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MFWire: Meridian Funds
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Aster Investment Management Co
Wood Island Suite 360
60 East Sir Francis Drake Blvd
Larkspur, CA  94939
Google Maps

Main Phone: 415-461-6237
Web Site: http://www.meridianfund.com

Mutual Fund Brand(s)
Meridian Funds

Research Links
  • SEC Fund Filings by CIK

  • Background:
    Founder Richard Aster, Jr. worked for the U. S. Treasury Department and Newburger, Loeb & Company before joining Robertson, Colman, Siebel & Weisel (which became Montgomery Securities and subsequently Banc of America Securities, Montgomery Division). He founded the eponymous firm in 1977 and started the Meridian Growth Fund in 1984, the Meridian Value Fund in 1994 and the Meridian Equity Income Fund in 2005.

    Aster served as the funds' lead portfolio manager. He died of an accident on February 16, 2012.

    James England and James O'Connor now serve as co-PMs of the equity income fund and the value fund, and England and William Tao are the co-PMs of the growth fund.
    Sponsored Opportunities

    Key People:
    Story Archive for Aster Investment Management Co
    Published On Story Headline Publication
    8/18/2023 KraneShares' Flows Rebound By $1B MFWire.com
    1/21/2022 With $2B of Inflows, an Ex-TAMP Leads This Pack MFWire.com
    3/19/2021 Small Firms' Inflows Jump 76 Percent MFWire.com
    3/26/2015 Will Hodge Wear Sunglasses For M*? MFWire.com
    9/13/2013 Arrowpoint Closes Aster Purchase MFWire.com
    8/19/2013 Meridian Plans for a New Fund MFWire.com
    6/4/2013 Arrowpoint Jumps into Retail Fund Business, Buys Aster MFWire.com
    2/21/2012 U.S. Bancorp Unveils an ETF Multiple Series Trust MFWire.com
    12/13/2010 Morningstar Unveils Nominees for Domestic-Stock Manager of the Year MFWire.com
    10/7/2010 S&P Names Mutual Fund Award Finalists MFWire.com
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