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SEC-registered adviser

M••••••• C•••••• P••••••• L•

Asset manager (funds and pooled vehicles)Dallas, TexasCRD 318498SEC 801-130288websiteIAPD
Latest filing Jul 14, 2026
First filing on the tape Apr 16, 2024 · 7 filings
SEC status approved since May 16, 2024
RAUM
$2.2B
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
0.0%
$0 individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
16
10 advisory (5.B.1)
Offices
1
beyond the principal office
Private funds
1
reported on Schedule D
History
7 filings and snapshots on the tape
RAUM$2.2B as of Jul 14, 2026
Mar 28, 2025$1.2B then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Jul 14, 2026
Mar 28, 20250 then
Employees (5.A)16 as of Jul 14, 2026
Mar 28, 202514 then
Private funds1 as of Jul 14, 2026
Mar 30, 20261 then
RAUM +74% over the last fiscal yearIARs 0 to 0offices 2 to 1
Practice profile
derived from the filing of Jul 14, 2026; every figure names its basis
RAUM per advisor
unknownderivedRAUM over IAPD advisors; not a book size
Clients per advisor
unknownderivedindividual and HNW clients (5.D) over advisors
Average HNW client
unknownderivedHNW RAUM over HNW clients
Average account
$430MderivedRAUM over accounts (5.F.2.f)
Discretionary
100%derivedof RAUM
Institutional
0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
Employees per advisor
unknownderivedItem 5.A over advisors
Advisors per office
unknownderived2 offices incl. principal (1.F.5)
RAUM growth, one year
+74%derivedbetween the last two annual amendments
Advisor growth, one year
unknownderivedItem 5.B.3 between annual amendments
Client growth, one year
unknownderived
Compensation
percentage of assets, performance-basedreportedItem 5.E
Advisory activities
portfolio management for pooled vehiclesreportedItem 5.G
Custody
$50.9M, 3 clientsreportedItem 9.A
Ownership
no PE, bank or public-company owner found on Schedule Aderived
Advisor book size
not public; not estimatedreported
Also answered yes on Form ADV
  • buys or sells securities as principal to or from clients (8.A.2)
  • has discretionary authority over which securities are bought or sold (8.C.1)
  • compensates persons for client referrals (8.G.1)
  • compensates non-employees for client referrals (8.G.2)
  • has custody of client cash or bank accounts (9.A.1.a)
  • has custody of client securities (9.A.1.b)
Where the RAUM sits
Form ADV Item 5.D, latest filing
  • Pooled investment vehicles$2.2B100%
Individual clients
n/areported
HNW clients
n/areported
Pension plan clients
n/areported
Charitable clients
n/areported
Accounts
5reported
Financial planning clients
reported
Wrap fee programs
noreported
Custody of client assets
$50.9M for 3 clientsreported
Compensation
% of AUM, performancereported
Class basis
private_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
Left, latest
none on the tape
    Joined, latest
    none on the tape
      Every departureEvery arrival
      Private funds
      No private fund reported.
      Owners and control persons
      Schedule A and B, latest filing
      • M••••• M•••••••• K••••• · Founder, Chief Investment Officer, Limited Partnercontrol
        since 03/2021 · owns 75% or more
      • M•••••• Y•••••• N••••••• · Chief Compliance Officer, Chief Operating Officercontrol
        since 04/2021 · owns less than 5%
      • M••••• M•••••••• K••••• · Owner, Membercontrol
        since 03/2021 · owns 75% or more of M••••••• C•••••• P••••••• G• L••
      Entity owners
      • M••••••• C•••••• P••••••• G• L•• · General Partner
        direct · owns less than 5%
      Related persons
      Schedule D 7.A
      No related person reported.
      Offices
      Schedule D 1.F, the 25 largest
      • New York, NY2 employees
      • , 1 employees
      ADV anomalies
      1 against comparable advisers; where to look, not conclusions
      • RAUM up 50 %Change between filings · filing Mar 30, 2026
        RAUM (Item 5.F) moved from $1,234,708,350 to $2,150,412,638 (+74.0%) between the annual amendments of 2025-03-28 and 2026-03-30; the peer median change was +11.0% (1368 comparable advisers, 91.0th percentile of changes)
        peers: asset managers, $1B to $5B (1,368) · 91% percentile
      How anomalies are measured
      What changed
      consecutive filings, newest first
      • Accounts · 1 to 5
        Jun 18, 2025 to Mar 30, 2026
      • Pooled vehicle clients · 1 to 5
        Jun 18, 2025 to Mar 30, 2026
      • Assets in custody · unset to 50931239.0
        Jun 18, 2025 to Mar 30, 2026
      • Custody of client assets · false to true
        Jun 18, 2025 to Mar 30, 2026
      • Employees · 14 to 16
        Jun 18, 2025 to Mar 30, 2026
      • Other offices · 2 to 1
        Jun 18, 2025 to Mar 30, 2026
      • Private funds · unset to 1
        Jun 18, 2025 to Mar 30, 2026
      • Discretionary RAUM · $1.2B to $2.2B
        Jun 18, 2025 to Mar 30, 2026
      • Pooled vehicle RAUM · $1.2B to $2.2B
        Jun 18, 2025 to Mar 30, 2026
      • RAUM · $1.2B to $2.2B
        Jun 18, 2025 to Mar 30, 2026
      • Financial planning clients · unset to
        Mar 28, 2025 to Jun 18, 2025
      • Discretionary RAUM · $1.3B to $1.2B
        Sep 9, 2024 to Mar 28, 2025
      • Pooled vehicle RAUM · $1.3B to $1.2B
        Sep 9, 2024 to Mar 28, 2025
      • RAUM · $1.3B to $1.2B
        Sep 9, 2024 to Mar 28, 2025
      • Accounts · unset to 1.0
        Apr 19, 2024 to Sep 9, 2024
      • Advisory activities · 2 to 1
        Apr 19, 2024 to Sep 9, 2024
      • Pooled vehicle clients · unset to 1.0
        Apr 19, 2024 to Sep 9, 2024
      • Other offices · 1 to 2
        Apr 19, 2024 to Sep 9, 2024
      • Discretionary RAUM · unset to 1261348705.0
        Apr 19, 2024 to Sep 9, 2024
      • Non-discretionary RAUM · unset to 0.0
        Apr 19, 2024 to Sep 9, 2024
      • Pooled vehicle RAUM · unset to 1261348705.0
        Apr 19, 2024 to Sep 9, 2024
      • RAUM · unset to 1261348705.0
        Apr 19, 2024 to Sep 9, 2024
      Signals
      2 dated events
      • M••••••• C•••••• P••••••• L• reported RAUM $2.2B, up 74% from $1.2B (2025-06-18 to 2026-03-30)
        Mar 30, 2026 · RAUM change · derived
      • M••••••• C•••••• P••••••• L• filed its initial SEC registration (Form ADV)
        Apr 16, 2024 · First SEC registration · fact
      Across DFX
      shared identifiers only, never a name match
      No identifier-backed link to the venture, private equity, family office or sponsor graphs.
      How to reach
      public business contact points only, each with its source
      Firm profile
      linkedin.com/company/meridiem-capital-partnersreportedpublic record, Form ADV, Sep 21, 2026
      Website
      m•••••••••.comreportedpublic record, Form ADV, Sep 21, 2026
      Principal office phone
      (469) 317-2120reportedpublic record, Form ADV, Jul 14, 2026
      Provenance
      Form ADV
      SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
      Advisors
      IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
      Class
      Asset manager (funds and pooled vehicles)deriveda rule over Items 5.D and 7.A
      RAUM per advisor
      n/aderivedfirm RAUM over the IAPD count; not a book size
      Loaded
      Sep 14, 2026