Jeffrey
Bottom

Prime Meridian Capital Management, LLC

CRD#3143733
Investment Advisor
in Walnut Creek, CA

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About this Advisor

Jeffrey Bottom is a financial advisor based in Walnut Creek, California. Bottom is on the advisory team at Prime Meridian Capital Management, LLC. Throughout their career, they have worked at Sylvan Road Capital, LLC, Silber Bennett Financial, Inc, Liccar Securities, LLC, Ljm Partners, LTD, Ljm Funds Management, LTD, March Capital Corp, Prime Meridian Capital Management, LLC, Scalio, Usa Mutuals and Compass Distributors, LLC. Bottom maintains a Series 63 license, certifying them as a securities agent, and is able to work in California. Prime Meridian Capital Management, LLC is a registered investment firm operating out of Walnut Creek, CA. It controls $223 million in assets under management among its six client accounts, placing it among the mid-sized firms in the country by assets under management. The advisory firm has a set of services, such as portfolio management for investment companies and portfolio management for pooled investment vehicles. Financial advisory fee schedules largely depend on the type of services offered. Fee types charged by Prime Meridian Capital Management, LLC most likely are comprised of any blend of asset-based and performance-based fees.

Certifications and Registrations

Series 63

Years Registered*

less than 1 year

Services Offered

Portfolio management for investment companies, Portfolio management for pooled investment vehicles

Fee Structure

Percentage of Assets, Performance-based Fees

Office Location

2121 N. California Blvd. Suite 830
Walnut Creek, CA 94596

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Prime Meridian Capital Management, LLC Brokerage Details

Total Assets Under Management

$223,157,565

CA Average: $7,578,581,321
Total Number of Employees

10

CA Average: 43
Total Number of Accounts

6

CA Average: 3,727
Average Account Size

$37,192,928

CA Average: $2,033,427

Investment Advisory Services

  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles

Jeffrey Bottom Work History

Jeffrey has been registered as a financial advisor for 0 years.*

2021 - Present (3 years)

March Capital Corp

2021 - Present (3 years)

Prime Meridian Capital Management, LLC

2021 - Present (3 years)

Scalio

2018 - 2021 (3 years)

Usa Mutuals

2018 - 2021 (3 years)

Compass Distributors, LLC

2017 - 2018 (1 year)

Liccar Securities, LLC

2017 - 2018 (1 year)

Ljm Partners, LTD

2017 - 2018 (1 year)

Ljm Funds Management, LTD

2014 - 2016 (2 years)

Silber Bennett Financial, Inc

2012 - 2017 (5 years)

Sylvan Road Capital, LLC

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Jeffrey Bottom to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Prime Meridian Capital Management, LLC

Jeffrey Bottom
Walnut Creek, CA
Jeremy Todd
Walnut Creek, CA
Donald Davis
Walnut Creek, CA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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