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MERIDIEM CAPITAL PARTNERS LP

DALLAS, TX · CRD 318498 · IAPD ↗ · meridiemcapital.com · (469) 317-2120

$2.15BRegulatory AUM
10Advisory reps
16Employees
0Clients
n/aPlanning clients
1Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

55
April 2026 — MERIDIEM CAPITAL PARTNERS LP now reports custody of client assets ($50.9M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
59
April 2026 — MERIDIEM CAPITAL PARTNERS LP reported RAUM up 74% ($1.23B -> $2.15B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
60
April 2026 — MERIDIEM CAPITAL PARTNERS LP now reports 1 private fund(s) ($50.9M gross).
Firm reports private funds for the first time.
Fund administrationCompliance
45
October 2024 — MERIDIEM CAPITAL PARTNERS LP added office(s): 1 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
65
October 2024 — MERIDIEM CAPITAL PARTNERS LP's provisional registration is now fully approved.
120-day provisional registration became a full approval.
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
85
June 2024 — MERIDIEM CAPITAL PARTNERS LP (DALLAS, TX) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 10 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.