Corporate and Workplace Solutions. 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. * Non-securities registered; insurance licensed financial professional. We have funded over $1.8 Billion dollars in loans and specialty credit since inception. Questions about a news article you've read? Carla. They place a high value on family relationships and enjoy strengthening those bonds day in and day out. 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. About Prime Meridian 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. 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. He is a graduate of Indiana University and the Stanford Graduate School of Business. Prime Meridian Capital Management has launched a new fund which will be dedicated to real estate investments. 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. He's been with Principalsince 2016; previously with MetLife. The Financial Professionals of Principal Securities are licensed in a number of states to offer insurance products, and life insurance (including variable life), annuities (including variable annuities), and are securities and advisory registered in a number of states This site is not a solicitation of interest in any of these products in any other state. Your daily 7am download of all things alternative finance and fintech. Discover your path to investing and retirement, Discover how insurance can help you protect what matters. Provides investors with multiple high yielding alternative credit verticals including litigation finance, life settlements, and targeted high yielding, niche specialty credit investments. 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. Executive Director/Vice President. 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. Check the list below to see whos available in your area and learn more. Along with the entire staff, Shirley is a problem solver who makes sure your accounts are set up properly and your questions answered in a timely manner. It is a NV Limited Liability Company. Active, Closed, Whether an Organization is for profit or non-profit, General contact email for the organization. SUITE 830, WALNUT CREEK, CA. Monitor your investments 24 hours a day, around the clock from around the globe. Before making any investment in the funds, you should thoroughly review the Memorandum with your professional advisor(s) to determine whether an investment in a Fund is suitable for you in light of your investment objectives and financial situation. Content featuring industry thought leaders, Have updates for this profile? He is the Head of Capital Markets at Prime Meridian Capital Management. Cloudflare Ray ID: 7c06dbc42f920829 We have funded over $1.8 Billion dollars in loans and specialty credit since inception. 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. "I am extremely proud of these strong results . Read More . Prime Meridian Capital Management LLC is legally known as PRIME MERIDIAN CAPITAL MANAGEMENT, LLC. Prime Meridian Capital Management is an alternative credit investment management firm specializing in short-duration, high yield Marketplace Lending strategies. Scott has called the Capital Region of New York home all of his life. You can email the site owner to let them know you were blocked. Provides investors with a highly diversified real estate loan portfolio, designed to produce consistent returns. 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. We could not have found a better fit from an economic, philosophical, or experiential perspective, said Don Davis, CEO. Any offer or solicitation of an investment in the funds may be made only by delivery of the Memorandum. 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. "We are once again honored to rank among other Bay Area companies who have achieved incredible growth milestones. Loans are selected using a . AltFi's new weekly US newsletter breaking down the ins and outs of America's burgeoning fintech sector. Do you want to make a difference and help others solve problems? Where is Prime Meridian Capital Management 's headquarters? 585-445-5988Weaver.Sarah.E@principal.com. Time to go Pro Get Preqin Pro for unrestricted access to 600,000+ detailed profiles on fund managers, investors, funds, companies, and other alternative asset players. For specific details about Prime Meridians private fund offerings, Accredited Investors can request fact sheets here. 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.. Research our firm withFINRA's BrokerCheck. We are dedicated to helping individuals, businesses and their employees achieve financial security and success in our communities. Thats why we want to talk to you about your future with Principal. Prime Meridian Capital Management has been nominated by Bloomberg LP in two categories of Hedgeweek's US Awards for 2022! For more information contact Don Davis at 925-362-8510, or visit http://www.pmifunds.com. The firm has roots in the FinTech ecosystem and has funded $1.8 billion across 100,000 loans. Kyle Knapp's Phone Number and Email Last Update. In a recent TechCrunch article called P2P Lending Is Profitable, Even In A Recession, Mr. Katayev states that as an early investor in P2P in 2006, he was stunned when his P2P loan portfolio was profitable at the end of the financial crisis of 2008-2010. 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. 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. Now that you know a little about us, wed like to tell you about the amazing folks youll be working with. Sean was named to Chief Investment Officer Magazines Power 100 list of the most influential institutional investors globally for 2021; magazine profile. We work with both new and experienced financial professionals. 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. Any performance information shown on this website is presented net of all expenses, including management fees, performance fees and other expenses including portfolio-related expenses. In addition, AltFi runs major industry events around the world. Approved, with a registration date of Aug 11, 2017. The Poise Lending Fund offers a levered consumer lending strategy that targets higher returns for investors who are comfortable with the asset class and risk/reward associated with a leveraged fund. Im excited to further cement my relationship with Don Davis as part of Prime Meridian, said Val Katayev. The alternative asset classes include litigation finance and life settlements. Prime Meridian Capital Management, a registered private credit fund manager that has funded over $1.6 Billion in loans and specialty credit, announced today that Sean Bill has been appointed as Chief Investment Officer of the company. 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. 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. 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. An experienced investor and portfolio manager, Sean Bill will assume responsibilities on March 7, 2022. The Memorandum contains important information concerning risk factors, including a more comprehensive description of the risks and other material aspects of an investment in the funds, and should be read carefully before any decision to invest is made. Prime Meridian Capital Management is an alternative credit investment management firm specializing in short-duration, high yield Marketplace Lending strategies. Sean Bill has been working as a Chief Investment Officer at Prime Meridian Capital Management for 1 year. Reach out to the author: contact and available social following information is listed in the top-right of all news releases. "We emphasize risk management and contractual cashflows . 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. 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. The Company offers capital management, financing, business lending funds and other related services. Speakers discussed the new globalization - or reglobalization and how it will be different. The firm's last reported SEC (U.S. Securities and Exchange Commission) status is listed as We. 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. SaaS, Android, Cloud Computing, Medical Device), Where the organization is headquartered (e.g. Merging our operations and funds under one roof will accelerate the companys growth and improve the offering to our clients and partners. 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. The Principal Financial Network of the Northeast is a group of local offices representing Principal in the upstate New York and New England areas. Provides investors the potential to maximize returns by purchasing, at a discount, and managing nonperforming loans secured by residential real estate. Sean has been a frequent guest on Bloomberg television, CNBC, Fox Business News. In 2014, he started with Principal Financial Group as a Managing Director. 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. Project Planning: Our firm has assembled a team of experts in project planning to lead our clients . Prime Meridian Capital Management Oct 2016 - Apr 20214 years 7 months San Francisco Bay Area Credit focused hedge fund Prime Meridian Capital Management is an investment management firm. 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 and has . Kramer Management Groups (KMG) comprehensive program management services can help you manage multiple interrelated projects with minimal impact to your ongoing operations. March 02, 2022. Located between First and Second Avenues, the site features 47 feet of frontage along 44th Street with 100 feet of depth and allows for . SAN FRANCISCO (PRWEB) Your IP: Reach out to the author: contact and available social following information is listed in the top-right of all news releases. Elton. Prime Meridian Capital Management is an affiliate of Novus Investments, an alternative investment management firm. 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. Vocus, PRWeb, and Publicity Wire are trademarks or registered trademarks of Vocus, Inc. or Vocus PRW Holdings, LLC. Prime Meridian was voted Top Fund Manager at. Managing Director. An experienced investor and portfolio manager, Sean Bill will assume responsibilities on March 7, 2022. We do too. Prime Meridian Capital Management serves customers in the United States. He is also one of the most experienced P2P/Marketplace Lending investors in the United States, and was one of the very first lenders at Prosper nearly 10 years ago. That may mean you want to focus on a specific market, be a solo practitioner or join a team. Thats why we seek diversity in the people we hire. Showing 5 of 8 known decision makers at Prime Meridian Capital Management, Preqin screens the most influential contacts in alternatives, so you only reach the key decision makers. We last heard from Prime Meridian in late January, when it was announced that the company had secured an extra $200m in institutional funding commitments. 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. This site is not a solicitation of interest in any of these products in any other state. Returns assume the reinvestment of all capital (including distributions where applicable) on a monthly basis. December 02, 2015. 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. Loan pools include consumer lending, collateralized small business lending, secured real estate lending, life settlements, litigation finance, and more. The site coordinator is the glue that keeps our offices running smoothly. Questions about your PRWeb account or interested in learning more about our news services? We are dedicated to helping individuals, businesses and their employees achieve financial security and success in our communities. . Scott began his career in the Financial Services Industry as an Financial Professional with Edward Jones, and then spent 14 years with Key Investment Services, LLC as a Vice President and Financial Professional. It is a NV Limited Liability Company. Mr. Katayev is a four-time tech entrepreneur who generated over $100 million in profits and exits before ever raising capital from outside investors. Request a Preqin Pro demo for full access to all profiles and underlying data. Copyright 2023, Kramer Management Group. Sean Bill previously served as the Treasurer & Chief Investment Officer at the Santa Clara VTA where he was responsible for the management and oversight of a multi-billion-dollar multi-asset class portfolio. See a list of financial professionals in Upstate New York to contact one directly. 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. Services We Provide . Contact information904-999-3106Cody.Shirley@principal.com. Learn more about what its like to work with us and meet our management team. The merger unifies the entities and adds a third fund - Poise Lending Fund (a levered P2P fund) - to the growing Prime . The funds (except AlphaCentric Prime Meridian Income Fund PMIFX) are only open to investors fitting the definition of an accredited investor as that term is defined under Rule 501 of Regulation D of The Securities Act of 1933. San Francisco Bay Area, Silicon Valley), Operating Status of Organization e.g. Our core focus is on disruption to lending, banking and investing, including alternative lending, challenger banks and digital wealth management. 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. United Kingdom, Alternative Lending During A Downturn Report, The Prime Meridian Real Estate Lending Fund, Revolut and Atom Bank investor slashes fintech valuations, Klarna positions itself as more than BNPL with suite of AI-powered tools, Gradual homeownership fintech Wayhome raises 8m Series A, Exclusive: Nubanks Rafa Plantier joins Stripe for phone plans startup Gigs. Edit Lists Featuring This Company Section, Prime Meridian Capital Management Announces New Fund Launch: The Prime Meridian Special Opportunities Fund, Prime Meridian Capital Management Named Top Fund Manager in First Annual Lendit Awards, United States Finance Companies (Top 10K), Finance Companies With Less Than $500M in Revenue (Top 10K), Finance Companies With Less Than $10M in Revenue (Top 10K). The merger unifies the entities and adds a third fund Poise Lending Fund (a levered P2P fund) to the growing Prime Meridian family of funds. Copyright 2019 by InvestingReview.org / All Rights Reserved. New York. We. 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. 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 -. Previously he was the Head of West Coast and Asia . 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. 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. The one thing we have in common is that each of us is different. Access effective, reliable, and comparable fund performance data and place your firm or portfolio within the context of the alternative assets market. Associate at Meridian Capital Group . Performance & security by Cloudflare. Contact information716-710-4104davis.ashley@principal.com. Alexa. Short duration, high yield P2P/Marketplace Lending funds with a focus on consumer, small business, and real estate lending. Talent Search Candidate Outreach Employer Branding ATS . Prime Meridian Capital Management is located in Reno, Nevada, United States. Scott found that his passion lies with motivating and aiding other representatives in growing their business. Showing 5 of 11 hedge funds managed by Prime Meridian Capital Management. These include Viewport Meta, IPhone / Mobile Compatible, and SPF. Our inclusion extends to the way we do business with a flexible work culture. 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. The member companies of the Principal Financial Group neither endorses, explicitly or impliedly, any of the third party entities. Visit us on LinkedIn,Facebook or send us an email. AltFi provides market-leading news, opinion, insights and events for the rapidly-growing alternative finance and fintech community. Prime Meridian Capital Management uses 17 technology products and services including HTML5, jQuery, and Google Analytics, according to G2 Stack. Questions about a news article you've read? Copyright 1997-2015, Vocus PRW Holdings, LLC. Investors that are high on this particular portion of the industry have not previously had access to a dedicated fund structure. Loan pools include consumer lending, collateralized small business lending, secured real estate lending, life settlements, litigation finance, and more. Principal Life NAIC identification number is 61271. 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. Principal Life maintains certificates of authority to transact insurance in all 50 states. Great! Unlock exclusive data on future plans, company financials, fundraising history, track records, and more. Kyle Knapp is an Associate at Meridian Capital Group based in New York, New York. If you are interested in partnering with us, complete this contact form and well get back to you shortly. 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. Prime Meridian Capital Management, a registered private credit fund manager that has funded over $1.6 Billion in loans and specialty credit, announced today that Sean Bill has been appointed as Chief Investment Officer of the company. Marketplace lending is a term used to define alternative ways of lending, typically through peer-to-peer lending platforms such as Prosper, Lending Club, and Funding Circle. Contact information With the various closed end listed fund structures of the world increasingly struggling to pull in the kind of money that once they did, specialisation amongst funds was somewhat inevitable. Prime Meridian Capital Management is part of the Finance industry, and located in California, United States. 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