Business description: Sound Point Meridian Capital, Inc.

Sound Point Meridian Capital, Inc. is an externally managed, non-diversified, closed-end management investment company. The Company’s investment objective is to generate high current income, with a secondary objective to generate capital appreciation. It seeks to achieve its investment objectives by investing primarily in third-party collateralized loan obligations (CLO) equity and mezzanine tranches of predominately United States dollar denominated CLOs backed by corporate leveraged loans issued primarily to United States obligors. It may also invest in other securities and instruments including, among other investments, junior debt tranches of CLOs and loan accumulation facilities. The Company is externally managed and advised by Sound Point Meridian Management Company, LLC.

Sales by Activity: Sound Point Meridian Capital, Inc.

Fiscal Period: March 2023 (USD) 2025 (USD) 2026 (USD)

Asset Management

46.38M 70.27M 72.51M

Geographical breakdown of sales: Sound Point Meridian Capital, Inc.

Fiscal Period: March 2023 (USD) 2025 (USD) 2026 (USD)

United States

46.38M 70.27M 72.51M

Executive Committee: Sound Point Meridian Capital, Inc.

Manager TitleAgeSince
Chief Executive Officer 53 2022-05-12
Director of Finance/CFO 44 2025-12-30
Compliance Officer 49 2024-07-25
Corporate Secretary 51 2024-03-18

Composition of the Board of Directors: Sound Point Meridian Capital, Inc.

Director TitleAgeSince
Chairman 64 2022-05-12
Director/Board Member 53 2022-05-12
Director/Board Member 83 2024-03-18
Director/Board Member 58 2024-03-18
Director/Board Member 67 2024-08-29

Shareholders: Sound Point Meridian Capital, Inc.

NameStocks%Valuation
Karpus Management, Inc.
18.91 %
435,044 18.91 % 11 M $
NameStocks%Valuation
Kim LLC
52.54 %
10,790,928 52.54 % 107 M $
Sound Point Capital Management LP
47.83 %
9,823,928 47.83 % 97 M $
25.66 %
5,269,453 25.66 % 52 M $
BofA Securities, Inc.
2.435 %
500,000 2.435 % 5 M $
Goldman Sachs & Co. LLC
2.31 %
474,329 2.31 % 5 M $
NameStocks%Valuation
Karpus Management, Inc.
53.03 %
1,219,655 53.03 % 30 M $

Company details: Sound Point Meridian Capital, Inc.

Sound Point Meridian Capital LLC

375 Park Avenue

10152, New York

+

address Sound Point Meridian Capital, Inc.(SPMA)

Closed End Funds

Change 5-day change 1-year change 3-year change Capi.($)
-0.57%-5.04%+6.65%+118.37% 15.24B
-2.07%-11.55%+23.14%+155.54% 12.03B
+0.60%-1.24%-22.56%+22.65% 8.37B
-0.86%-7.03%+13.68%+139.84% 7.35B
-0.14%-0.07%-28.93%-18.81% 6.7B
+0.53%-2.35%-4.31%+14.80% 6.42B
+1.15%+0.64%+10.97%+29.56% 4.75B
-2.00%-5.25%-4.49%+0.53% 3.7B
+1.26%-5.33% - - 3.66B
Average +0.13%-3.89%-0.73%+57.81% 7.58B
Weighted average by Cap. +0.11%-4.43%+1.63%+77.50%
Trader
Investor
-
Global
-
Quality
ESG MSCI
-
Sell
Consensus
Buy
Mean consensus
OUTPERFORM
Number of Analysts
4
Last Close Price
8.410USD
Average target price
10.50USD
Spread / Average Target
+24.85%

Quarterly revenue - Rate of surprise

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