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Kyle Knapp . Mr. Katayev is a four-time tech entrepreneur who generated over $100 million in profits and exits before ever raising capital from outside investors. United Kingdom, Alternative Lending During A Downturn Report, The Prime Meridian Real Estate Lending Fund, Revolut and Atom Bank investor slashes fintech valuations, Klarna positions itself as more than BNPL with suite of AI-powered tools, Gradual homeownership fintech Wayhome raises 8m Series A, Exclusive: Nubanks Rafa Plantier joins Stripe for phone plans startup Gigs. Company profile page for Prime Meridian Capital Management LLC including stock price, company news, press releases, executives, board members, and contact information Content featuring industry thought leaders, Have updates for this profile? Any performance information shown on this website is presented net of all expenses, including management fees, performance fees and other expenses including portfolio-related expenses. Contact. Please include what you were doing when this page came up and the Cloudflare Ray ID found at the bottom of this page. . Delivered Monday 9am EST/ 6am PST. Lending verticals include consumer, real estate, small business, secured credit facilities, insurance-linked assets, litigation finance, royalties and trade-finance. Unlock exclusive data on future plans, company financials, fundraising history, track records, and more. Overnight on Wall Street is morning in Europe. This firm has 11 employees, of which 4 are employees in advisory roles. Program Management: We help owners reduce the uncertainty and risks involved in the delivery of their capital programs. Prime Meridian Capital Management is located in Reno, Nevada, United States. Scott is a 1999 Graduate of Siena College in Latham, NY with a Bachelors degree of Science in Finance. Prime Meridian Capital Management is actively using 41 technologies for its website, according to BuiltWith. Insurance products from the Principal Financial Group are issued by Principal National Life Insurance Co. (except in NY) and Principal Life Insurance Co. Securities and advisory products offered through Principal Securities, Inc., 800-247-1737, member SIPC. Prime Meridian Capital Management - a technology empowered Alternative Credit Manager based in the San Francisco Bay Area - is pleased to announce that the Prime Meridian Income Fund won the Hedgeweek US Awards 2022 for Best Credit Hedge Multi-Strategy Hedge Fund on October 27, 2022. Sean Bill previously served as the Treasurer & Chief Investment Officer at the Santa Clara VTA where he was responsible for the management and oversight of a multi-billion-dollar multi-asset class portfolio. Please note: Search data is accumulated by 3rd party and refreshed once per day. Prime Meridian Capital Management, a specialist in marketplace lending funds, announced the merger with Poise Lending, LLC, cofounded by veteran tech entrepreneur, Val Katayev and P2P lending portfolio manager Don Davis. All RIghts Reserved. Before making any investment in the funds, you should thoroughly review the Memorandum with your professional advisor(s) to determine whether an investment in a Fund is suitable for you in light of your investment objectives and financial situation. Prime Meridian Capital Management showcased a 644% growth in net revenue from fiscal years 2015-2017 and with $671 million in assets under management, the firm of 12 adds this honor to its growing recognition list. Check the list below to see whos available in your area and learn more. Marketplace lending is a term used to define alternative ways of lending, typically through peer-to-peer lending platforms such as Prosper, Lending Club, and Funding Circle. From Ireland, the New Economy Gateway series brings together regional leaders to discuss, analyze and propose solutions to the global economys most pressing problems. Prime Meridian Capital Management, a specialist in marketplace lending funds, announced the merger with Poise Lending, LLC, cofounded by veteran tech entrepreneur, Val Katayev and P2P lending portfolio manager Don Davis. Prime Meridian was voted Top Fund Manager at. These include Viewport Meta, IPhone / Mobile Compatible, and SPF. Prime Meridian Capital Management is an alternative investment manager specializing in marketplace lending including P2P lending and online lending platforms. This firm has 11 employees, of which 4 are employees in advisory roles. Prime Meridian Capital Management has launched a new fund which will be dedicated to real estate investments. "We emphasize risk management and contractual cashflows . Loans are selected using a . Kyle Knapp's Phone Number and Email Last Update. Im excited to further cement my relationship with Don Davis as part of Prime Meridian, said Val Katayev. Time to go Pro Get Preqin Pro for unrestricted access to 600,000+ detailed profiles on fund managers, investors, funds, companies, and other alternative asset players. Interested in meeting with a financial professional near you? Corporate and Workplace Solutions. Follow-up, individualized responses to consumers in a particular state by any of the Financial Professionals of Principal Securities that involve either the effecting or attempting to effect transactions in securities or the rendering of personalized investment advice for compensation, as the case may be, shall not be made without first complying with the state's requirements, or pursuant to an applicable state exemption or exclusion. Prime Meridian Capital Management is an SEC registered Alternative Credit investment management firm specializing in consumer, real estate, small business loans, and secured credit facilities, as . Project Planning: Our firm has assembled a team of experts in project planning to lead our clients through a disciplined approach that facilitates a well-informed decision-making process at each step of a project. Prime Meridian Capital Management is a registered private credit investment management firm specializing in specialty finance, as well as Peer to Peer (P2P), marketplace lending strategies and has . 208.113.171.183 The alternative asset classes include litigation finance and life settlements. Ive known Sean for years and one of many things we have in common is our track record speaks for itself.. Showing 5 of 11 hedge funds managed by Prime Meridian Capital Management. Research our firm withFINRA's BrokerCheck. Contact information The performance data represents composite fund returns, and individual investor returns may vary higher or lower from the composite return due to timing of an investment and actual fees being charged. 585-445-5988Weaver.Sarah.E@principal.com. Prime Meridian Capital Management is an alternative credit investment management firm specializing in short-duration, high yield Marketplace Lending strategies. Prime Meridian Capital Management LLC 2121 N. CALIFORNIA BLVD., SUITE 830, WALNUT CREEK, CA 925-587-5075 925-835-7075 Other Info Prime Meridian Capital Management LLC is legally known as PRIME MERIDIAN CAPITAL MANAGEMENT, LLC. He's been with Principalsince 2016; previously with MetLife. You'll receive a complimentary copy of our Legacy Planning Guide. Questions about a news article you've read? Questions about a news article you've read? Engineering After doing more research into the asset class as well as other loan data including credit card charge off statistics, he eventually decided to hire Prime Meridian to manage this growing asset in his portfolio. We work with both new and experienced financial professionals. We select loans using a risk-based pricing approach that focuses on credit quality, yield, and duration with the objective of achieving consistent returns that have low volatility and low correlation to other asset classes. San Francisco Bay Area, Silicon Valley), Operating Status of Organization e.g. We proudly represent Principal with integrity and professionalism. With data and benchmarks that track back more than 40 years, Preqin Pro is the most trusted data provider in the industry. Prime Meridian Capital Management Provides investors with access to short-duration, high-yield loan and alternative asset class portfolios. The site coordinator is the glue that keeps our offices running smoothly. There are several actions that could trigger this block including submitting a certain word or phrase, a SQL command or malformed data. Questions about your PRWeb account or interested in learning more about our news services? Prime Meridian Capital Management, a registered private credit fund manager that has funded over $1.8 Billion in loans and specialty credit, announced today that the Prime Meridian Special Opportunities Fund, LP and the Prime Meridian Income Fund, LP were the top two performing funds in the BarclayHedge Fixed Income - High Yield Hedge Fund (PRWEB) An investment management firm specializing in online Peer-to-Peer lending strategies with a focus on consumer lending, small business lending, and real estate lending. We are dedicated to helping individuals, businesses and their employees achieve financial security and success in our communities. An investment in the funds, like all investments, contains risk including the risk of total loss, and may not be appropriate for all investors. Best #Credit Multi-Strat Shared by Rocco DiBenedetto, CPA Prime Meridian Wins #1 and #2 spots in the BarclayHedge Fixed Income - High Yield Hedge Fund category for 2022, Prime Meridian Wins Hedgeweek Award for Best Credit Multi-Strat Hedge Fund, Prime Meridian Draws Top Talent Sean Bill as New CIO. Access effective, reliable, and comparable fund performance data and place your firm or portfolio within the context of the alternative assets market. Performance estimates and underlying assumptions are inherently uncertain and are subject to numerous business, industry, market, regulatory, geo-political, competitive and financial risks that are outside Reefs control. Merging our operations and funds under one roof will accelerate the companys growth and improve the offering to our clients and partners. Monitor your investments 24 hours a day, around the clock from around the globe. Prime Meridian Capital Management is a registered private credit investment management firm specializing in specialty finance, as well as Peer to Peer (P2P), marketplace lending strategies and has funded over $1.6 Billion in loans and specialty credit since inception. Prime Meridian Special Opportunities Fund, Prime Meridian Capital Management Overview, PODCAST: Bringing Machine Learning to Debt Investing, Context Summit 2016 - Don Davis, Prime Meridian, Marketplace Lending for Institutional Investors and Wealth Managers: An Overview, P2P Lending Trend Watch: Interactive Chart Data, Don Davis Talks P2P Lending at Lendit 2015 | Asset Allocation: Where Does the Asset Class Fit?. As a true owners representative, Kramer Management Groups approach is to serve as a seamless extension of their internal staff, while providing expert resources in the construction planning, procurement and management from the owners point of view. This material is being provided for information and discussion purposes only and any discussion of any funds is qualified in its entirety by the information included in the confidential offering documents and supplements (collectively, the Memorandum) of Prime Meridian Income Fund, LP, Prime Meridian Real Estate Lending Fund, LP, Prime Meridian Special Opportunities Fund, LP, and the AlphaCentric Prime Meridian Income Fund (the Funds) described herein, and is not intended to be, nor should it be construed or used as investment, tax or legal advice or an offer to sell, or a solicitation of an offer to buy, an interest in the funds, or any other security. The Poise Lending Fund offers a levered consumer lending strategy that targets higher returns for investors who are comfortable with the asset class and risk/reward associated with a leveraged fund. Loan pools include consumer lending, collateralized small business lending, secured real estate lending, life settlements, litigation finance, and more. We could not have found a better fit from an economic, philosophical, or experiential perspective, said Don Davis, CEO. Prime Meridian Capital Management is an alternative credit investment management firm specializing in short-duration, high yield Marketplace Lending strategies. Alexa. He earned my Bachelor of Science degree from Medaille University and is a FINRA Series 6, 63, 7, 24, & 51 securities registered, New York State Life and Health licensed. We have funded over $1.8 Billion dollars in loans and specialty credit since inception. Loan pools include consumer lending, collateralized small business lending, secured real estate lending, life settlements, litigation finance, and more. Private Credit represents one of the best risk adjusted returns to investors, says Sean Bill, Prime Meridian has long been an innovator in the space and has a proven track record over the past 10 years and I see this as my final stop professionally.. Sean Bill has been working as a Chief Investment Officer at Prime Meridian Capital Management for 1 year. See a list of financial professionals in Upstate New York to contact one directly. Project Planning: Our firm has assembled a team of experts in project planning to lead our clients . The action you just performed triggered the security solution. Prime Meridian has funded over $1.7 Billion in loans in the consumer, small business, real-estate and specialty credit sectors since inception. Associate. Discover your path to investing and retirement, Discover how insurance can help you protect what matters. Do you want to make a difference and help others solve problems? For more information contact Don Davis at 925-362-8510, or visit http://www.pmifunds.com. Short duration, high yield P2P/Marketplace Lending funds with a focus on consumer, small business, and real estate lending. Prime Meridian Capital Management Oct 2021- Present1 year 7 months Opus Fund Services 4 years 8 months Account Manager Opus Fund Services Jul 2019- Jul 20212 years 1 month Naperville, Illinois. Thats why we seek diversity in the people we hire. Our core focus is on disruption to lending, banking and investing, including alternative lending, challenger banks and digital wealth management. Dallas. 2023, Principal Financial Services, Inc. Securities offered through Principal Securities, Inc., member SIPC, Estate planning & irrevocable life insurance trusts, Directions to the West Springfield office. Prime Meridian Capital Management is an affiliate of Novus Investments, an alternative investment management firm. The portfolios short duration and high yield, generally position them well to take advantage of a rising interest rate environment. There can be no assurance that the assumptions made in connection with any projections will prove accurate, and actual results may differ materially, including the possibility that an investor may lose some or all of any invested capital. Christopherspecializes in helping individuals and businesses set goals and implement strategies to help achieve financial success. SAN FRANCISCO (PRWEB) At that time the company had just crossed the $100m mark in assets under management. Approved, with a registration date of Aug 11, 2017. Whether youre just getting started or ready to move your business in a new direction, weve got your back. You are viewing a preview of this profile. Prime Meridian Capital Management Oct 2016 - Apr 20214 years 7 months San Francisco Bay Area Credit focused hedge fund Prime Meridian Capital Management is an investment management firm. Prime Meridian Capital Management is an alternative credit investment management firm specializing in short-duration, high yield Marketplace Lending strategies. About Prime Meridian With Preqin Pro, you gain an unobstructed view of all alternative asset class activity across institutional investors, fund managers, funds, portfolio companies, deals, exits, and service providers. Prime Meridian Capital Management LLC is legally known as PRIME MERIDIAN CAPITAL MANAGEMENT, LLC. Markets never sleep, and neither does Bloomberg News. Sean also served as the Senior Corporate Bond Trader at Bradford & Marzec, a multi-billion dollar core plus fixed income manager based in Los Angeles. In 2014, he started with Principal Financial Group as a Managing Director. Ashley is responsible for consulting and managing new business case design and submission. Prime Meridian Capital Management has launched a new fund which will be dedicated to real estate investments. This site is not a solicitation of interest in any of these products in any other state. He is a graduate of Indiana University and the Stanford Graduate School of Business. MANAGER owns more than 50% but less than 75%, MEMBER owns more than 25% but less than 50%, CHIEF COMPLIANCE OFFICER owns less than 5%, MEMBER owns more than 10% but less than 25%. Scott has called the Capital Region of New York home all of his life. Provides investors with multiple high yielding alternative credit verticals including litigation finance, life settlements, and targeted high yielding, niche specialty credit investments. Prime Meridian Capital Management is a registered private credit investment management firm specializing in specialty finance, as well as Peer to Peer (P2P), marketplace lending strategies. The member companies of the Principal Financial Group neither endorses, explicitly or impliedly, any of the third party entities. That is what means the most to him andhopes it will be his finest legacy. Edit Lists Featuring This Company Section, Prime Meridian Capital Management Announces New Fund Launch: The Prime Meridian Special Opportunities Fund, Prime Meridian Capital Management Named Top Fund Manager in First Annual Lendit Awards, United States Finance Companies (Top 10K), Finance Companies With Less Than $500M in Revenue (Top 10K), Finance Companies With Less Than $10M in Revenue (Top 10K). Sarah partners with the management team and representatives to implement strategies to expand their marketing, branding, and business development efforts at both the representative and regional office level. TORONTO, April 21, 2023 /CNW/ - Meridian, Ontario's largest and Canada's second largest credit union, reported strong financial results for 2022 with asset growth of 8%, earnings of $183 million and a return on equity of 12.3% at Meridian's 18 th Annual General Meeting held on Thursday, April 20th. In addition, AltFi runs major industry events around the world. She partners with financial professionals and their teams, along with our corporate product partners, to ensure cases are submitted accurately so they can be processed on time and in alignment with product area processes. Located between First and Second Avenues, the site features 47 feet of frontage along 44th Street with 100 feet of depth and allows for . Christopher has been Committed financial professional for more than 7 years. He is a CERTIFIED FINANCIAL PLANNER Certificant and has his FINRA Series 7, 9, 10, 24, 31, 51, 63, and 65 securities registrations. Marketplace lending and P2P (peer-to-peer) lending are essentially synonymous. Reach out to the author: contact and available social following information is listed in the top-right of all news releases. Copyright 1997-2015, Vocus PRW Holdings, LLC. Prime Meridian Capital Management is a registered private credit investment management firm specializing in specialty finance, as well as Peer to Peer (P2P), marketplace lending strategies. Loans are selected using proprietary risk-based pricing models that focus on asset security, cash flow velocity, covenants, duration, yield adjusted spread and other characteristics designed to capture value and minimize risk to principal. InvestingReview.org does not provide investment advice. Prime Meridian Capital Management, LLC provides investment management services. Prime Meridian Capital Management Location 2121 N California Blvd Ste 830, Walnut Creek, California, 94596, United States Description Services We Provide . Request a Demo to see more. Along with the entire staff, Shirley is a problem solver who makes sure your accounts are set up properly and your questions answered in a timely manner. In addition, any projections contained on this website (including targeted returns, opinions, estimated fees, predictions or expectations about any future event) are based on a variety of estimates and assumptions by Prime Meridian Capital Management, including, among others, estimates and assumptions regarding future operating results, the value of assets and market conditions at the time of investment and disposition, interest rates, and other realization events. Elton. We are dedicated to helping individuals, businesses and their employees achieve financial security and success in our communities. Managing Director. The funds (except AlphaCentric Prime Meridian Income Fund PMIFX) are only open to investors fitting the definition of an accredited investor as that term is defined under Rule 501 of Regulation D of The Securities Act of 1933. Vocus, PRWeb, and Publicity Wire are trademarks or registered trademarks of Vocus, Inc. or Vocus PRW Holdings, LLC. InvestingReview.org is not an investment adviser and is not endorsed by or affiliated with any U.S. or non-U.S. regulatory agency. Sean has been a frequent guest on Bloomberg television, CNBC, Fox Business News. Any offer or solicitation of an investment in the funds may be made only by delivery of the Memorandum. Many people have been burned by frauds and Ponzi schemes. Prime Meridian is satisfying that need. If youre looking for a financial services product, we can help you find a local financial professional at Principal to discuss your financial needs, as well as purchase life insurance, annuities, securities and investments. Verticals include secured credit facilities, consumer, real estate, and small business loans, as well as life settlements and litigation finance. Request a demofor full access to this profile.