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Meraki Investments
Marshall Lockton established Meraki Investments in 2022. The office draws from wealth created by the Lockton family insurance brokerage. David Lockton and...
Meraki Investments
Marshall Lockton established Meraki Investments in 2022. The office draws from wealth created by the Lockton family insurance brokerage. David Lockton and Ronald Lockton participate as partners. The firm pursues buyout and growth investments through direct co-investments and SPVs. It allocates across private equity, philanthropic vehicles, and mission-related strategies. Confirmed focuses include EdTech, HRTech, Healthcare Services, Marketing & Sales, and Data Analytics. Activity centers on North America, with emphasis on Central U.S. companies. No specific portfolio holdings or co-investors appear in public records. Team size and total deployment remain undisclosed. Marshall Lockton maintains membership in the Kansas City chapter of YPO and holds an MBA from the University of Virginia Darden School of Business. Adjacent family vehicles include the David and Tracy Lockton Family Foundation, the Ronald and Kelly Lockton Family Foundation, and the Steve Lockton Family Foundation. Other family assets encompass Children's Mercy Park in Kansas City and residential properties in Missouri and Florida. The office operates with a direct-ownership mandate tied to the operating insurance business. Governance links the investment vehicle to the broader Lockton enterprise through family shareholdings rather than external managers.
General information
Firm type
Single Family Office
Year founded
2022
Location
Region
North America
Country
United States
City
Fairway
Corporate office
Fairway, KS, United States
Principals
Marshall Lockton
Founder
David Lockton
Partner
Ronald Lockton
Partner
Sector focus
Frequently asked questions
Who runs investment decisions at Meraki Investments?
Marshall Lockton serves as founder and principal. David Lockton and Ronald Lockton act as partners in the vehicle.
How does Meraki Investments source proprietary deal flow?
The firm draws on family relationships within the Central U.S. insurance and services sectors. No external sourcing channels are documented.
Is Meraki Investments structured as a single family office or does it operate more like a venture firm?
It functions as a single-family office. Capital deployment occurs through direct co-investments and SPVs rather than venture-stage vehicles.
Does Meraki Investments participate in fund commitments or only direct deals?
The firm focuses on direct co-investments and SPVs. No fund commitments are referenced in available records.
Where does the underlying wealth come from?
Wealth originates from the Lockton family insurance-brokerage enterprise.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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