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CAPITOL MERIDIAN PARTNERS LP

1601 K Street, Nw
Suite 400
Washington, District of Columbia 20006
Tel: 202-742-9920

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About CAPITOL MERIDIAN PARTNERS LP

CAPITOL MERIDIAN PARTNERS LP, formally registered with the SEC as CAPITOL MERIDIAN PARTNERS LP. The firm was established in 05/23/2022. They have over 1 offices throughout the country.

CAPITOL MERIDIAN PARTNERS LP is a Washington, District of Columbia based Financial Planning firm with nearly $993,243,764 assets under management, offering retirement planning & investment advisory services to 13 clients. The firm is staffed with 11 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#319080
SEC#801-125729
Assets Managed by Firm$993,243,764
No. of Clients13
No. of Advisors11

Fee Structure

  • A percentage of AUM
  • Performance Based

Advisory Services Provided

  • Portfolio management for pooled investment vehicles

Firm Client Information

No. of ClientsAUM
Firm Total13$993,243,764

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