Prime Meridian Capital Management Prime Meridian is an investment management firm specializing in online Peer-to-Peer lending strategies. Owner's Representation: As Owner's Representatives, we provide comprehensive management and coordination of all construction project activities. Merging our operations and funds under one roof will accelerate the companys growth and improve the offering to our clients and partners. If youre interested in working with us as a financial professional, well provide you a professional and supportive environment that helps you build your knowledge and skills. Content featuring industry thought leaders, Have updates for this profile? An experienced investor and portfolio manager, Sean Bill will assume responsibilities on March 7, 2022. An experienced investor and portfolio manager, Sean Bill will assume responsibilities on March 7, 2022. 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. Marketplace lending platforms provide an alternative to banks and traditional lending sources for borrowers, and create new investment opportunities for individual and institutional investors who participate in these platforms. We are dedicated to helping individuals, businesses and their employees achieve financial security and success in our communities. Don Davis, managing partner for Prime Meridian Capital Management, offered his thoughts on the new fund: We are very excited about the Prime Meridian Real Estate Lending Fund. Vocus, PRWeb, and Publicity Wire are trademarks or registered trademarks of Vocus, Inc. or Vocus PRW Holdings, LLC. The Prime Meridian Income Fund, of which Mr. Katayev is the largest individual investor, has provided 42 of 42 months (May 2012 Oct 2015) of consecutive, positive returns without a loss. Your daily 7am download of all things alternative finance and fintech. From Ireland, the New Economy Gateway series brings together regional leaders to discuss, analyze and propose solutions to the global economys most pressing problems. Access effective, reliable, and comparable fund performance data and place your firm or portfolio within the context of the alternative assets market. Engineering 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. 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. 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. Do you want to make a difference and help others solve problems? Overnight on Wall Street is morning in Europe. Prime Meridian Capital Management is an affiliate of Novus Investments, an alternative investment management firm. The Prime Meridian Real Estate Lending Fund is the first of its kind within the alternative finance space globally. Christopher has been Committed financial professional for more than 7 years. Prime Meridian Capital Management is an alternative credit investment management firm specializing in short-duration, high yield Marketplace Lending strategies. In a recent TechCrunch article called P2P Lending Is Profitable, Even In A Recession, Mr. Katayev states that as an early investor in P2P in 2006, he was stunned when his P2P loan portfolio was profitable at the end of the financial crisis of 2008-2010. In 2014, he started with Principal Financial Group as a Managing Director. The Prime Meridian Real Estate Lending Fund is the first of its kind within the alternative finance space globally. Project Planning: Our firm has assembled a team of experts in project planning to lead our clients . This firm has 11 employees, of which 4 are employees in advisory roles. Our core focus is on disruption to lending, banking and investing, including alternative lending, challenger banks and digital wealth management. 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. We work with both new and experienced financial professionals. 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. AltFi's new weekly US newsletter breaking down the ins and outs of America's burgeoning fintech sector. 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. 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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. 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. We do too. The Memorandum contains important information concerning risk factors, including a more comprehensive description of the risks and other material aspects of an investment in the funds, and should be read carefully before any decision to invest is made. Request a Demo to see more. San Francisco Bay Area, Silicon Valley), Operating Status of Organization e.g. Prime Meridian works with niche originators, to source investment opportunities that fall outside of traditional, well-defined markets, crafting win-win partnerships that enable their platforms to scale. For more information contact Don Davis at 925-362-8510, or visit http://www.pmifunds.com. We proudly represent Principal with integrity and professionalism. 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 The financial professionals of the Principal Financial Network of the Northeast arelicensed in AL, AZ, CA, CT, DE, DC, FL, GA, ID, IL, IN, KY, ME, MD, MA, MN, MO, NV, NH, NJ, NY, NC, OH, OR, PA, SC, TX, VT, VA, WAand WIto offer insurance products, life insurance (including variable life), annuities (including variable annuities), securities and investment advice. Kramer Management Groups (KMG) comprehensive program management services can help you manage multiple interrelated projects with minimal impact to your ongoing operations. The portfolios short duration and high yield, generally position them well to take advantage of a rising interest rate environment. 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. Prime Meridian Capital Management has launched a new fund which will be dedicated to real estate investments. 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. 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. Thats why we want to talk to you about your future with Principal. Unlock exclusive data on future plans, company financials, fundraising . Legal Name: PRIME MERIDIAN CAPITAL MANAGEMENT, LLC, 2121 N. CALIFORNIA BLVD., 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. Your IP: Great! For information concerning the licensure status or disciplinary history of a broker-dealer, investment adviser, BD agent or IA representative or any financial institution he or she represents, contact your state securities law administrator. . View contacts for Prime Meridian Capital Management to access new leads and connect with decision-makers. Prime Meridian Capital Management is an alternative investment manager specializing in marketplace lending including P2P lending and online lending platforms. 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. He also served as a Trustee for the City of San Jose Police & Fire Retirement Plan and as a Sr. Advisor to the San Francisco Employees Retirement System. 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. 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. Ive known Sean for years and one of many things we have in common is our track record speaks for itself.. 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. Kyle Knapp's Phone Number and Email Last Update. 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 a . Please note: Search data is accumulated by 3rd party and refreshed once per day. Project Management Oversight: Our primary role is to give clients objective information allowing them to make well informed decisions about key issues in a timely manner. Executive Director/Vice President. InvestingReview.org is not an investment adviser and is not endorsed by or affiliated with any U.S. or non-U.S. regulatory agency. The site coordinator is the glue that keeps our offices running smoothly. 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. 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. Discover your path to investing and retirement, Discover how insurance can help you protect what matters. Best #Credit Multi-Strat Shared by Rocco DiBenedetto, CPA Copyright 2023, Kramer Management Group. The merger unifies the entities and adds a third fund - Poise Lending Fund (a levered P2P fund) - to the growing Prime . "We emphasize risk management and contractual cashflows . Prime Meridian Capital Management is actively using 41 technologies for its website, according to BuiltWith. Total number of Crunchbase contacts associated with this organization, Total number of employee profiles an organization has on Crunchbase, Total number of organizations similar to the given organization, Descriptive keyword for an Organization (e.g. He is a CERTIFIED FINANCIAL PLANNER Certificant and has his FINRA Series 7, 9, 10, 24, 31, 51, 63, and 65 securities registrations. Dallas. Visit us on LinkedIn,Facebook or send us an email. Verticals include secured credit facilities, consumer, real estate, and small business loans, as well as life settlements and litigation finance. At that time the company had just crossed the $100m mark in assets under management. Any offer or solicitation of an investment in the funds may be made only by delivery of the Memorandum. Loan pools include consumer lending, collateralized small business lending, secured real estate lending, life settlements, litigation finance, and more. Lending verticals include consumer, real estate, small business, secured credit facilities, insurance-linked assets, litigation finance, royalties and trade-finance. Questions about your PRWeb account or interested in learning more about our news services? All RIghts Reserved. Delivered Monday at midday. Fintech and alternative finance headlines with an exclusive Editor's Note each week. See a list of financial professionals in Upstate New York to contact one directly. Prime Meridian Capital Management, LLC provides investment management services. The fund has been established to take advantage of burgeoning marketplace lending activity within the real estate space. If you are interested in partnering with us, complete this contact form and well get back to you shortly. Contact information716-710-4756Midecke.Chris@principal.com Connect with me on LinkedIn. Active, Closed, Whether an Organization is for profit or non-profit, General contact email for the organization. Past performance is not indicative of future returns. Sean has been a frequent guest on Bloomberg television, CNBC, Fox Business News. Connecting decision makers to a dynamic network of information, people and ideas, Bloomberg quickly and accurately delivers business and financial information, news and insight around the world. Prime Meridian has funded over $1.7 Billion in loans in the consumer, small business, real-estate and specialty credit sectors since inception. You'll receive a complimentary copy of our Legacy Planning Guide. The firm's last reported SEC (U.S. Securities and Exchange Commission) status is listed as Im excited to further cement my relationship with Don Davis as part of Prime Meridian, said Val Katayev. You can email the site owner to let them know you were blocked. Investors that are high on this particular portion of the industry have not previously had access to a dedicated fund structure. 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. The alternative asset classes include litigation finance and life settlements. Copyright 2019 by InvestingReview.org / All Rights Reserved. Coaching or attending a sports game or practice, helping with school work, going to one of the numerous family friendly activities they have in Upstate NY, or an evening home, swimming in the pool, or having a movie night. Prime Meridian Capital Management LLC is legally known as PRIME MERIDIAN CAPITAL MANAGEMENT, LLC. Learn how making the most of your retirement plan now could help ensure your golden years are even more golden. Click to reveal Reach out to the author: contact and available social following information is listed in the top-right of all news releases. 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. With the various closed end listed fund structures of the world increasingly struggling to pull in the kind of money that once they did, specialisation amongst funds was somewhat inevitable. 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. The Principal Financial Network of the Northeast is a group of local offices representing Principal in the upstate New York and New England areas. The merger unifies the entities and adds a third fund Poise Lending Fund (a levered P2P fund) to the growing Prime Meridian family of funds. Corporate and Workplace Solutions. Contact information This firm has 11 employees, of which 4 are employees in advisory roles. At the end of the day, Christopherismost proud of his relationship with his wife and three children. Alexa. Request a Preqin Pro demo for full access to all profiles and underlying data. Chief Compliance Officer & Director of Operations, The implications of SVB's collapse for VC, private debt, and the banking system, Fundraising from Private Wealth Webinar | EMEA, Fundraising from Private Wealth Webinar | Americas, Private Capital Valuations and Performance Trends Webinar, Placement Agents and Third-Party Marketers, Consulting and Corporate Advisory Services, LP & Capital Allocator Solutions (Colmore). Prime Meridian is one of the longest-standing fund managers within the marketplace lending sector, already operating in the consumer space (with leveraged and un-leveraged vehicles) and within the SME space. Company profile page for Prime Meridian Capital Management LLC including stock price, company news, press releases, executives, board members, and contact information We are dedicated to helping individuals, businesses and their employees achieve financial security and success in our communities. Now that you know a little about us, wed like to tell you about the amazing folks youll be working with. Contact Information Request a demofor full access to this profile. Showing 5 of 8 known decision makers at Prime Meridian Capital Management, Preqin screens the most influential contacts in alternatives, so you only reach the key decision makers. The firm has roots in the FinTech ecosystem and has funded $1.8 billion across 100,000 loans. We. 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%. Provides investors with a highly diversified real estate loan portfolio, designed to produce consistent returns. The number of clients served by it is unknown. Loan pools include consumer lending, collateralized small business lending, secured real estate lending, life settlements, litigation finance, and more. Sean served as the Chairman and Chief Investment Officer of the Santa Clara VTA Retirees OPEB Trust for 10 years, during which time the fund returned 10.40% net of fees versus its benchmark of 9.80% annualized. The Company offers capital management, financing, business lending funds and other related services. About Prime Meridian Prime Meridian Capital Management Sep 2021 - Present1 year 5 months Walnut Creek, California, United States Hall Equities Group 4 years 3 months Division Manager, Property Operations Mar 2020 -. That is what means the most to him andhopes it will be his finest legacy. Please include what you were doing when this page came up and the Cloudflare Ray ID found at the bottom of this page. The fund is located in Reno, Nevada. Services We Provide . (PRWEB) He's been with Principalsince 2016; previously with MetLife. Questions about your PRWeb account or interested in learning more about our news services? Unlock exclusive data on future plans, company financials, fundraising history, track records, and more. Whether youre just getting started or ready to move your business in a new direction, weve got your back. 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 . Contact information904-999-3106Cody.Shirley@principal.com. Scott began his career in the Financial Services Industry as an Financial Professional with Edward Jones, and then spent 14 years with Key Investment Services, LLC as a Vice President and Financial Professional. Many people have been burned by frauds and Ponzi schemes. After seeing positive returns after the Great Recession, he has since invested substantially into the space. Research our firm withFINRA's BrokerCheck. Reach out to the author: contact and available social following information is listed in the top-right of all news releases. The new fund will offer investors a diversified, short duration real estate loan portfolio, with no hard lock-up. 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. 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. AltFi provides market-leading news, opinion, insights and events for the rapidly-growing alternative finance and fintech community. Find out more, 1 Poultry, Questions about a news article you've read? Avoid Fraud, Get The Facts, And Find The Best. Contact information "I am extremely proud of these strong results . The action you just performed triggered the security solution. Prime Meridian was voted Top Fund Manager at. SUITE 830, WALNUT CREEK, CA. Please contribute data. London, Scott is a 1999 Graduate of Siena College in Latham, NY with a Bachelors degree of Science in Finance. Learn more about what its like to work with us and meet our management team. We. Vocus, PRWeb, and Publicity Wire are trademarks or registered trademarks of Vocus, Inc. or Vocus PRW Holdings, LLC. Prime Meridian Capital Management is part of the Finance industry, and located in California, United States. To learn more about Prime Meridian Capital Management, its marketplace lending funds, or for insight into the peer-to-peer lending market, visit http://www.pmifunds.com, or contact Don Davis at 925-362-8510. The Prime Meridian Income Fund provides investors low cost access to short- duration high yield consumer loan portfolios from creditworthy borrowers that produce consistent returns. These include Viewport Meta, IPhone / Mobile Compatible, and SPF. The Prime Meridian Income Fund specializes in P2P consumer lending while the Prime Meridian Small Business Lending Fund utilizes small business lending platforms, and Poise Lending Fund is a leveraged consumer loan P2P fund. December 02, 2015. Sean was named to Chief Investment Officer Magazines Power 100 list of the most influential institutional investors globally for 2021; magazine profile. SaaS, Android, Cloud Computing, Medical Device), Where the organization is headquartered (e.g. Prime Meridian is satisfying that need. Short duration, high yield P2P/Marketplace Lending funds with a focus on consumer, small business, and real estate lending. The Firm prioritizes downside protection targeting attractive risk-adjusted return opportunities with low correlations to other asset classes that offer attractive levels of current income. Prime Meridian Capital Management serves customers in the United States. 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. He is the Head of Capital Markets at Prime Meridian Capital Management. Prime Meridian Real Estate Lending Fund is a real estate debt fund managed by Prime Meridian Capital Management. New York. He is a graduate of Indiana University and the Stanford Graduate School of Business. * Non-securities registered; insurance licensed financial professional. It is a NV Limited Liability Company. FourFourTwo brings you the story of Neymars journey from the streets of Praia Grande to the Barcelona frontline. All information provided on this website is provided without warranty and for informational purposes only. 208.113.171.183 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?. Prime Meridian Capital Management has been nominated by Bloomberg LP in two categories of Hedgeweek's US Awards for 2022! 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. Principal Life maintains certificates of authority to transact insurance in all 50 states. Monitor your investments 24 hours a day, around the clock from around the globe. Performance & security by Cloudflare. Managing Director. For specific details about Prime Meridians private fund offerings, Accredited Investors can request fact sheets here. Elton. The Principal Financial Network of the Northeast is a group of local offices representing Principal in the upstate New York and New England areas. Cloudflare Ray ID: 7c06dbc42f920829 The construction of the funds are designed to create diversified portfolios across multiple verticals including but not limited to senior secured business financing, 1st lien real estate bridge lending, litigation finance, consumer lending, life settlements, and other specialty credit investments. Showing 5 of 11 hedge funds managed by Prime Meridian Capital Management. "We are once again honored to rank among other Bay Area companies who have achieved incredible growth milestones. Returns assume the reinvestment of all capital (including distributions where applicable) on a monthly basis. 518-724-1703powhida.scott@principal.comConnect with me on LinkedIn. Our firm provides investors with low cost access to short duration, high yield loan and alternative income portfolios by taking advantage of the efficiencies in the private credit asset class and investing in other alternative asset classes. Where is Prime Meridian Capital Management 's headquarters? Delivered Monday 9am EST/ 6am PST. Not only have we added a highly sought after levered fund to the Prime Meridian lineup, but we have also added Val Katayev to the lineup. Our inclusion extends to the way we do business with a flexible work culture. He enjoys fitness and outdoor activities such as hiking, cycling, boating and spending time with his family and friends on Great Sacandaga Lake.