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MERIDA CAPITAL HOLDINGS LLC

RYE, NY · CRD 287784 · IAPD ↗ · 212-210-1890

$157.3MRegulatory AUM
6Advisory reps
10Employees
0Clients
n/aPlanning clients
11Private funds
1States
1Disclosures
fundSegment
ApprovedSEC status

Filing changes

30
April 2026 — MERIDA CAPITAL HOLDINGS LLC reported RAUM down 25% ($211.1M -> $157.3M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
35
April 2026 — MERIDA CAPITAL HOLDINGS LLC shrank from 9 to 6 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
35
April 2025 — MERIDA CAPITAL HOLDINGS LLC shrank from 13 to 9 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
33
April 2024 — MERIDA CAPITAL HOLDINGS LLC reported RAUM down 26% ($346.2M -> $256.7M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.