Melodeon Capital Partners, Lp
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Overview
Melodeon Capital Partners, Lp operates as a financial advisor company based in Miami, Florida. It administers $311.8 million in total assets across five client accounts, making it a mid-tier firm in the United States by assets under management (AUM). The firm has a small group, including 2 financial advisors. Melodeon Capital Partners, Lp does not act as a registered broker-dealer, meaning it cannot buy and sell securities for its customers' and own accounts and instead must go through a broker-dealer company to do so. Securities are defined as tradable financial assets such as options, bonds and equities.
Melodeon Capital Partners, Lp administers all of the firm's client assets on a discretionary basis. Discretionary management signifies that a portfolio manager makes buy and sell judgments for the client's account without needing the customer's approval. The investment advisory firm manages roughly $62.4 million in assets for every customer account. An average advisor at Melodeon Capital Partners, Lp oversees about three client accounts, placing it among the most personalized firms in the country.
The company's headquarters is located at 1441 Brickell Avenue, Miami, Florida 33131. It is legally allowed to serve investors throughout a number of states, including Connecticut and Florida.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Melodeon Capital Partners, Lp by the Numbers
$311.8 million
2
5
$62.4 million
Fee Structure
A financial advisor's fees vary depending on which services are offered. Fees charged by the firm likely consist of some blend of the following fee structures: asset-based or performance-based. The firm does not participate in a wrap fee program, in which the company offers a bundle of services for a comprehensive fee.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
Unavailable
-
Find one of the 21% of firms that offer this fee type
Hourly
-
Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 32% of firms that offer this fee type
Fixed
-
Find one of the 10% of firms that offer this fee type
Other
Types of Clients
The firm caters to pooled investment vehicles. Out of its five accounts, Melodeon Capital Partners, Lp's largest client type by number of accounts is pooled investment vehicles. Around 20% of the company's accounts are from outside of the U.S.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Melodeon Capital Partners, Lp does not have any disclosures.
Please visit its Form ADV for more details.
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