Prime Meridian Capital Management, Llc
- Regulatory AUM
- $177M
- Discretionary
- $177M
- Clients
- 4
- Avg AUM / client
- $44.2M
- Accounts
- 4
- Employees
- 9
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 24, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 4 | $177M | 100.0% |
Private funds (3)
Reported in Form ADV Section 7.B.(1), filing of Nov 2024 · $113M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Prime Meridian Special Opportunities Fund, Lp master | Hedge Fund | Delaware | $90.3M | 53 |
| Prime Meridian Income Fund, Lp master | Hedge Fund | Nevada | $16.1M | 25 |
| Prime Meridian Small Business Lending Fund, Lp master | Hedge Fund | Nevada | $7.1M | 73 |
People (7)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Katayev, Valeriy | Director | Jan 2009 (18y) | ≈ 18.75% – 50% via Poise Holdings, Inc. | |
| Donald David Davis | Manager | Mar 2012 (14y) | 50% – 75% | |
| Frolov, Alexander | Member | Dec 2015 (11y) | ≈ 1.25% – 5% via Tam Usa, Llc | |
| Lobanov, Mikhail | Member | Dec 2015 (11y) | ≈ 1.25% – 5% via Tam Usa, Llc | |
| Semeyko, Alexander | Member | Dec 2015 (11y) | ≈ 1.25% – 5% via Tam Usa, Llc | |
| Garcia, Sandra, Maria | Chief Compliance Officer | Mar 2017 (9y) | Less than 5% | |
| Jeremy Tyson Todd | Registered representative | CFA | Oct 2025 (1y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Poise Holdings, Inc. | Member | Nov 2015 | A | 25% – 50% |
| Tam Usa, Llc | Member | Jan 2016 | A | 5% – 10% |
Undisclosed: 0% – 20% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Katayev, Valeriy: 75% – 100% of Poise Holdings, Inc. × 25% – 50% direct ≈ 18.75% – 50% of the firm
- Frolov, Alexander: 25% – 50% of Tam Usa, Llc × 5% – 10% direct ≈ 1.25% – 5% of the firm
- Lobanov, Mikhail: 25% – 50% of Tam Usa, Llc × 5% – 10% direct ≈ 1.25% – 5% of the firm
- Semeyko, Alexander: 25% – 50% of Tam Usa, Llc × 5% – 10% direct ≈ 1.25% – 5% of the firm
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 (3, $113M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Prime Meridian Special Opportunities Fund, Lp | Hedge Fund | $90.3M | $500K | 53 |
| Prime Meridian Income Fund, Lp | Hedge Fund | $16.1M | $500K | 25 |
| Prime Meridian Small Business Lending Fund, Lp | Hedge Fund | $7.1M | $500K | 73 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/24/2026 | 1.29 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
- • Performance-based fees
Services
- • Portfolio management for pooled investment vehicles
Custody
Firm reports having custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 24, 2026.
View current Form ADV (SEC/IAPD) ↗