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Regulatory Disclosures

Investment Adviser Registration

MERIDIAN Capital Partners LP is registered as an investment adviser with the U.S. Securities and Exchange Commission (SEC) pursuant to the Investment Advisers Act of 1940. Registration with the SEC does not imply any endorsement by the SEC or that the adviser has any particular level of skill or training.

Our CRD number is 289456. We are also registered with applicable state securities regulators in jurisdictions where we conduct business with institutional investors.

Form ADV

We file Form ADV, Part 2A (Brochure) and Part 2B (Brochure Supplement) annually with the SEC. These documents describe our investment advisory services, fees, conflicts of interest, and professional backgrounds of our key personnel.

A copy of our current Form ADV is available upon request or via the SEC's Investment Adviser Public Disclosure (IAPD) website at adviserinfo.sec.gov.

Investment Risks

All investments involve risk, including the possible loss of principal. Private equity, private credit, and infrastructure investments are speculative and involve substantial risks including:

  • Illiquidity: Capital is locked up for the fund's term, typically 10-12 years
  • Market risk: Returns are dependent on portfolio company performance and market conditions
  • Leverage: Use of debt financing amplifies both gains and losses
  • Concentration: Portfolios may be concentrated in limited sectors or geographies
  • Valuation: Private asset valuations may not reflect current market conditions

Fees and Expenses

Our standard fee structure for private equity funds includes:

  • Management fee: 1.5% - 2.0% on committed capital during investment period; 1.0% - 1.5% on invested capital thereafter
  • Carried interest: 20% of profits above an 8% hurdle rate
  • Fund expenses: Reasonable, pre-approved fund operating expenses

Privacy Policy

We are committed to protecting the privacy of our investors and website visitors. We collect personal information only when voluntarily provided and use it solely for the purpose for which it was collected. We do not sell or share personal information with third parties for marketing purposes.

For questions regarding our privacy practices, please contact privacy@meridian-capital.com.

MERIDIAN Capital
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