Private Investment Office · Est. 2008
Institutional-grade investment strategies built on transparency, discipline, and aligned interests. Before we proceed — please review our governing terms.
About the Firm
Meridian Capital operates as a registered investment advisor offering discretionary portfolio management, direct deal access, and co-investment opportunities across private equity, credit, and real assets. Our mandate is straightforward: preserve and compound capital with integrity.
View Full Agreement →Governing Terms
§ 01
Participation is restricted to Accredited Investors as defined under SEC Rule 501. Investors must certify net worth exceeding $1M (excluding primary residence) or annual income of $200,000+ in each of the past two years.
Read Agreement →§ 02
Minimum commitment is $500,000 per vehicle. Capital is subject to a 24-month initial lock-up period. Quarterly redemptions are permitted thereafter with 90-day written notice, subject to gate provisions.
Read Agreement →§ 03
Management fee of 1.5% per annum on committed capital. Performance allocation of 20% above an 8% preferred return hurdle. All fees are calculated and disclosed quarterly in your investor portal.
Read Agreement →§ 04
Investments involve significant risk including loss of principal. Past performance is not indicative of future results. Illiquid positions may represent a substantial portion of the portfolio at any given time.
Read Agreement →§ 05
Investors receive audited annual financial statements, quarterly performance reports, and real-time access to the Meridian Investor Portal. All material events are disclosed within 72 hours of determination.
Read Agreement →§ 06
This agreement is governed by the laws of the State of Delaware. Any disputes shall be resolved by binding arbitration under JAMS rules. Venue shall be New York City, New York.
Read Agreement →Onboarding Process
A private conversation to understand your objectives, time horizon, and risk tolerance. No commitment required.
Read and review the full investment agreement, terms, and risk disclosures at your pace with counsel if desired.
Complete identity verification and accredited investor certification as required by applicable securities law.
Wire transfer instructions provided upon execution. Funds deployed within two business days of receipt.