Meridiana MFO provides portfolio management for individuals and small businesses and selecting other managers.
Meridiana MFO reports 10 clients. They include 7 high-net-worth individuals and 3 corporations and other businesses. Of its assets, 0.0% ($0 across 0 accounts) are managed with discretion; $442M across 152 accounts are not. Of its clients, 71% are outside the U.S. It advised 3 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| High-net-worth individuals | 70% | 100% |
| Corporations and other businesses | 30% | 0% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| High-net-worth individuals | 7 | $442M | 100.0% | $63.1M |
| Corporations and other businesses | 3 | $0 | 0.0% | $0 |
| Total | 10 | $442M | 100% | $44.2M |
- Clients
- 7
- Regulatory AUM
- $442M
- AUM share
- 100.0%
- Avg. per client
- $63.1M
- Clients
- 3
- Regulatory AUM
- $0
- AUM share
- 0.0%
- Avg. per client
- $0
Total
- Clients
- 10
- Regulatory AUM
- $442M
- AUM share
- 100%
- Avg. per client
- $44.2M
- Clients outside the U.S.
- 71%
- Clients advised without assets under management last fiscal year
- 3
- Private funds advised
- 0
Meridiana MFO is paid through a percentage of assets under management, fixed fees (other than subscription fees) and other compensation. The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Statement consolidation
- Fee based on the value of assets in the accounts, rate and frequency negotiated with the client by the number of accounts and reporting frequency; billed monthly or quarterly.
It has 5 employees, 3 of them in advisory roles.
Staff
- 5 employees
- 3 in advisory functions
- 2 state-registered reps
- Owns 10% to 25% of Meridiana Mfo LLC
Enrique Carrillo
Control person · since September 2019
- Owns 10% to 25% of Meridiana Mfo LLC
Zafire Investments LTD
since February 2024
- Owns 75% or more of Zafire Investments LTD
Zafire Trust
since July 2022
- Owns 10% to 25% of Meridiana Mfo LLC
Almanacs LLC
since April 2021
- Owns 10% to 25% of Meridiana Mfo LLC
Three Peak LLC
since April 2021
- Owns 10% to 25% of Meridiana Mfo LLC
Rodbeck Holding Sa
since February 2024
- Owns 5% to 10% of Meridiana Mfo LLC
Marmer Sas
since January 2024
- Owns 5% to 10% of Meridiana Mfo LLC
Andrea Merchan
since January 2024
Meridiana MFO’s regulatory assets grew 2.2× from $203M (June 2021) to $442M (April 2026); clients rose from 4 to 10 and employees from 3 to 5.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Apr 2026April 2026 | $442M | 10 | 5 | 2 |
| Jan 2025January 2025 | $407M | 10 | 5 | 2 |
| Feb 2024February 2024 | $375M | 10 | 5 | 2 |
| Apr 2023April 2023 | $343M | 6 | 5 | 3 |
| Mar 2022March 2022 | $259M | 5 | 604 | 3 |
| Jun 2021June 2021 | $203M | 4 | 3 | 2 |
Besides its headquarters, Meridiana MFO has 1 office, with 2 listed addresses in the U.S. and abroad.
Florida · 1 listed address
- 2600 S. Douglas RD., Suite 908, Coral GablesHQ
International offices
- AV. MERITXELL 76, ANDORRA LA VELLA, AD500, Andorra
Contact and registration details
- Legal name
- Meridiana Mfo LLC
- Headquarters
- 2600 S. Douglas RD., Suite 908, Coral Gables, FL 33134
- Website
- meridiana-mfo.com
- Phone
- 305-448-0014
- SEC file
- 801-117687
- Structure
- Florida LLC
- Fiscal year end
- December
Meridiana MFO’s named custodians for separately managed accounts include Merrill Lynch, Pierce, Fenner & Smith ($90.8M, 27%), Banco Santander International ($88.6M, 27%) and J.P. Morgan ($82.1M, 25%). Meridiana MFO does not have custody of client assets.
- J.P. MorganJ.P. Morgan Securities LLC · New York, NY · $82.1M25%
- Merrill Lynch, Pierce, Fenner & SmithMerrill Lynch, Pierce, Fenner & Smith Incorporated · New York, NY · $90.8M27%
- Morgan StanleyMorgan Stanley Smith Barney LLC · Purchase, NY · $71.1M21%
- Banco Santander InternationalBanco Santander International · Miami, FL · $88.6M27%
At year end, Meridiana MFO’s separately managed accounts were largely in funds (41%) and stocks (29%).
What the accounts hold
- Stocks29%
- Funds41%
- Pooled vehicles39%
- Registered funds2%
- Bonds16%
- Investment grade corporate bonds9%
- U.S. government and agency bonds4%
- High-yield corporate bonds2%
- State and local bonds1%
- Cash9%
- Other5%
- Structured products5%
How many clients does Meridiana MFO have?
Meridiana MFO has 10 clients and manages $442 million for them, as of April 2026. They include 7 high-net-worth individuals and 3 corporations and other businesses.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 28 April 2026
What services does Meridiana MFO offer?
Meridiana MFO provides portfolio management for individuals and small businesses and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Meridiana MFO use?
Meridiana MFO’s separately managed account assets are held at Merrill Lynch, Pierce, Fenner & Smith Incorporated (New York, NY), with $90.8M, Banco Santander International (Miami, FL), with $88.6M, J.P. Morgan Securities LLC (New York, NY), with $82.1M and Morgan Stanley Smith Barney LLC (Purchase, NY), with $71.1M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 28 April 2026
How many financial advisors does Meridiana MFO have?
Meridiana MFO has 2 investment adviser representatives registered with state securities authorities, out of 5 employees, and 3 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Meridiana MFO invest in?
At the end of its last fiscal year, Meridiana MFO’s separately managed accounts held 39% pooled vehicles (private funds and similar), 29% exchange-traded equities, 9% investment grade corporate bonds, 9% cash and equivalents, 5% other, 4% U.S. government and agency bonds, 2% high-yield corporate bonds, 2% registered funds (mutual funds, ETFs, BDCs) and 1% state and local bonds. The 5% other category is described as: Structured Products.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Meridiana MFO?
Meridiana MFO is owned through a holding company by Zafire Trust. Its direct owners are Enrique Carrillo, Zafire Investments LTD, Almanacs LLC, Three Peak LLC, Rodbeck Holding Sa, Marmer Sas and Andrea Merchan, each holding 25% or less.
Source: Form ADV Part 1A, Schedules A and B, filed 28 April 2026
How does Meridiana MFO get paid?
Meridiana MFO is paid through a percentage of assets under management, fixed fees and other compensation. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Meridiana MFO?
Meridiana MFO’s main office is at 2600 S. Douglas RD., Suite 908, Coral Gables, FL 33134. Its phone number is 305-448-0014. Its website is meridiana-mfo.com.
