The MEG GREEN ASSOCIATES is a privately held investment adviser that advises $1.02Bn in regulatory assets under management held in 1 SEC fund types across 1 investment strategies. MEG GREEN ASSOCIATES is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 33.72% over the last 5-years.
The Group has been registered with the SEC for 16.82 years and is comprised of 1 filing and 0 relying advisers. They operate out of 2 office locations with their Headquarters at 8151 PETERS ROAD SUITE 3200, PLANTATION, FLORIDA. The Group has been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 15 employees comprised of 6 investment and 9 non-investment staff. The total number of Employees increased by 15.38% over the last 5-years.
Their $1.02Bn in assets advised are owned by 2 private funds, 0 public funds and BDCs and 11 other accounts. Assets of High Net Worth Individuals clients own $833.71mn or 81.9% of Total Assets and Individuals own $125.85mn or 12.36% of Total Assets.
The Group's top investment strategies include Multi Strat, representing 100% of total assets, respectively.
They advise 5 types of clients, top clients are High Net Worth Individuals and Individuals.
The Group uses 1 Fund Administrators, 1 Fund Auditors, 0 Prime Brokers, 1 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses fixed fees and management fees.
MEG GREEN ASSOCIATES names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.