AUMdb

Blue Meridian Partners Inc

EIN 815086187 · 501(c)(3) · Public charity · New York, NY · recognized 2017

Assets
$2.1B
Revenue
$199M
Expenses
$405M
Investment income
$47.3M

Form 990 fiscal year ended 09/30/2024

Investment managers

Advisory firms linked via Form 990 Part VII independent contractors.

No linked investment managers yet.

Highest-paid contractors

Form 990 Part VII-B, independent contractors paid over $100k.

Contractor Services Compensation
The Bridgespan Group Program and grantee consulting $4,388,493
Ernst & Young Us Llp Strategy development consulting $2,414,876
Mckinsey & Company Program advisory services $1,400,000
Patterson Belknap Webb Legal consultant $791,921
Portter Novelli Branding and communications consulting $579,444

Officers & directors

Form 990 Part VII-A for the latest fiscal year.

Name Title Compensation Other
Nancy Roob Ceo $1,203,245 $117,970
James H Shelton President Chief investment and impact officer $895,411 $111,015
Kay Nemoto Chief Financial Business officer & treasurer $694,776 $81,973
Tia Breakley Chief Strat Develop. off./chief govern. off. $614,625 $109,662
Kelly L Campbell Man. dir., portfolio strategy & mgmt $611,784 $58,019
Micah L Carr Chief branding officer $577,806 $86,282
Cecilia Gutierrez Man. dir., portfolio strategy & mgmt $557,930 $65,343
Mindy S Tarlow Man Dir Portfolio Strategy & mgmt (until 12/31/23) $542,024 $78,225
Lissette Rodriguez Man. dir., portfolio strategy & mgmt $531,454 $88,703
Elizabeth Pawlson Man. dir., portfolio strategy & mgmt $516,418 $71,848
Malgorzata Long Man. dir., portfolio strategy & mgmt $508,020 $82,425
Spencer Kympton Man. dir., portfolio strategy & mgmt $494,430 $92,202
Albert Chung Corporate secretary (from 1/16/24) $460,912 $58,877
Ralph Stefano Former Treasurer Secretary/cfo $445,549 $16,898
Tiffany Gueye Former senior advisor $312,509 $37,669
Geoffrey Canada See Sch O Director $60,000 $0
Stanley Druckmiller Board chair $0 $0
Randi Tepper Director $0 $0
Stacy Schusterman Director $0 $0
George Pavlov Director $0 $0
Kevin W Kennedy Director $0 $0
W Don Cornwell Director $0 $0
James M Clark Director $0 $0
Connie Ballmer Director $0 $0