Private capital guided by rigor, transparency and close relationships.
We present our work in equities and private markets to investors seeking an institutional relationship, with an individual profile review before any access to restricted materials.
Your trusted partner in private investments.
We are a house dedicated to presenting, in an institutional and responsible way, our work in equities and private markets. We get to know every prospective client before sharing any restricted information, in line with applicable regulations.
Investment Office
Asset analysis, opportunity selection and strategy execution, with method and discipline.
Relationships and Eligibility
Manages contact with prospects, profile review and the release of access. Activity limited to what we actually provide.
View the process →Risk and Compliance
Eligibility criteria, governance and transparency. Registrations and credentials provided where applicable.
Focus limited to what we actually deliver.
Equities and capital markets
Fundamental research and selection, with continuous monitoring of positions.
Private markets
Opportunities presented subject to eligibility criteria, with analysis of term, liquidity and risk.
Institutional relationships
Direct channel for questions and profile review. Login released manually.
How the relationship with Meridian works.
Approval is not automatic. Each request goes through a careful review and may or may not be approved, according to profile and eligibility criteria.
Registration request
You complete the form and authorize our team to contact you.
Profile review
We assess objectives, experience and eligibility.
Team follow-up
We get in touch to talk and share the outcome.
Access release
If approved, your login is released and the materials become available.
What our team assesses
- Objectives and investment horizon
- Experience and market knowledge
- Fit between your profile and the firm's services
- Eligibility for each type of opportunity
- Consistency of registration details
How access is released
- Personal login released by our team
- Restricted materials relevant to your profile
- Direct channel for questions and follow-up
- Periodic reassessment of eligibility
Clear information on risks, limits and conflicts.
Trust is built on transparency. From the start, we present the risks and limitations of each area of activity.
Market risk and loss of capital
Investments in equities and private markets are subject to price fluctuations, credit events and other market factors, and may result in partial or total loss of the invested capital.
No promise of returns
We neither promise nor guarantee returns. Past results do not guarantee future results.
Liquidity and term in private markets
Opportunities in private markets may have limited liquidity and long holding periods, so they are presented only to compatible profiles.
Conflicts of interest and governance
We maintain processes to identify, manage and disclose potential conflicts, separating the functions of analysis, relationship management and risk control.
Documents and restricted materials
Relevant documents are made available only to approved clients and when appropriate.
Request access and talk to our team.
Our team will carry out a thorough review of your profile and return with the decision on whether access is approved, released manually.
- Complete the form in about 2 minutes
- Our team reviews your profile carefully
- You receive our response and, if approved, your login
Your data is handled confidentially and used only to review your request.