CAPITOL MERIDIAN PARTNERS LP

RIASEC RegisteredEst. 2022
Total AUM
$1.7B
Discretionary
$1.7B
100% of AUM
Avg account
$98.2M
Accounts
17
Employees
15
Advisory reps
4

Firm details

Headquarters
Washington, District of Columbia
CRD number
319080
Registered since
May 23, 2022
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Capitol Meridian Partners LP is a limited partnership organized as a private equity fund manager and registered with the SEC in 2022. The firm targets institutional clients and serves as sponsor, general partner and managing member for pooled investment vehicles, performing portfolio management for those funds. Its fee model combines a percentage-of-assets component with performance-based fees. The firm identifies itself as an active ESG investor and manages its strategies through pooled private funds rather than as a broad capital allocator.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • ANDREA PEKALA

    Partner, CFO and COOCRD 6943045

Contacts

3 of 3
  • Lisa Palmer

    TrusteeCRD 8063913

  • Brooke Coburn

    Founding PartnerCRD 7516873

  • Adam Palmer

    Founding PartnerCRD 7516891

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Washington, DC

DISTRICT OF COLUMBIA

Location

Washington, DC

Headquartered in Washington, DC, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.

Metro area
Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
Region
South
County
DISTRICT OF COLUMBIA
Address
1601 K St NW
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth