Kramer Management Group | Expertise, Leadership, Guidance. 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. Copyright 2019 by InvestingReview.org / All Rights Reserved. An investment in the funds, like all investments, contains risk including the risk of total loss, and may not be appropriate for all investors. Our inclusion extends to the way we do business with a flexible work culture. "We are once again honored to rank among other Bay Area companies who have achieved incredible growth milestones. Prime Meridian Capital Management | Gate 39 Media 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. 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. 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 one thing we have in common is that each of us is different. Bloomberg Daybreak Europe, anchored live from London, tracks breaking news in Europe and around the world. Christopherspecializes in helping individuals and businesses set goals and implement strategies to help achieve financial success. Contact Information Mr. Katayev, who is currently the largest individual investor in both Poise and Prime Meridian funds will take on a more active role in the management and oversight of the firm. 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. We could not have found a better fit from an economic, philosophical, or experiential perspective, said Don Davis, CEO. The site coordinator is the glue that keeps our offices running smoothly. Loan pools include consumer lending, collateralized small business lending, secured real estate lending, life settlements, litigation finance, and more. Previously he was the Head of West Coast and Asia . From Ireland, the New Economy Gateway series brings together regional leaders to discuss, analyze and propose solutions to the global economys most pressing problems. Jeff Faria - Portfolio Analyst - Prime Meridian Capital Management View contacts for Prime Meridian Capital Management to access new leads and connect with decision-makers. 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. 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 Real Estate Lending Fund is the first of its kind within the alternative finance space globally. Contact information Project Planning: Our firm has assembled a team of experts in project planning to lead our clients . Principal National NAIC identification number 71161. Please include what you were doing when this page came up and the Cloudflare Ray ID found at the bottom of this page. 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%. About Prime Meridian We are dedicated to helping individuals, businesses and their employees achieve financial security and success in our communities. 518-724-1703powhida.scott@principal.comConnect with me on LinkedIn. 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. This material is being provided for information and discussion purposes only and any discussion of any funds is qualified in its entirety by the information included in the confidential offering documents and supplements (collectively, the Memorandum) of Prime Meridian Income Fund, LP, Prime Meridian Real Estate Lending Fund, LP, Prime Meridian Special Opportunities Fund, LP, and the AlphaCentric Prime Meridian Income Fund (the Funds) described herein, and is not intended to be, nor should it be construed or used as investment, tax or legal advice or an offer to sell, or a solicitation of an offer to buy, an interest in the funds, or any other security. Content featuring industry thought leaders, Have updates for this profile? Prime Meridian Real Estate Lending Fund Profile: Returns & Limited Any offer or solicitation of an investment in the funds may be made only by delivery of the Memorandum. That is what means the most to him andhopes it will be his finest legacy. Prime Meridian Draws Top Talent - Sean Bill - as New CIO An experienced investor and portfolio manager, Sean Bill will assume responsibilities on March 7, 2022. Kramer Management Groups (KMG) comprehensive program management services can help you manage multiple interrelated projects with minimal impact to your ongoing operations. 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. Get Preqin Pro for unrestricted access to 600,000+ detailed profiles on fund managers, investors, funds, companies, and other alternative asset players. He is the Head of Capital Markets at Prime Meridian Capital Management. 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. 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. Engineering. 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. Prime Meridian Wins the #1 and #2 Spots in the BarclayHedge Fixed Short duration, high yield P2P/Marketplace Lending funds with a focus on consumer, small business, and real estate lending. The number of clients served by it is unknown. In addition, AltFi runs major industry events around the world. Thats why we want to talk to you about your future with Principal. It is a NV Limited Liability Company. 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. Rocco DiBenedetto, CPA - Director Of Accounting - Prime Meridian Prime Meridian Capital Management uses 17 technology products and services including HTML5, jQuery, and Google Analytics, according to G2 Stack. You'll receive a complimentary copy of our Legacy Planning Guide. 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. Principal Life maintains certificates of authority to transact insurance in all 50 states. Scott has called the Capital Region of New York home all of his life. Prime Meridian Capital Management has launched a new fund which will be dedicated to real estate investments. Find out more, 1 Poultry, 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. 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. Delivered Monday 9am EST/ 6am PST. SAN FRANCISCO (PRWEB) 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.. Request a demofor full access to this profile. This site is not a solicitation of interest in any of these products in any other state. 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. Unlock exclusive data on future plans, company financials, fundraising history, track records, and more. Loan pools include consumer lending, collateralized small business lending, secured real estate lending, life settlements, litigation finance, and more. Copyright 1997-2015, Vocus PRW Holdings, LLC. 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. 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 firm's last reported SEC (U.S. Securities and Exchange Commission) status is listed as Loan pools include consumer lending, collateralized small business lending, secured real estate lending, life settlements, litigation finance, and more. Who are Prime Meridian Capital Management 's competitors? Prime Meridian Capital Management | Inc.com 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. Services We Provide . Company profile page for Prime Meridian Capital Management LLC including stock price, company news, press releases, executives, board members, and contact information Meridian reports strong financial results for 2022 and celebrates key The fund is located in Reno, Nevada. Prime Meridian Capital Management Ranks Once Again on the Inc. 5000 You are viewing a preview of this profile. Provides investors the potential to maximize returns by purchasing, at a discount, and managing nonperforming loans secured by residential real estate. We proudly represent Principal with integrity and professionalism. The Principal Financial Network of the Northeast is a group of local offices representing Principal in the upstate New York and New England areas. Great! 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. Prime Meridian Rises in Rank as a Fastest-Growing Company in - PRWeb FourFourTwo brings you the story of Neymars journey from the streets of Praia Grande to the Barcelona frontline. Dallas. 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 LLC is legally known as PRIME MERIDIAN CAPITAL MANAGEMENT, LLC. Prime Meridian Capital Management - CrunchBase Unlock exclusive data on future plans, company financials, fundraising . He is a CERTIFIED FINANCIAL PLANNER Certificant and has his FINRA Series 7, 9, 10, 24, 31, 51, 63, and 65 securities registrations. 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. We have funded over $1.8 Billion dollars in loans and specialty credit since inception. For specific details about Prime Meridians private fund offerings, Accredited Investors can request fact sheets here. Avoid Fraud, Get The Facts, And Find The Best. 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). The Prime Meridian Real Estate Lending Fund is the first of its kind within the alternative finance space globally. Find More Contacts for Prime Meridian Capital Management. We proudly represent Principal with integrity and professionalism. Request a Preqin Pro demo for full access to all profiles and underlying data. The firm has roots in the FinTech ecosystem and has funded $1.8 billion across 100,000 loans. Sean was named to Chief Investment Officer Magazines Power 100 list of the most influential institutional investors globally for 2021; magazine profile. Overnight on Wall Street is morning in Europe. Sean Bill - Chief.. - Prime Meridian Capital Management | ZoomInfo Thats why we seek diversity in the people we hire. Prime Meridian Capital Management has launched a new fund which will be dedicated to real estate investments. 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. Questions about your PRWeb account or interested in learning more about our news services? 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 - Overview, News - ZoomInfo 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. 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. The Company offers capital management, financing, business lending funds and other related services. 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. Sean has been a frequent guest on Bloomberg television, CNBC, Fox Business News. 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. 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. This merger formalizes and solidifies the longstanding relationship between us, says Don Davis. 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. 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 -. They place a high value on family relationships and enjoy strengthening those bonds day in and day out. Sean Bill has been working as a Chief Investment Officer at Prime Meridian Capital Management for 1 year. 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. Talent Search Candidate Outreach Employer Branding ATS . 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. 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. Approved, with a registration date of Aug 11, 2017. 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. No matter what you choose, were here to give you the right tools to build your confidence and help you succeed. Cloudflare Ray ID: 7c06dbc42f920829 Alternatives and possible competitors to Prime Meridian Capital Management may include Accial Capital, Shrimpy, and Galois Capital. 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. Prime Meridian Capital Management Location 2121 N California Blvd Ste 830, Walnut Creek, California, 94596, United States Description Located between First and Second Avenues, the site features 47 feet of frontage along 44th Street with 100 feet of depth and allows for . 208.113.171.183 Company Information Data as of Publication on Aug 11,. Prime Meridian Capital Management LLC - WALNUT CREEK , CA - Avoid Fraud The fund has been established to take advantage of burgeoning marketplace lending activity within the real estate space. Please contribute data. 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. 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 serves customers in the United States. 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. Meridian Capital Group announced today that its Institutional Investment Sales Group, led by Helen Hwang, has been hired to market an outstanding Midtown development site located at 303-305 East 44th Street. 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. We do too. 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 | LinkedIn It is a NV Limited Liability Company. This website is using a security service to protect itself from online attacks. Contact information This firm has 11 employees, of which 4 are employees in advisory roles. Request a Demo to see more. 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. 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. SaaS, Android, Cloud Computing, Medical Device), Where the organization is headquartered (e.g. Corporate and Workplace Solutions. 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. Owner's Representation: As Owner's Representatives, we provide comprehensive management and coordination of all construction project activities. 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. AltFi's new weekly US newsletter breaking down the ins and outs of America's burgeoning fintech sector. Im excited to further cement my relationship with Don Davis as part of Prime Meridian, said Val Katayev. 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. We. Kyle Knapp is an Associate at Meridian Capital Group based in New York, New York. New York. 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. Contact information716-710-4756Midecke.Chris@principal.com Connect with me on LinkedIn. The new fund will offer investors a diversified, short duration real estate loan portfolio, with no hard lock-up. Alexa. See a list of financial professionals in Upstate New York to contact one directly. We work with both new and experienced financial professionals. Scott found that his passion lies with motivating and aiding other representatives in growing their business. There are several actions that could trigger this block including submitting a certain word or phrase, a SQL command or malformed data. An experienced investor and portfolio manager, Sean Bill will assume responsibilities on March 7, 2022. Home - Meridian Capital Group He is a graduate of Indiana University and the Stanford Graduate School of Business. Associate. The member companies of the Principal Financial Group neither endorses, explicitly or impliedly, any of the third party entities.