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Meridiem Capital Partners LP

Dallas, TXSEC-registered investment adviserCRD 318498

Filed as MERIDIEM CAPITAL PARTNERS LP

Meridiem Capital Partners LP is an SEC-registered investment advisory firm in Dallas, TX, registered since 2024, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated July 14, 2026.

2 years
registered since 2024
$2,150,412,638
assets under management
2 arrangements
Percentage of assets, Performance-based
None
disclosure items (Item 11)

Quick answers

From the filing

How is Meridiem Capital Partners LP compensated?

On its Form ADV (Item 5.E, October 2026), Meridiem Capital Partners LP reports these compensation arrangements: a percentage of assets under its management; performance-based fees.

Where is Meridiem Capital Partners LP located?

Meridiem Capital Partners LP's principal office is in Dallas, TX, according to its Form ADV; the August 2026 filing also lists 1 other office (Schedule D, Section 1.F).

Is Meridiem Capital Partners LP registered with the SEC or a state?

Meridiem Capital Partners LP is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 318498.

How much does Meridiem Capital Partners LP manage?

Meridiem Capital Partners LP reports $2,150,412,638 in regulatory assets under management in its Form ADV filing dated July 14, 2026 (100% discretionary).

How have Meridiem Capital Partners LP's assets and staff changed since 2024?

In the Form ADV data for Meridiem Capital Partners LP: Regulatory assets under management: $1,261,348,705 in the October 2024 data and $2,150,412,638 in the October 2026 data, up 70%. Total employees: 14 in October 2024 and 16 in October 2026. Assets under management move with markets as well as with clients coming and going.

What types of clients does Meridiem Capital Partners LP serve?

By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (5).

Does Meridiem Capital Partners LP report any disciplinary disclosures?

Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/318498

What changed in Meridiem Capital Partners LP's recent Form ADV filings?

In the August 2026 filing data: Updated its list of owners and control persons (Schedule A).

From the Form ADV filing

Every figure below is as the firm filed it with regulators, as of October 2026.

How the firm is compensated

Item 5.E
  • A percentage of assets under your management
  • Performance-based fees

Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ

Fees and minimums

Form ADV Part 2A

See the firm's brochure (dated July 14, 2026) for its fees and any account minimum, on the SEC's IAPD site.

Regulatory assets under management

Item 5.F
$2,150,412,638

$2,150,412,638 as of October 2026, filing dated July 14, 2026.

Discretionary: $2,150,412,638.Non-discretionary: $0.

A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means

Who the firm serves

Item 5.D
Pooled investment vehicles (other than investment companies and business development companies)
Clients 5 Assets $2,150,412,638 (100%)

A firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.

Advisory services

Item 5.G
  • Portfolio management for pooled investment vehicles (other than investment companies)

Registration and firm details

Items 1, 2, 5
Registration
SEC-registered investment adviser. Status as filed: Approved.
Registered since
2024 (2 years)
Employees
Total: 16. Performing investment advisory functions: 10.
Wrap fee program participation
No.
Other offices (Schedule D, Section 1.F)
1 other office, as of the August 2026 filing
New York, NY
States registered or notice-filed
1 state or jurisdiction
TX

SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration

Disclosures

Item 11

None Reports no disclosure items on Form ADV Item 11. View on IAPD.

Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures

Assets and staff over time

Items 5.A, 5.F
$1.26B 2024 $1.23B 2025 $2.15B 2026
Data periodAssets under managementEmployeesFiling dated
October 2026$2,150,412,63816July 14, 2026
October 2025$1,234,708,35014June 18, 2025
October 2024$1,261,348,70514September 9, 2024

Regulatory assets under management: $1,261,348,705 in the October 2024 data and $2,150,412,638 in the October 2026 data, up 70%.

Total employees: 14 in October 2024 and 16 in October 2026.

As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.

Changes in the filing

Last 12 months
  1. August 2026
    • Updated its list of owners and control persons (Schedule A).
  2. April 2026
    • Regulatory assets under management went from $1,234,708,350 to $2,150,412,638 (+74%).
    • Changed its office addresses in New York, NY.

Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.

Websites listed on Form ADV

Item 1.I
meridiemcapital.com

Source: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."

Cite this page

AdvisorCensus. Meridiem Capital Partners LP (CRD 318498): Form ADV filing data as of October 2026.
https://advisorcensus.com/firm/meridiem-capital-partners-lp-dallas-tx-318498