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Meredith Portfolio Management Inc. (New York)


Meredith Portfolio Management Inc. is a large advisory firm based in New York. It manages $32.91 million of regulatory assets for 10 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdictions of California, Connecticut, Florida, and 3 other states.

Meredith Portfolio Management provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Meredith Portfolio Management: assets under management

The assets under management (AUM) of Meredith Portfolio Management Inc. is $32.91 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -95% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $32.91 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $3.29 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Meredith Portfolio Management Inc. for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 3 indirect owners.

Name Entity Date acquired Ownership Employer ID
Nicholas Lawrence Lattanzio Member 1 Mar 2004 25% - 50% 866966
Moma Limited (A Corporation) Member 1 Mar 2004 25% - 50% foreign
Moma Limited (A Trust) Shareholder 1 Mar 2004 75% - 100% foreign

Based in New York

The principal office where Meredith Portfolio Management Inc. performs its advisory services is located at 100 Park Avenue, New York, NY 10017, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 212 969-9292 or by fax 212 247-3840. The normal business hours are 9-5 on Monday - Friday.


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