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MERAKI CAPITAL PARTNERS LP

NEW YORK, NY · CRD 342245 · IAPD ↗ · meraki-cap.com · 332-249-4944

$584.5MRegulatory AUM
5Advisory reps
6Employees
0Clients
n/aPlanning clients
1Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

53
October 2026 — MERAKI CAPITAL PARTNERS LP now reports custody of client assets ($584.5M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
58
October 2026 — MERAKI CAPITAL PARTNERS LP's provisional registration is now fully approved.
120-day provisional registration became a full approval.
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
58
October 2026 — MERAKI CAPITAL PARTNERS LP now reports 1 private fund(s) ($584.5M gross).
Firm reports private funds for the first time.
Fund administrationCompliance
85
June 2026 — MERAKI CAPITAL PARTNERS LP (NEW YORK, NY) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 4 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.