RIA Intel›Advisers›California›MERIDIAN VENTURE PARTNERS, INC

MERIDIAN VENTURE PARTNERS, INC

Advisory

CA

Data as of Mar 27, 2026 · Source: SEC Form ADV

Rank in CA

#4,908

of 5,480 advisers by AUM

Average account

$65K

across 80 accounts

AUM per adviser

$3M

2 advisers

Source: SEC Form ADV. Figures as filed Mar 27, 2026.

Total AUM

$5M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

3

Assets Under Management

Total AUM$5M

Discretionary AUM$5M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients80

Team

Total Employees3

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InCA

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

80 clients

The full client-type breakdown and the share of AUM each category represents.

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