Meridian Equity Partners, Inc.
Firm details
- Headquarters
- New York, New York
- CRD number
- 133849
- Registered since
- May 6, 2005
- Website
- meptraders.com
Firm profile
FINTRXOverview
Meridian Equity Partners, Inc. is organized as a corporation and is registered with the SEC; its registration goes back to 2005. Ownership is listed as an individual rather than an institutional owner or a parent company, and the firm’s regulatory classification in the available data is “unclassified.” Public filings and the snapshot data provide few details on the firm’s business model or client mix. The record marks Meridian Equity Partners, Inc. as not operating as a capital allocator and not positioning itself as an active ESG investor. It is not flagged as a multistate adviser, not newly formed, and is not identified as a pension consultant or as a related adviser to another registered entity. The limited public disclosure implies a relatively small, privately held advisory with a constrained public profile; specifics such as fee schedules, service lines, and client segments are not included in the available summary.
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 20Gregory Moran
Portfolio StrategistCRD 2517907
Paul Slinkowski
EmployeeCRD 1661042
Roger Coleman
SalesCRD 1092138
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
New York, NY
New York
Location
New York, NY
Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- New York
- Address
- Co Accounting Compliance Int St
- Time zone
- ET (UTC-5)
- Office locations
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