Portfolio intelligence summary · Friday, 3 April 2026
Assets Under Management
$2.4B
↑ $140M this quarter
Active Clients
14
3 new mandates in 2026
Coverage Universe
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Research Notes
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Across all companies
Top Ranked — Conviction Universe
Composite Score
Company
Sector
Country
Status
Composite
Quality
Growth
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Recent Activity
Platform loaded — research universe ready
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Family Offices
14 active client relationships · $2.4B AUM
VF
Vandermeer Family
Rotterdam · Multi-generational
AUM
$640M
YTD
+11.4%
AC
Ashford Capital
London · Single-family
AUM
$380M
YTD
+16.2%
LP
Lakeshore Partners
Chicago · Multi-family
AUM
$280M
YTD
+8.7%
All Client Relationships
Client
Location
AUM
Strategy
Risk Profile
YTD
Since
Vandermeer Family
Rotterdam, NL
$640M
Global Growth
Moderate-High
+11.4%
2021
Ashford Capital
London, UK
$380M
Tech-Focused
High
+16.2%
2023
Lakeshore Partners
Chicago, US
$280M
Balanced
Moderate
+8.7%
2026
Client Portfolios
Active portfolios across all mandates
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AUM
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Notes
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AI Portfolio Builder
Describe the client's mandate. Prime Meridian will construct an optimised portfolio from our conviction universe.
Prime Meridian Intelligence
Good morning. I'm ready to construct a bespoke portfolio from our conviction universe. Please describe the client's mandate — return targets, risk tolerance, liquidity needs, geographic constraints, concentration limits, ESG requirements, and any existing holdings to consider.
Ashford Capital — Tech Sleeve
Generated Apr 2, 2026 · 18 positions
Active
Exp. Return
18.4%
Sharpe
1.84
Vol
14%
Top Allocations
NVDA
9.0%
ASML
8.0%
MELI
7.2%
TSM
6.5%
+13 more positions
Quick Prompts
Conservative income · European family · $200M
Aggressive growth · next-gen · 20yr horizon
ESG-compliant balanced · $400M
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Investment Write-ups
Deep-dive research notes, company reports, and conviction documentation.
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Choose a company from the list to see its write-up and add research notes.
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Build Portfolio
1 · Mandate
2 · AI Construction
3 · Review & Save
All portfolios are ex-USA international equity. Define the mandate parameters below — the AI will construct an optimised portfolio from your coverage universe.
Constructing portfolio…
Analysing mandate parameters against coverage universe
AI Construction Rationale
AI-Suggested Holdings — edit weights or swap companies