prime meridian capital management

Copyright 2019 by InvestingReview.org / All Rights Reserved. Request a demofor full access to this profile. 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. Learn how making the most of your retirement plan now could help ensure your golden years are even more golden. Bloomberg Daybreak Europe, anchored live from London, tracks breaking news in Europe and around the world. EC2R 8EJ 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. Copyright 1997-2015, Vocus PRW Holdings, LLC. 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. Provides investors the potential to maximize returns by purchasing, at a discount, and managing nonperforming loans secured by residential real estate. SAN FRANCISCO (PRWEB) 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. Lending verticals include consumer, real estate, small business, secured credit facilities, insurance-linked assets, litigation finance, royalties and trade-finance. An investment in the funds, like all investments, contains risk including the risk of total loss, and may not be appropriate for all investors. Managing Director. Prime Meridian Capital Management, a registered private credit fund manager that has funded over $1.6 Billion in loans and specialty credit, announced today that Sean Bill has been appointed as Chief Investment Officer of the company. Carla. This firm has 11 employees, of which 4 are employees in advisory roles. For specific details about Prime Meridians private fund offerings, Accredited Investors can request fact sheets here. We proudly represent Principal with integrity and professionalism. Prime Meridian Capital Management is a technology-powered alternative credit fund manager based in the San Francisco Bay Area with approximately $250 million in assets under management. We identify the true needs an owner has when faced with a construction opportunity and apply our depth of experience in delivering successful construction projects to ensure its success. Christopher does his best to spend non-working hours with his family. Prime Meridian Capital Management is an alternative credit investment management firm specializing in short-duration, high yield Marketplace Lending strategies. Kyle Knapp's Phone Number and Email Last Update. Cloudflare Ray ID: 7c06dbc42f920829 Questions about a news article you've read? The firm has roots in the FinTech ecosystem and has funded $1.8 billion across 100,000 loans. 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. They place a high value on family relationships and enjoy strengthening those bonds day in and day out. Program Management: We help owners reduce the uncertainty and risks involved in the delivery of their capital programs. An experienced investor and portfolio manager, Sean Bill will assume responsibilities on March 7, 2022. 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. Active, Closed, Whether an Organization is for profit or non-profit, General contact email for the organization. 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 is satisfying that need. Company profile page for Prime Meridian Capital Management LLC including stock price, company news, press releases, executives, board members, and contact information Any offer or solicitation of an investment in the funds may be made only by delivery of the Memorandum. All RIghts Reserved. 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. Ive known Sean for years and one of many things we have in common is our track record speaks for itself.. Owner's Representation: As Owner's Representatives, we provide comprehensive management and coordination of all construction project activities. 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. 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. We are dedicated to helping individuals, businesses and their employees achieve financial security and success in our communities. 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. Merging our operations and (marketplace lending) funds under one roof will accelerate the companys growth and improve the offering to our clients and partners, P2P Lending Is Profitable, Even In A Recession. The Principal Financial Network of the Northeast is a group of local offices representing Principal in the upstate New York and New England areas. 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. Sean has been a frequent guest on Bloomberg television, CNBC, Fox Business News. Reach out to the author: contact and available social following information is listed in the top-right of all news releases. View contacts for Prime Meridian Capital Management to access new leads and connect with decision-makers. Prime Meridian Capital Management, LLC provides investment management services. Talent Search Candidate Outreach Employer Branding ATS . Company Information Data as of Publication on Aug 11,. We do too. 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. 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. Markets never sleep, and neither does Bloomberg News. 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. It is a NV Limited Liability Company. 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. Prime Meridian Capital Management is an alternative investment manager specializing in marketplace lending including P2P lending and online lending platforms. Provides investors with low cost access to a highly diversified, short-duration, high yield consumer loan portfolio from creditworthy borrowers, designed to produce consistent returns. The member companies of the Principal Financial Group neither endorses, explicitly or impliedly, any of the third party entities. Find out more, 1 Poultry, 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. . Verticals include secured credit facilities, consumer, real estate, and small business loans, as well as life settlements and litigation finance. AltFi's new weekly US newsletter breaking down the ins and outs of America's burgeoning fintech sector. Reach out to the author: contact and available social following information is listed in the top-right of all news releases. At that time the company had just crossed the $100m mark in assets under management. San Francisco Bay Area, Silicon Valley), Operating Status of Organization e.g. Thats why we want to talk to you about your future with Principal. This firm has 11 employees, of which 4 are employees in advisory roles. We. It is a NV Limited Liability Company. Questions about your PRWeb account or interested in learning more about our news services? 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. 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. 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.. InvestingReview.org does not provide investment advice. 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. 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. That may mean you want to focus on a specific market, be a solo practitioner or join a team. The merger unifies the entities and adds a third fund - Poise Lending Fund (a levered P2P fund) - to the growing Prime . Contact information716-710-4756Midecke.Chris@principal.com Connect with me on LinkedIn. 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 is a registered private credit investment management firm specializing in specialty finance as well as Peer-to-Peer (P2P), marketplace lending strategies. 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. 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. Do you want to make a difference and help others solve problems? 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. Prime Meridian Capital Management LLC is legally known as PRIME MERIDIAN CAPITAL MANAGEMENT, LLC. 208.113.171.183 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. 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. (PRWEB) If you are interested in partnering with us, complete this contact form and well get back to you shortly. Performance & security by Cloudflare. Check the list below to see whos available in your area and learn more. Prime Meridian Capital Management Prime Meridian is an investment management firm specializing in online Peer-to-Peer lending strategies. Contact Information Merging our operations and funds under one roof will accelerate the companys growth and improve the offering to our clients and partners. FourFourTwo brings you the story of Neymars journey from the streets of Praia Grande to the Barcelona frontline. Unlock exclusive data on future plans, company financials, fundraising . From Ireland, the New Economy Gateway series brings together regional leaders to discuss, analyze and propose solutions to the global economys most pressing problems. 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. 6 Rock Creek LaneTorrington, CT 06790860-309-9888Directions to the Torrington office, 20 Independence Drive, Suite 1AFreeport, ME 04032207-869-5723Directions to the Freeport office, 383 US Route 1, Suite 9Scarborough, ME 04074207-772-6580Directions to the Scarborough office, 16 Burgoyne StreetDorchester, MA 02124614-286-3574Directions to the Dorchester office, 43 Orchardview StreetWest Springfield, MA 01089413-209-8090Directions to the West Springfield office, Arthur S. Cloutier, LUTCFcloutier.arthur@principal.com413-209-8090Connect with me on LinkedIn, 1175 Pittsford Victor Road, Suite 150Pittsford, NY 14534585-445-5990Directions to this Rochester office, 9 Carolina Cherry CourtFairport, NY 14450315-278-0174Directions to thisRochester office, 5 School StreetAlmond, NY 14804607-276-6207Directions to the Almond office, 100 Corporate Parkway, Ste 118Amherst, NY 14226716-836-2422Directions to this Buffalo office, Ryan E. Floreflore.ryan@principal.com716-241-8513, 4053 Maple Road, Ste 112Amherst, NY 14226Directions to this Buffalo office, 7900 Davis Road North, Ste 2Clay, NY 13041315-915-3241Directions to the Clay office, 46 Colony St.Depew, NY 14043716-901-1531Directions to the Depew office, 2 Anglewood CourtFairport, NY 14450585-724-0432Directions to the Fairport office, 18 Hill Valley DriveLancaster, NY 14086716-830-1788Directions to the Lancaster office, 637 New Loudon Road, Ste.1Latham, NY 12110518-724-1700Directions to the Latham office, 17 Krug CourtLoudonville, NY 12211518-852-4699Directions to the Loudonville office, 20 Madison StreetWellsville, NY 14895845-742-2993Directions to the Wellsville office, 3963 Griffin RoadSyracuse, NY 13215315-469-7265Directions to the Syracuse office. He enjoys fitness and outdoor activities such as hiking, cycling, boating and spending time with his family and friends on Great Sacandaga Lake. Kyle Knapp . Vocus, PRWeb, and Publicity Wire are trademarks or registered trademarks of Vocus, Inc. or Vocus PRW Holdings, LLC. 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. Associate. * Non-securities registered; insurance licensed financial professional. 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. Overnight on Wall Street is morning in Europe. The Prime Meridian Real Estate Lending Fund is the first of its kind within the alternative finance space globally. Our inclusion extends to the way we do business with a flexible work culture. Read More . Scott found that his passion lies with motivating and aiding other representatives in growing their business. Christopher has been Committed financial professional for more than 7 years. The action you just performed triggered the security solution. Returns assume the reinvestment of all capital (including distributions where applicable) on a monthly basis. We proudly represent Principal with integrity and professionalism. Contact information We could not have found a better fit from an economic, philosophical, or experiential perspective, said Don Davis, CEO. Principal Life maintains certificates of authority to transact insurance in all 50 states. Research our firm withFINRA's BrokerCheck. Prime Meridian Capital Management uses 17 technology products and services including HTML5, jQuery, and Google Analytics, according to G2 Stack. 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. Visit us on LinkedIn,Facebook or send us an email. Questions about your PRWeb account or interested in learning more about our news services? 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?. . The number of clients served by it is unknown. Please note: Search data is accumulated by 3rd party and refreshed once per day. Prime Meridian Capital Management has launched a new fund which will be dedicated to real estate investments. Vocus, PRWeb, and Publicity Wire are trademarks or registered trademarks of Vocus, Inc. or Vocus PRW Holdings, LLC. 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. Unlike so many investors and managers that chase yield at any cost, we carefully consider how to create the best risk adjusted portfolio by taking into account diversification of location and property types as well as first lien positions, strong LTV, and personal guarantees.. Contact information716-710-4104davis.ashley@principal.com. Now that you know a little about us, wed like to tell you about the amazing folks youll be working with. Please include what you were doing when this page came up and the Cloudflare Ray ID found at the bottom of this page. Sean was named to Chief Investment Officer Magazines Power 100 list of the most influential institutional investors globally for 2021; magazine profile. 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 Firm prioritizes downside protection targeting attractive risk-adjusted return opportunities with low correlations to other asset classes that offer attractive levels of current income. An experienced investor and portfolio manager, Sean Bill will assume responsibilities on March 7, 2022. 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Showing 5 of 11 hedge funds managed by Prime Meridian Capital Management. Mr. Katayev is a four-time tech entrepreneur who generated over $100 million in profits and exits before ever raising capital from outside investors. "We emphasize risk management and contractual cashflows . 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. 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. The firm's last reported SEC (U.S. Securities and Exchange Commission) status is listed as 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. Prior to entering public service, Sean was a Principal responsible for research and trading at Global Fixed Income Partners, a hedge fund based in Newport Beach California. Many people have been burned by frauds and Ponzi schemes. See a list of financial professionals in Upstate New York to contact one directly. In 2014, he started with Principal Financial Group as a Managing Director. 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. Approved, with a registration date of Aug 11, 2017. The portfolios short duration and high yield, generally position them well to take advantage of a rising interest rate environment. Great! This site is not a solicitation of interest in any of these products in any other state. 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. Loan pools include consumer lending, collateralized small business lending, secured real estate lending, life settlements, litigation finance, and more. You'll receive a complimentary copy of our Legacy Planning Guide. You can email the site owner to let them know you were blocked. Important Consumer Information: Financial Professionals of Principal Securities who are part of the Principal Financial Network of the Northeast may only transact business in a particular state after licensure or satisfying qualifications requirements of that state, or only if he or she is excluded or exempted from the state's registration requirements. InvestingReview.org is not an investment adviser and is not endorsed by or affiliated with any U.S. or non-U.S. regulatory agency. Principal Life NAIC identification number is 61271. 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. Request a Preqin Pro demo for full access to all profiles and underlying data. 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. Prime Meridian Capital Management is an alternative credit investment management firm specializing in short-duration, high yield Marketplace Lending strategies. Engineering. 585-445-5988Weaver.Sarah.E@principal.com. Our goal is to . Alternatives and possible competitors to Prime Meridian Capital Management may include Accial Capital, Shrimpy, and Galois Capital. New York. Scott has called the Capital Region of New York home all of his life. 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. There are several actions that could trigger this block including submitting a certain word or phrase, a SQL command or malformed data. 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. This merger formalizes and solidifies the longstanding relationship between us, says Don Davis. Legal Name: PRIME MERIDIAN CAPITAL MANAGEMENT, LLC, 2121 N. CALIFORNIA BLVD., 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. Prime Meridian Real Estate Lending Fund is a real estate debt fund managed by Prime Meridian Capital Management. At the end of the day, Christopherismost proud of his relationship with his wife and three children. Jeremy Todd, CFA, has over 20 years of financial services experience in management, sales, and marketing covering asset managers, hedge funds, institutional investors, broker dealers, and registered investment advisors. The Prime Meridian Real Estate Lending Fund is the first of its kind within the alternative finance space globally. No matter what you choose, were here to give you the right tools to build your confidence and help you succeed. 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. The site coordinator is the glue that keeps our offices running smoothly. Prime Meridian Capital Management has launched a new fund which will be dedicated to real estate investments. Fintech and alternative finance headlines with an exclusive Editor's Note each week. 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 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. Content featuring industry thought leaders, Have updates for this profile? He is a graduate of Indiana University and the Stanford Graduate School of Business. Copyright 2023, Kramer Management Group. London, 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.
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