Meadowpark Capital, LLC

Meadowpark Capital, LLC is a financial advisor firm established in April 2014, specializing in providing investment advisory services to institutional clients and high net worth individuals. The firm offers portfolio management services tailored to each client's investment objectives, preferences, and guidelines. Meadowpark Capital does not participate in wrap fee programs and had $15,705,000 of assets under management on a non-discretionary basis and $35,065,000 on a discretionary basis as of February 28, 2025. For compensation, the firm typically charges a management fee ranging from 0.35% to 1.50% of the client's account balance, billed monthly in arrears. Meadowpark Capital does not receive performance-based fees and clients are responsible for certain expenses related to account management. The firm does not accept compensation for the sale of securities. The investment strategy focuses on fundamental research and value investing across various asset classes. Clients are advised on potential risks, including market volatility and macroeconomic factors. Meadowpark Capital emphasizes fair treatment of clients, with no disciplinary events involving the firm or its principal, Tom Pereira. The firm operates with a fiduciary responsibility, providing full disclosure of potential conflicts of interest and maintaining a code of ethics.