DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Capitol Meridian Partners LP
Latest filing Apr 30, 2026
First filing on the tape Apr 22, 2022 · 11 filings
SEC status approved since May 23, 2022
RAUM
$1.7B
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
15
11 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
17
reported on Schedule D
History
11 filings and snapshots on the tape
RAUM$1.7B as of Apr 30, 2026
Mar 31, 2023$463M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Apr 30, 2026
Mar 31, 20230 then
Employees (5.A)15 as of Apr 30, 2026
Mar 31, 20239 then
Private funds17 as of Apr 30, 2026
Mar 31, 202310 then
RAUM +22% over the last fiscal year+53% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Apr 30, 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
- $98.2MderivedRAUM 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
- unknownderived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- +22%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
- $1.7B, 17 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)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
- a related person has custody of client cash (9.B.1.a)
- a related person has custody of client securities (9.B.1.b)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$1.7B100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 17reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $1.7B for 17 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
Private funds
13 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| Capitol Meridian Fund I LP | Private Equity Fund | $445M | 110 | Sep 20, 2022 |
| Capitol Meridian Fund I-A LP | Private Equity Fund | $156M | 14 | Sep 20, 2022 |
| Cmp Ascent Partners LP | Private Equity Fund | $151M | 22 | Mar 31, 2023 |
| Cmp Executive Fund I LP | Private Equity Fund | $66.8M | 28 | Sep 20, 2022 |
| Cmp Ren Partners I LP | Private Equity Fund | $49.3M | 9 | Sep 20, 2022 |
| Cmp Terrapin Partners I LP | Private Equity Fund | $39.3M | 8 | Mar 27, 2024 |
| Cmp Ren Partners I-A LP | Private Equity Fund | $30.3M | 8 | Sep 20, 2022 |
| Parry Labs Cmp Spv, LLC | Private Equity Fund | $24.8M | 22 | Apr 22, 2022 |
| Cmp Vector Partners (Cayman) A LP | Private Equity Fund | $11.9M | 1 | Apr 22, 2022 |
| Cmp Vector Partners LP | Private Equity Fund | $8.4M | 5 | Apr 22, 2022 |
| Parry Labs Cmp Spv 2, LLC | Private Equity Fund | $4.6M | 21 | Mar 27, 2024 |
| Cmp Vector Partners II LP | Private Equity Fund | $3.5M | 2 | Mar 27, 2024 |
| Cmp Vector Partners (Cayman) B LP | Private Equity Fund | $1.8M | 1 | Apr 22, 2022 |
Owners and control persons
Schedule A and B, latest filing
- Bowen Brooke Coburn · Partner, Cofounder; Limited Partnercontrolsince 06/2021 · owns 50% to 75%
- Joseph Adam Palmer · Partner, Co-Founder; Limited Partnercontrolsince 06/2021 · owns 50% to 75%
- Lynn Andrea Pekala · Cfo/Cco; Limited Partnercontrolsince 09/2021 · owns less than 5%
- Bowen Brooke Coburn · Managing Membercontrolsince 06/2021 · owns 50% to 75% of Capitol Meridian Partners Holdings LLC
- Joseph Adam Palmer · Managing Membercontrolsince 06/2021 · owns 50% to 75% of Capitol Meridian Partners Holdings LLC
Entity owners
- Capitol Meridian Partners Holdings LLC · General Partnerdirect · owns less than 5%
Related persons
Schedule D 7.A
- Capitol Meridian Gp I LPpooled vehicle sponsorn
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Accounts · 14 to 17Apr 29, 2025 to Mar 30, 2026
- Pooled vehicle clients · 14 to 17Apr 29, 2025 to Mar 30, 2026
- Assets in custody · $1.4B to $1.7BApr 29, 2025 to Mar 30, 2026
- Employees · 14 to 15Apr 29, 2025 to Mar 30, 2026
- Private funds · 14 to 17Apr 29, 2025 to Mar 30, 2026
- Discretionary RAUM · $1.4B to $1.7BApr 29, 2025 to Mar 30, 2026
- Pooled vehicle RAUM · $1.4B to $1.7BApr 29, 2025 to Mar 30, 2026
- RAUM · $1.4B to $1.7BApr 29, 2025 to Mar 30, 2026
- Accounts · 13 to 14May 2, 2024 to Apr 29, 2025
- Advisory employees · 9 to 11May 2, 2024 to Apr 29, 2025
- Pooled vehicle clients · 13 to 14May 2, 2024 to Apr 29, 2025
- Assets in custody · $993M to $1.4BMay 2, 2024 to Apr 29, 2025
- Employees · 11 to 14May 2, 2024 to Apr 29, 2025
- Financial planning clients · unset to May 2, 2024 to Apr 29, 2025
- Private funds · 13 to 14May 2, 2024 to Apr 29, 2025
- Discretionary RAUM · $993M to $1.4BMay 2, 2024 to Apr 29, 2025
- Pooled vehicle RAUM · $993M to $1.4BMay 2, 2024 to Apr 29, 2025
- RAUM · $993M to $1.4BMay 2, 2024 to Apr 29, 2025
- Accounts · 10 to 13May 2, 2023 to Mar 27, 2024
- Advisory employees · 7 to 9May 2, 2023 to Mar 27, 2024
- Pooled vehicle clients · 10 to 13May 2, 2023 to Mar 27, 2024
- Assets in custody · $463M to $993MMay 2, 2023 to Mar 27, 2024
- Employees · 9 to 11May 2, 2023 to Mar 27, 2024
- Private funds · 10 to 13May 2, 2023 to Mar 27, 2024
- Discretionary RAUM · $463M to $993MMay 2, 2023 to Mar 27, 2024
- Pooled vehicle RAUM · $463M to $993MMay 2, 2023 to Mar 27, 2024
- RAUM · $463M to $993MMay 2, 2023 to Mar 27, 2024
- Accounts · 9 to 10Sep 20, 2022 to Mar 31, 2023
- Pooled vehicle clients · 9 to 10Sep 20, 2022 to Mar 31, 2023
- Assets in custody · $315M to $463MSep 20, 2022 to Mar 31, 2023
- Employees · 8 to 9Sep 20, 2022 to Mar 31, 2023
- Private funds · 9 to 10Sep 20, 2022 to Mar 31, 2023
- Discretionary RAUM · $315M to $463MSep 20, 2022 to Mar 31, 2023
- Pooled vehicle RAUM · $315M to $463MSep 20, 2022 to Mar 31, 2023
- RAUM · $315M to $463MSep 20, 2022 to Mar 31, 2023
- Accounts · 4 to 9Apr 25, 2022 to Sep 20, 2022
- Advisory employees · 4 to 7Apr 25, 2022 to Sep 20, 2022
- Pooled vehicle clients · 4 to 9Apr 25, 2022 to Sep 20, 2022
- Assets in custody · $33.7M to $315MApr 25, 2022 to Sep 20, 2022
- Employees · 5 to 8Apr 25, 2022 to Sep 20, 2022
Signals
4 dated events
- Capitol Meridian Partners Lp reported RAUM $1.4B, up 38% from $993.2M (2024-05-02 to 2025-04-29)Apr 29, 2025 · RAUM change · derived
- Capitol Meridian Partners Lp reported RAUM $993.2M, up 115% from $462.8M (2023-05-02 to 2024-03-27)Mar 27, 2024 · RAUM change · derived
- Capitol Meridian Partners Lp reported RAUM $462.8M, up 47% from $314.6M (2022-09-20 to 2023-03-31)Mar 31, 2023 · RAUM change · derived
- Capitol Meridian Partners Lp filed its initial SEC registration (Form ADV)Apr 22, 2022 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- Capitol Meridian Partners LP · Independent Sponsorsshared crd · capital_provider
- Capitol Meridian Partners LP · Private Equityshared crd · organization
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/capitol-meridian-partnersreportedpublic record, Form ADV, Sep 17, 2026
- Website
- capitolmeridian.comreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 202-742-9920reportedpublic record, Form ADV, Apr 30, 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
Across the graphs
Capitol Meridian Partners LP is the same institution as 1 record in Real Estate Funds.
Real Estate Funds1
Which record it is in each graph, what it is called there, and what the two were joined on. The Data Factory holds all nine graphs and the identity layer between them.
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