Family office · Advisory mandate
Meridian Family Office Ltd — consolidated portfolio
Multi-generational growth with private-market allocation. Concentration limit 10% per single-name private exposure; liquidity constraint Up to 35% illiquid.
Data as at 2026-08-05 01:40 UTC · Simulated provider and custodian feeds
Simulated data. Product terms, prices, balances and settlement references are placeholders pending provider, custodian and legal confirmation.
Portfolio value
$186.4M
Traditional + tokenised + digital cash
Tokenised RWA
$21.5M
11.6% of portfolio
Illiquid bucket
6.7%
Up to 35% illiquid
Stale valuations
2
Marks outside policy age
Holdings
Traditional and tokenised positions with valuation date, custody location and liquidity bucket.
| Position | Category | Units | Value | Custody | Valued | Liquidity |
|---|---|---|---|---|---|---|
| Evident — Moonshot AI | Tokenised RWA | SPV interest | $12,400,000 | SPV register / SCB-CUST-2087 | 2026-05-31 00:00 UTC · stale | Illiquid |
| Stabilised Australia Supply-Chain Finance | Tokenised RWA | 8,900 units | $9,140,000 | Trustee / SCB-CUST-2087 | 2026-07-31 08:00 UTC · stale | 31–90 days |
| USDC balance | Digital cash | 5,320,000 | $5,320,000 | Custodial wallet 0x9ba…31f2 | 2026-08-05 01:40 UTC | ≤7 days |
| Traditional multi-asset | Traditional | — | $159,540,000 | SCB custody | 2026-08-04 20:00 UTC | 8–30 days |
Liquidity ladder
- ≤7 days$5.3M · 2.9%
- 8–30 days$159.5M · 85.6%
- 31–90 days$9.1M · 4.9%
- Illiquid$12.4M · 6.7%
Mandate and account controls
- Mandate type
- Advisory
- Permitted assets
- Private markets, Fixed income, Commodities, Tokenised RWA
- Currency constraint
- USD base; AUD permitted hedged
- Concentration limit
- 10% per single-name private exposure
- Sign-off channel
- Board resolution + authorised signatory
- Custody destinations
- SCB-CUST-2087, 0x9ba…31f2, TQ8f…7d1
Transactions
- ORD-2026-0431AWAITING APPROVAL
- ORD-2026-0439EXCEPTION