Meridiem Capital Partners LP

RIASEC RegisteredEst. 2024
Total AUM
$2.2B
Discretionary
$2.2B
100% of AUM
Avg account
$430M
Accounts
5
Employees
16
Advisory reps
3

Firm details

Headquarters
Dallas, Texas
CRD number
318498
Registered since
May 16, 2024
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Meridiem Capital Partners LP operates as a limited partnership focused on institutional clients and structured as a hedge fund manager. The firm performs portfolio management for pooled investment vehicles and acts in sponsor/GP and managing-member roles for those vehicles. It is registered with the SEC (registration noted in 2024) and lists CPO/CTA activities among its business functions. Its client base is institutional, and its compensation mixes a percentage-of-assets component with performance-based fees. The firm does not market itself as an ESG-active investor and is not positioned as a multi-state adviser. Meridiem appears to be primarily a manager of pooled alternative products rather than a capital allocator to separate managers.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • Mohammed Malik

    Founder & Chief Investment OfficerCRD 4981836

  • Yatrik Munshi

    Yatrik Munshi

    Chief Operating OfficerCRD 5656557

Contacts

1 of 1
  • John Golden

    CRD 3081459

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

Dallas, TX

Dallas

Location

Dallas, TX

Headquartered in Dallas, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.

Metro area
Dallas-Fort Worth, TX-OK
Region
South
County
Dallas
Address
3090 Nowitzki Way
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth