MEANINGFUL PARTNERS LLC

RIASEC RegisteredEst. 2022
Total AUM
$615M
Discretionary
$615M
100% of AUM
Avg account
$87.9M
Accounts
7
Employees
8
Advisory reps
3

Firm details

Headquarters
EL SEGUNDO, California
CRD number
306169
Registered since
July 29, 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

Meaningful Partners LLC operates as a private equity manager that sponsors and runs pooled investment vehicles for institutional investors. The firm functions as a sponsor/GP and managing member of its funds, providing portfolio management for those pooled vehicles rather than acting primarily as a third‑party capital allocator. Its commercial model combines a percentage‑of‑AUM management fee with performance‑based fees. The adviser is SEC‑registered (since 2022) and organized as an LLC under individual ownership. Meaningful Partners does not identify as an active ESG investor and is not structured as a multi‑state adviser or pension consultant.

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

Contacts

3 of 3
  • JACOB CAPPS

    Co-Founder & Managing PartnerCRD 2783005

  • Amin Maredia

    Managing PartnerCRD 7211069

  • JONATHAN LARKEN

    Managing DirectorCRD 2647911

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

EL SEGUNDO, CA

LOS ANGELES

Location

EL SEGUNDO, CA

Headquartered in EL SEGUNDO, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.

Metro area
Los Angeles-Long Beach, CA
Region
West
County
LOS ANGELES
Address
101 Continental Blvd
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth