MEREDITH PORTFOLIO MANAGEMENT INC.
CRD #131460 SEC #801-63100 NEW YORK, NY 212 969-9292
SEC Registered
Total AUM
$721M
Discretionary
$721M
Employees
10
Clients
--
Accounts
216
Firm Details
- Organization Type
- Corporation
- State of Formation
- New York
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Sep 29, 2005
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| DAMICO, JOHN, FRANCIS | I | TREASURER | NA | |
| DAMICO, JOHN, FRANCIS | I | TREASURER | NA | |
| DAMICO, JOHN, FRANCIS | I | TREASURER | NA | |
| DAMICO, JOHN, FRANCIS | I | TREASURER | NA | |
| DAMICO, JOHN, FRANCIS | I | TREASURER | NA | |
| LATTANZIO, NICHOLAS, LAWRENCE | I | PRESIDENT | NA | Control |
| POTTER, WILLIAM, JAMES | I | CHAIRMAN, PRESIDENT AND CHIEF COMPLIANCE OFFICER | NA | Control |
| POTTER, WILLIAM, JAMES | I | CHAIRMAN AND PRESIDENT | NA | Control |
| POTTER, WILLIAM, JAMES | I | CHAIRMAN | NA | Control |
| POTTER, WILLIAM, JAMES | I | CHAIRMAN AND PRESIDENT | NA | Control |
| MEREDITH FINANCIAL GROUP INC | DE | OWNER | E | Control |
| MEREDITH FINANCIAL GROUP INC | DE | OWNER | E | Control |
| MEREDITH FINANCIAL GROUP INC | DE | OWNER | E | Control |
| MEREDITH FINANCIAL GROUP INC | DE | OWNER | E | Control |
| SHERMAN & PEABODY, LLC | DE | OWNER | E | Control |
| SHERMAN & PEABODY, LLC | DE | OWNER | E | Control |
| SHERMAN & PEABODY, LLC | DE | OWNER | E | Control |
| SHERMAN & PEABODY, LLC | DE | OWNER | E | Control |
| POTTER, WILLIAM, JAMES | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | B | Control |
| POTTER, WILLIAM, JAMES | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | B | Control |
| POTTER, WILLIAM, JAMES | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | B | Control |
| POTTER, WILLIAM, JAMES | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | B | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| MOMA LIMITED (A TRUST) | FE | MOMA LIMITED (A CORPORATION) | E | Control |
| MOMA LIMITED (A TRUST) | FE | MOMA LIMITED (A CORPORATION) | E | Control |
| MOMA LIMITED (A TRUST) | FE | MOMA LIMITED (A CORPORATION) | E | Control |
| MOMA LIMITED (A TRUST) | FE | MOMA LIMITED (A CORPORATION) | E | Control |
| MOMA LIMITED (A TRUST) | FE | MOMA LIMITED (A CORPORATION) | E | Control |
| MOMA LIMITED (A TRUST) | FE | MOMA LIMITED (A CORPORATION) | E | Control |
| MOMA LIMITED (A TRUST) | FE | MOMA LIMITED (A CORPORATION) | E | Control |
| MOMA LIMITED (A TRUST) | FE | MOMA LIMITED (A CORPORATION) | E | Control |
| MOMA LIMITED (A CORPORATION) | FE | MEREDITH FINANCIAL GROUP INC. | D | Control |
| MOMA LIMITED (A CORPORATION) | FE | MEREDITH FINANCIAL GROUP INC. | D | Control |
| MOMA LIMITED (A CORPORATION) | FE | MEREDITH FINANCIAL GROUP INC. | D | Control |
| MOMA LIMITED (A CORPORATION) | FE | MEREDITH FINANCIAL GROUP INC. | D | Control |
| LATTANZIO, NICHOLAS, LAWRENCE | I | SHERMAN AND PEABODY, LLC | C | Control |
| LATTANZIO, NICHOLAS, LAWRENCE | I | SHERMAN AND PEABODY, LLC | C | Control |
| LATTANZIO, NICHOLAS, LAWRENCE | I | SHERMAN AND PEABODY, LLC | C | Control |
| LATTANZIO, NICHOLAS, LAWRENCE | I | SHERMAN AND PEABODY, LLC | C | Control |
| MOMA LIMITED (A CORPORATION) | FE | SHERMAN AND PEABODY, LLC | C | Control |
| MOMA LIMITED (A CORPORATION) | FE | SHERMAN AND PEABODY, LLC | C | Control |
| MOMA LIMITED (A CORPORATION) | FE | SHERMAN AND PEABODY, LLC | C | Control |
| MOMA LIMITED (A CORPORATION) | FE | SHERMAN AND PEABODY, LLC | C | Control |
| POTTER, WILLIAM, JAMES | I | SHERMAN AND PEABODY, LLC | C | Control |
| POTTER, WILLIAM, JAMES | I | SHERMAN AND PEABODY, LLC | C | Control |
| POTTER, WILLIAM, JAMES | I | SHERMAN AND PEABODY, LLC | C | Control |
| POTTER, WILLIAM, JAMES | I | SHERMAN AND PEABODY, LLC | C | Control |
Registrations
Federal
IA
Sep 29, 2005 REGISTERED
Notice Filings (11)
CA CT FL MA MD MI NC NJ NY PA TX
Address
712 FIFTH AVENEW YORK, NY 10019
USA
Phone: 212 969-9292