AUMdb

Maredin Corporation

State-registered Wealth Manager · Boutique (under $100M) CRD 163145 · SEC file 802-75359 · · TWITTER.COM
☆ Save with Pro ADV data as of Mar 31, 2026
Regulatory AUM
$16.5M
Discretionary
$16.5M
Clients
25
Avg AUM / client
$660K
Accounts
25
Employees
1

Who they serve

Client typeClientsAUM% of AUM
Individuals (non-high net worth) 12 $1.2M 7.51%
High net worth individuals 11 $15.3M 92.5%
Pension and profit sharing plans 2 $1.2K 0.01%

Private funds (2)

Reported in Form ADV Section 7.B.(1), filing of Nov 2014 · $3.9M combined gross assets

FundTypeDomicileGross assetsOwners
Astra Sicav Sif Frontline Value Fund Hedge Fund Luxembourg $3.3M 3
Zinn Fund Lllp Private Equity Fund Florida $610K 10

People (1)

roster as of Jul 20, 2026
NameRole / titleCredentialsWith firm sinceOwnership
Marcelo Zinn Registered representative Jan 2026 (1y)

Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.

Private funds (2, $3.9M gross assets)

FundTypeGross assetsMin. investmentOwners
Astra Sicav Sif Frontline Value Fund Hedge Fund $3.3M $100K 3
Zinn Fund Lllp Private Equity Fund $610K $100K 10

From Form ADV Section 7.B private fund reporting.

Documents (1 archived)

FormPeriodSize
Form ADV (full filing) 03/31/2026 1.01 MB View · PDF · Source ↗

Archived copies of the firm's regulatory filings, versioned by content hash.

Disciplinary disclosures

No disciplinary events reported on the firm's latest Form ADV filing.

How they charge

  • Percentage of assets under management

Services

  • Financial planning services
  • Portfolio management for individuals/small businesses
  • Pension consulting services

Custody

Reported custodians

Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).

Firm reports having custody of client funds or securities (Item 9.A).

Source

All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 31, 2026.

View current Form ADV (SEC/IAPD) ↗