MEANINGFUL PARTNERS LLC
Adviser information for MEANINGFUL PARTNERS LLC last updated from Form ADV on March 29th, 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 Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Delaware, United States |
Employees
| Total Number of Employees | 6 |
|---|---|
| Investment Advisory/Research | 5 |
| 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 | 5 | $262.3M |
| Non-Discretionary | 0 | $0 |
| Total | 5 | $262.3M |
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 | 5 | $262.3M |
| 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 | 0 |
Services
| Advisory Services | Portfolio management for pooled investment vehicles |
|---|---|
| Compensation | % of AUMPerformance-based fees |
Identifiers
| SEC RIA File Number | 801-126276 |
|---|---|
| SEC ERA File Number | 801-126276 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 306169 |
| Legal Entity Identifier | None |
Principal Office
2041 ROSECRANS AVESTE 359
EL SEGUNDO
CA
United States
Monday - Friday, 9AM-5PM
Tel: (310) 620-8708, Fax: None
Chief Compliance Officer
JONATHAN LARKEN
MANAGING DIRECTOR
2041 ROSECRANS AVE
STE 359
EL SEGUNDO
CA
United States
Tel:
(203) 539-9735
L*****@*********************M
(Full email address available in API data)
Regulatory Contact
JAKE CAPPS
MANAGING PARTNER
2041 ROSECRANS AVE
STE 359
EL SEGUNDO
CA
United States
Tel:
(310) 620-8701
I***@*********************M
(Full email address available in API data)
Industry Affiliates
| MEANINGFUL PARTNERS GP II LLC | Sponsor, GP, manager of pooled investment vehicles |
| MEANINGFUL PARTNERS GP LLC | Sponsor, GP, manager of pooled investment vehicles |
| MEANINGFUL PARTNERS SPV INVESTMENTS LLC | Sponsor, GP, manager of pooled investment vehicles |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| MEANINGFUL MADISON LLC | Private Equity Fund | $11.7M | $0.0M | 23 |
| MEANINGFUL PARTNERS DEDICATED CAPITAL VEHICLE I LP | Private Equity Fund | $95.5M | $1.0M | 66 |
| MEANINGFUL PARTNERS DEDICATED CAPITAL VEHICLE I-QP LP | Private Equity Fund | $73.1M | $1.0M | 2 |
| MEANINGFUL PARTNERS DEDICATED CAPITAL VEHICLE II LP | Private Equity Fund | $80.8M | $5.0M | 16 |
| MEANINGFUL PLANET LLC | Private Equity Fund | $1.3M | $0.0M | 12 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| CAPPS, JACOB, RICHARD | Individual | – | MANAGING PARTNER; MEMBER | 08/2019 | 50-75% |
| MAREDIA, AMIN | Individual | – | MANAGING PARTNER; MEMBER | 08/2019 | 50-75% |
| LARKEN, JONATHAN, JASPER STUART | Individual | – | CHIEF COMPLIANCE OFFICER | 04/2022 | < 5% |