Capitol Meridian Partners LP
Firm details
- Headquarters
- Washington, District of Columbia
- CRD number
- 319080
- Registered since
- May 23, 2022
- Website
- capitolmeridian.com
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Capitol Meridian Partners LP is a limited partnership that operates as a private equity fund and is SEC-registered (since 2022). The firm targets institutional clients and serves as sponsor/GP and managing member of pooled investment vehicles, providing portfolio management for those pooled vehicles rather than acting as a diversified capital allocator. Its commercial model combines a percentage-of-AUM fee with performance-based fees. Capitol Meridian identifies as an active ESG investor, signaling an intent to incorporate environmental, social, or governance considerations into its investment process for its pooled products.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1
Andrea Pekala
Partner, CFO and COOCRD 6943045
Contacts
3 of 3Lisa Palmer
TrusteeCRD 8063913
Brooke Coburn
Founding PartnerCRD 7516873
Adam Palmer
Founding PartnerCRD 7516891
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Washington, DC
District Of Columbia
Location
Washington, DC
Headquartered in Washington, DC, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.
- Metro area
- Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
- Region
- South
- County
- District Of Columbia
- Address
- 1601 K St Nw
- Time zone
- ET (UTC-5)
- Office locations
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