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METEORA CAPITAL, LLC

BOCA RATON, FL · CRD 313378 · IAPD ↗ · meteoracapital.com · 212-207-0090

$1.54BRegulatory AUM
7Advisory reps
16Employees
0Clients
n/aPlanning clients
6Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

70
April 2026 — METEORA CAPITAL, LLC crossed $1B in regulatory AUM ($969.4M -> $1.54B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
38
April 2025 — METEORA CAPITAL, LLC added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
52
April 2024 — METEORA CAPITAL, LLC reported RAUM up 47% ($592.8M -> $871.5M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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