# Meta Investment Management Company LLC

> Meta Investment Management Company LLC is an SEC-registered investment advisory firm in Brooklyn, NY, registered since 2021, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 30, 2026.

- CRD: 312540
- Filed as: META INVESTMENT MANAGEMENT COMPANY LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Brooklyn, NY
- Filing period: October 2026
- Form ADV filing dated: March 30, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/312540
- AdvisorCensus page: https://advisorcensus.com/firm/meta-investment-management-company-llc-brooklyn-ny-312540

## Quick answers

**How is Meta Investment Management Company LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Meta Investment Management Company LLC reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Meta Investment Management Company LLC located?**
Meta Investment Management Company LLC's principal office is in Brooklyn, NY, according to its Form ADV.

**Is Meta Investment Management Company LLC registered with the SEC or a state?**
Meta Investment Management Company LLC is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 312540.

**How much does Meta Investment Management Company LLC manage?**
Meta Investment Management Company LLC reports $3,871,052 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (100% discretionary).

**How have Meta Investment Management Company LLC's assets and staff changed since 2021?**
In the Form ADV data for Meta Investment Management Company LLC: Regulatory assets under management: $3,591,703 in the October 2021 data and $3,871,052 in the October 2026 data, up 8%. Total employees: 1 in October 2021 and 1 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Meta Investment Management Company LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (7).

**Which custodians does Meta Investment Management Company LLC use?**
Meta Investment Management Company LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Shareholders Service Group, LLC as a custodian holding 10% or more of its separately managed account assets.

**Does Meta Investment Management Company LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/312540

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Custodians (Schedule D, Section 5.K(3))
- Shareholders Service Group, LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $3,871,052
- Discretionary: $3,871,052
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| High net worth individuals | 7 | $3,871,052 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2021 (5 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: Yes
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- mimcoglobal.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $3,591,703 | 1 | August 3, 2021 |
| October 2022 | $3,445,875 | 1 | March 11, 2022 |
| October 2023 | $3,067,807 | 1 | March 3, 2023 |
| October 2024 | $3,414,722 | 1 | January 22, 2024 |
| October 2025 | $3,759,318 | 1 | March 27, 2025 |
| October 2026 | $3,871,052 | 1 | March 30, 2026 |

Regulatory assets under management: $3,591,703 in the October 2021 data and $3,871,052 in the October 2026 data, up 8%.
Total employees: 1 in October 2021 and 1 in October 2026.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Meta Investment Management Company LLC (CRD 312540): Form ADV filing data as of October 2026.