CRD: 332975
Meridian Venture Partners, INC
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- Custodian
- Altruist · Betterment · Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 07-01-2024
- Office Locations
- 1
Office Locations
About Meridian Venture Partners, INC
Meridian Venture Partners, Inc. is an SEC-registered investment adviser serving U.S. clients through a subscription membership model. The firm provides 1:1 advisor guidance, financial planning, and portfolio management, including asset allocation, mutual funds, and socially responsible investing. It positions itself as a fintech-led advisory platform (not a bank) and offers deposit accounts via Altruist Cash Reserve.
Team overview
Insights
Asset Classes
Investment Themes
Investment Vehicles
Services
Owner & Executives
Victor Hugo Espino
Chief Executive Officer, Chief Financial Officer, Managing Partner
- CRD
- #6095579
- Ownership
- 50% but less than 75%
RICHARD FELICIANO DELA ROSA
--
- CRD
- --
- Ownership
- 10% but less than 25%
Meridian beacon
North oak
- CRD
- #68038
- Ownership
- 24.7%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $5,237,315 | -- |
| Non-Discretionary | $0 | -- |
| Total | $5,237,315 | -- |
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Separately Managed Accounts
Total SMA Asset: $5,237,315
| Asset class | Assets | Assets % |
|---|---|---|
| Cash | $706,393,899 | 14.6% |
| Public Funds | $2,477,216,962 | 51.2% |
| Equity - Exchange | $1,654,703,517 | 34.2% |
| Total | $4,838,314,378 | 100.0% |