6 MERIDIAN

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6 Meridian is based out of Wichita. 6 Meridian is a large advisory firm with 589 clients and discretionary assets under management (AUM) of $1,144,853,478 (Form ADV from 2019-03-22). Their last reported 13F filing for Q2 2019 included $994,153,000 in managed 13F securities and a top 10 holdings concentration of 21.61%. 6 Meridian's largest holding is JPMorgan Ultra-Short Income ETF with shares held of 535,745. Whalewisdom has at least 7 13F filings

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06/30/2019

13F Sector Allocation Over Time

06/30/2019

13F Activity

  • Market Value $994.153 Million
  • Prior Market Value $991.753 Million
  • New Purchases19 stocks
  • Additional Purchases316 stocks
  • Sold out of18 stocks
  • Reduced holdings in97 stocks
  • Top 10 Holdings % 21.61 %
  • Turnover % [1]:8.56%
  • Turnover Alt % [2]: 3.67 %
  • Time Held Top20:3.25 quarters
  • Time Held Top10:2.00 quarters
  • Time Held All:3.84 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2019-05-15

Performance for Q1 2019: 2.72%
Performance Last 4 Quarters: 9.95%
Performance Metrics
Stats are not available for the latest quarter

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13F Filings Available:
  • 2019-06-30 - 13F-HR (Subscription required)
  • 2019-03-31 - 13F-HR (Subscription required)
  • 2018-12-31 - 13F-HR (Subscription required)
  • 2018-09-30 - 13F-HR (Subscription required)
  • 2018-06-30 - 13F-HR (Subscription required)
  • 2018-03-31 - 13F-HR (Subscription required)
  • 2017-12-31 - 13F-HR (Subscription required)

View Last Form Adv Compilation Report on Record

6 MERIDIAN LLC
Classified as Hedge Fund
1635 N. WATERFRONT SUITE 250
WICHITA KS    67206
Country: United States

Business Phone: 316-776-4601
Fax: 316-776-4620
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Limited Liability Company
Organized in: DE
Number of employees: 20
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,Fixed fees
Amount of client funds and securities:
Total Number of Clients: 589
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

Active Schedule 13D and 13G events

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Form 4 - Recent Insider Transactions

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6 MERIDIAN LLC

ownership team - last updated 2019-03-22
Name Title Start Date Direct/Indirect % Ownership
DECHANT, MARGARET, ANN MEMBER 09/01/2016 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
LAUREN ASSOCIATES, LLC MEMBER direct 2016-09-01
MIES, ANDREW, JOHN MEMBER 09/01/2016 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
LAUREN ASSOCIATES, LLC MEMBER direct 2016-09-01
SMITH, PAMELA, ANN MEMBER 09/01/2016 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
LAUREN ASSOCIATES, LLC MEMBER direct 2016-09-01
GREEN, BRYAN, SCOTT MEMBER 09/01/2016 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
LAUREN ASSOCIATES, LLC MEMBER direct 2016-09-01
KIRK, THOMAS, HENRY MEMBER 09/01/2016 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
LAUREN ASSOCIATES, LLC MEMBER direct 2016-09-01
ROBINSON, DENICE, RENEA CHIEF COMPLIANCE OFFICER 09/01/2016 Direct less than 5%
Fund Name Position direct/indirect start date end date
LAUREN ASSOCIATES, LLC CHIEF COMPLIANCE OFFICER direct 2016-09-01
HAMPTON, SARAH, JEAN MEMBER 09/01/2016 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
LAUREN ASSOCIATES, LLC MEMBER direct 2016-09-01

6 MERIDIAN LLC

ownership team - last updated 2017-03-07
Name Title Start Date Direct/Indirect % Ownership
GREEN, BRYAN, SCOTT MEMBER 09/01/2016 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
LAUREN ASSOCIATES, LLC MEMBER direct 2016-09-01
DECHANT, MARGARET, ANN MEMBER 09/01/2016 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
LAUREN ASSOCIATES, LLC MEMBER direct 2016-09-01
MIES, ANDREW, JOHN MEMBER 09/01/2016 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
LAUREN ASSOCIATES, LLC MEMBER direct 2016-09-01
SMITH, PAMELA, ANN MEMBER 09/01/2016 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
LAUREN ASSOCIATES, LLC MEMBER direct 2016-09-01
BAHM, STEVAN, MARK MEMBER 09/01/2016 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
LAUREN ASSOCIATES, LLC MEMBER direct 2016-09-01
KIRK, THOMAS, HENRY MEMBER 09/01/2016 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
LAUREN ASSOCIATES, LLC MEMBER direct 2016-09-01
ROBINSON, DENICE, RENEA CHIEF COMPLIANCE OFFICER 09/01/2016 Direct less than 5%
Fund Name Position direct/indirect start date end date
LAUREN ASSOCIATES, LLC CHIEF COMPLIANCE OFFICER direct 2016-09-01
HAMPTON, SARAH, JEAN MEMBER 09/01/2016 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
LAUREN ASSOCIATES, LLC MEMBER direct 2016-09-01

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