MEANINGFUL PARTNERS LLC

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Adviser Profile
As of Date 03/29/2024
Adviser Type - Large advisory firm
Number of Employees 6
of those in investment advisory functions 5
Registration SEC, Approved, 07/29/2022
Other registrations (1)
AUM* 262,305,000 41.48%
of that, discretionary 262,305,000 41.48%
Private Fund GAV* 262,305,000 37.15%
Avg Account Size 52,461,000 41.48%
SMA’s No
Private Funds 5
Contact Info (31 xxxxxxx
Websites

Client Types

- Pooled investment vehicles

Advisory Activities

- Portfolio management for pooled investment vehicles

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Recent News

Reported AUM

Discretionary
Non-discretionary
195M 167M 139M 111M 83M 56M 28M
2022 2023

Private Funds



Employees

Private Funds Structure

Fund Type Count GAV
Fund TypePrivate Equity Fund Count5 GAV$262,305,000

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Brochure Summary

Overview

Meaningful Partners, LLC (the “Adviser”), a Delaware limited liability company, was formed in September 2019. Jake Capps, Managing Partner, and Amin Maredia, Managing Partner, are the Adviser’s principal owners. The Adviser and the General Partners (defined below) and their respective advisory affiliates (collectively, “Meaningful”), provide investment advisory services to privately offered pooled investment vehicles (each a “Fund” and collectively, the “Funds”). Entities affiliated with the Adviser serve as general partners to the Funds (the “General Partners” and each, a “General Partner”) and delegate authority to the Adviser to serve as the Funds’ investment adviser. Each General Partner is subject to the Investment Advisers Act of 1940, as amended (the “Advisers Act”) pursuant to the Adviser’s registration in accordance with SEC guidance. This Brochure also describes the business practices of the General Partners, which operate as a single advisory
business together with the Adviser. The Funds are private equity funds and anticipate investing through negotiated transactions in operating entities, referred to herein as “Portfolio Companies.” The Adviser’s investment advisory services to the Funds consist of identifying and evaluating potential investment opportunities, negotiating the terms of investments, managing and monitoring investments, and seeking and consummating dispositions for such investments. The Adviser’s advisory services to the Funds are provided pursuant to the terms of the applicable Fund offering documents, term sheets, investment management agreements, limited partnership or other operating agreements or governing documents (collectively, “Governing Documents”). Fund investors (“Investors” and each an “Investor”) cannot obtain services tailored to their individual specific needs. As of December 31, 2023, the Adviser managed approximately $262,305,000 in regulatory assets on a discretionary basis.