Meg Green & Associates, Inc.
● SEC registered since 2016CRD 284866SEC# 801-108236Plantation, FL
Ranks #2,979 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$1.02B
Fund GAV
$47.1M
Private funds
1
Employees
15
Accounts
1,924
Location
Plantation, FL
Meg Green & Associates, Inc. assets under management
Meg Green & Associates, Inc. operates as an SEC-registered investment adviser based in Plantation, FL. The firm has been registered since 2016. It reports $1 billion in regulatory assets under management and employs 15 people. Meg Green & Associates, Inc. manages 1 private fund with combined gross assets of $47.1 million, including Mg&a Private Assets Master Fund, LLC. By regulatory assets, it ranks 2,979 of 6,004 private fund managers.
Meg Green & Associates, Inc. private funds
1 funds · $47.1M GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Mg&a Private Assets Master Fund, LLC | Private Equity | $47.1M | $1M |
Meg Green & Associates, Inc. owners & executives
5 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Hugo Manuel Calenzani | Managing Partner And Cio | 5-10% | 2016 |
| James Sean O'Halloran | Managing Partner | 5-10% | 2016 |
| Kevin Bernard McGann Control | Vice President/Coo | Under 5% | 2008 |
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Join to unlock · $37/moFrequently asked questions
How much does Meg Green & Associates, Inc. manage?
Meg Green & Associates, Inc. reports $1 billion in regulatory assets under management on its Form ADV.
How many private funds does Meg Green & Associates, Inc. manage?
Meg Green & Associates, Inc. manages 1 private funds with combined gross assets of $47.1 million.
How many employees does Meg Green & Associates, Inc. have?
Meg Green & Associates, Inc. reports 15 employees.
Where is Meg Green & Associates, Inc. located?
Meg Green & Associates, Inc. is based in Plantation, FL and has been SEC-registered since 2016.
Does Meg Green & Associates, Inc. disclose fund performance?
Meg Green & Associates, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 8151 Peters Road, Suite 3200, Plantation, FL 33324 |
| Phone | 954-289-9000 |
| Fax | 954-289-9100 |
| Office hours | 9:00a.m. - 5:30p.m. |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$1.02B▲ 24%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 33%
Larger than 67% of 16,271 advisers
AUM vs fund managersTop 50%
Larger than 50% of 6,004 private-fund managers
Number of fundsTop 76%
More funds than 24% of fund managers
EmployeesTop 30%
More than 70% of 16,825 advisers
Assets under management
$1.02Bregulatory AUM
Discretionary $868.4MNon-discretionary $149.5M