CAPITOL MERIDIAN PARTNERS LP
Adviser information for CAPITOL MERIDIAN PARTNERS LP last updated from Form ADV on March 27th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Partnership |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Delaware, United States |
Employees
| Total Number of Employees | 11 |
|---|---|
| Investment Advisory/Research | 9 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 0 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 13 | $993.2M |
| Non-Discretionary | 0 | $0 |
| Total | 13 | $993.2M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 13 | $993.2M |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 15 |
Services
| Advisory Services | Portfolio management for pooled investment vehicles |
|---|---|
| Compensation | % of AUMPerformance-based fees |
Identifiers
| SEC RIA File Number | 801-125729 |
|---|---|
| SEC ERA File Number | 801-125729 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 319080 |
| Legal Entity Identifier | None |
Principal Office
1601 K STREET, NWSUITE 400
WASHINGTON
DC
United States
Monday - Friday, 9 AM- 5 PM
Tel: 202-742-9920, Fax: None
Chief Compliance Officer
ANDREA PEKALA
CFO/CCO
1601 K STREET, NW
SUITE 400
WASHINGTON
DC
United States
Tel:
202-742-9920
A******@******************M
(Full email address available in API data)
Industry Affiliates
| CAPITOL MERIDIAN GP I LP | Sponsor, GP, manager of pooled investment vehicles |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| CAPITOL MERIDIAN FUND I LP | Private Equity Fund | $445.5M | $1.0M | 110 |
| CAPITOL MERIDIAN FUND I-A LP | Private Equity Fund | $156.4M | $1.0M | 14 |
| CMP ASCENT PARTNERS LP | Private Equity Fund | $150.8M | $1.0M | 22 |
| CMP EXECUTIVE FUND I LP | Private Equity Fund | $66.8M | $1.0M | 28 |
| CMP REN PARTNERS I LP | Private Equity Fund | $49.3M | $1.0M | 9 |
| CMP REN PARTNERS I-A LP | Private Equity Fund | $30.3M | $1.0M | 8 |
| CMP TERRAPIN PARTNERS I LP | Private Equity Fund | $39.3M | $1.0M | 8 |
| CMP VECTOR PARTNERS (CAYMAN) A LP | Private Equity Fund | $11.9M | $1.0M | 1 |
| CMP VECTOR PARTNERS (CAYMAN) B LP | Private Equity Fund | $1.8M | $1.0M | 1 |
| CMP VECTOR PARTNERS II LP | Private Equity Fund | $3.5M | $1.0M | 2 |
| CMP VECTOR PARTNERS LP | Private Equity Fund | $8.4M | $0.1M | 5 |
| PARRY LABS CMP SPV 2, LLC | Private Equity Fund | $4.6M | $1.0M | 21 |
| PARRY LABS CMP SPV, LLC | Private Equity Fund | $24.8M | $0.0M | 22 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| Coburn, Brooke, Bowen | Individual | – | PARTNER, COFOUNDER; LIMITED PARTNER | 06/2021 | 50-75% |
| Palmer, Adam, Joseph | Individual | – | PARTNER, CO-FOUNDER; LIMITED PARTNER | 06/2021 | 50-75% |
| CAPITOL MERIDIAN PARTNERS HOLDINGS LLC | Domestic Entity | – | GENERAL PARTNER | 06/2021 | < 5% |
| PEKALA, ANDREA, LYNN | Individual | – | CFO/CCO; LIMITED PARTNER | 09/2021 | < 5% |
| Palmer, Adam, Joseph | Individual | CAPITOL MERIDIAN PARTNERS HOLDINGS LLC | MANAGING MEMBER | 06/2021 | 50-75% |
| Coburn, Brooke, Bowen | Individual | CAPITOL MERIDIAN PARTNERS HOLDINGS LLC | MANAGING MEMBER | 06/2021 | 50-75% |