Meridian Venture Partners, Inc

Overview

Meridian Venture Partners, Inc. is a small independent registered investment adviser that serves both individual/family and institutional clients. The firm focuses on financial planning and discretionary portfolio management for individuals and small businesses, charging clients through a percentage-of-assets model and occasional hourly fees. Meridian favors pooled public vehicles—primarily mutual funds—when building core portfolios, while retaining the flexibility to allocate to private market and alternative strategies for clients who need higher-risk, higher-return exposure. The firm does not identify as an active ESG investor and operates as a single-office adviser under individual ownership.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices