Meridiana Mfo Llc
- Regulatory AUM
- $442M
- Discretionary
- $0
- Clients
- 10
- Avg AUM / client
- $44.2M
- Accounts
- 152
- Employees
- 5
AUM over time
Annual snapshots from Form ADV filings · as of Apr 28, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| High net worth individuals | 7 | $442M | 100.0% |
| Corporations and other businesses | 3 | $0 | — |
People (4)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Carrillo, Enrique | Member & Principal | Sep 2019 (7y) | 10% – 25% | |
| Ariadna Tomas Vila | Cco | Jan 2023 (4y) | Less than 5% | |
| Merchan, Andrea | Member | Jan 2024 (3y) | 5% – 10% | |
| Albert Rovira Domenech | Registered representative | CFA | Jun 2023 (3y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Zafire Investments Ltd | Member | Feb 2024 | A | 10% – 25% |
| Almanacs Llc | Member | Apr 2021 | A | 10% – 25% |
| Three Peak Llc | Member | Apr 2021 | A | 10% – 25% |
| Rodbeck Holding Sa | Member | Feb 2024 | A | 10% – 25% |
| Marmer Sas | Member | Jan 2024 | A | 5% – 10% |
| Zafire Trust | Managing Member | Jul 2022 | B | ≈ 7.5% – 25% via Zafire Investments Ltd |
Undisclosed: 0% – 40% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Zafire Trust: 75% – 100% of Zafire Investments Ltd × 10% – 25% direct ≈ 7.5% – 25% 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.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/28/2026 | 1020 KB | 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
- • Fixed fees
- • Other fees
- • CONSULTING FEES
Services
- • Portfolio management for individuals/small businesses
- • Selection of other advisers
- • Other services
Custody
Reported custodians
- Merrill Lynch $90.8M (21% of AUM) Apr 2026
- Banco Santander International $88.6M (20% of AUM) Apr 2026
- J.P. Morgan $82.1M (19% of AUM) Apr 2026
- Morgan Stanley $71.1M (16% of AUM) Apr 2026
- UBS $29.9M (12% of AUM) Mar 2022
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have 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: Apr 28, 2026.
View current Form ADV (SEC/IAPD) ↗