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Independence
Partner-owned, conflict-free, and accountable to the mandate alone. We hold no product shelf and accept no distribution incentive.
Meridian Capital was founded on the conviction that institutional capital is best served by advice that is patient, transparent and free of conflict. Twenty-seven years on, that has not changed.
Meridian was established in 1999 by three advisors who had spent the prior decade inside large institutions, watching long-horizon capital managed to short-horizon incentives. They left to build the alternative: an advisory firm with one client type, one fiduciary standard and no products to sell.
We have grown deliberately. Each new partner is taken on only when we are certain the firm can serve them to the standard the first partner received. That discipline has kept us small enough to know every mandate by name and stable enough to be measured across full market cycles — the dot-com unwind, 2008, 2020, and every quieter test between.
The firm is independent and partner-owned. No outside shareholder sets our priorities; no distribution agreement shapes our advice. What we recommend is, simply, what we would do with our own capital.
Partner-owned, conflict-free, and accountable to the mandate alone. We hold no product shelf and accept no distribution incentive.
We report the uncomfortable quarter as plainly as the strong one. A partner should never learn something from the market that their advisor knew first.
The advisor who builds a relationship keeps it. Institutional capital is generational; the people stewarding it should not change with the cycle.
Meridian is led by its founding and managing partners — each personally accountable for the mandates in their care.
A founder of the firm in 1999. Eleanor leads allocation policy and chairs the investment committee. Previously two decades in endowment management.
James oversees partner relationships and the firm's reporting standard. He joined Meridian in 2004 from a London pension consultancy.
Priya directs the firm's research and risk framework, translating long-horizon liabilities into resilient allocations across the book.
Our approach turns these principles into the way every mandate is run.