capital Management also advises several private funds. Namely, nine real estate funds. The minimum investment commitment required of non-related persons ranges from $1,255,394 to $25,000,000.

Careers at Meadow Capital Management LLC

The company employs 20 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers



Name Entity Date acquired Ownership Employer ID
Jeffrey Michael Kaplan Managing partner 1 Jul 2009 Other 1729141
Timothy P. Yantz Partner 1 Jul 2009 Other 6024710
J. Andrew Mcdaniel Partner 1 Jul 2009 Other 6024713
Meadow Capital Management Lp Member 1 Jul 2009 75% - 100% 27-0506856
Adam C. Mcmaster Chief financial officer; chief compliance officer 1 Jan 2012 Other 6024715

Indirect Owners

The SEC currently registers 3 indirect owners.

Name Entity Date acquired Ownership Employer ID
Jeffrey Michael Kaplan Managing member 1 Jun 2009 75% - 100% 1729141
Meadow Capital Management Gp Llc General partner 1 Jun 2009 Other 27-0504099
Llc Jmk Holdings Limited partner 1 Jun 2009 75% - 100% 27-1653376

Based in New York

The principal office where Meadow Capital Management LLC performs its advisory services is located at 130 East 59 Th Street, New York, NY 10022, which is also the mailing address of the firm. An additional office of the firm is in Raleigh, NC. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 212-317-1214 or by fax 212-317-8430. The normal business hours are 9:00am - 5:00pm on Monday - Friday. You can find more information about the New York firm at meadowpartners.com.