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Meridian 38 Advisors
Meridian 38 Advisors is a New York-based single-family office deploying capital directly across private equity, real estate, and public markets.
Meridian 38 Advisors
Meridian 38 Advisors was established as a single-family office in New York to manage the financial affairs and investments of its founding family. The firm operates as a private investment vehicle, directing capital across multiple strategies including private equity, real estate, and public markets. Public records indicate the entity was registered in New York, serving as the family's central investment and wealth management office. The firm's investment approach focuses on direct investments and co-investments alongside established institutional partners. It targets opportunities in private equity, venture capital, and real estate, seeking to build a diversified portfolio of operating assets and passive holdings. The family office structures transactions through special purpose vehicles and club deals to maintain strategic oversight and alignment with partners. Meridian 38 Advisors maintains a lean operational structure typical of single-family offices, with a small team of investment professionals and advisors. The firm has not publicly disclosed its assets under management, team size, or specific portfolio holdings. No significant public events or transactions have been reported in the last 24 months. The firm's structural differentiator lies in its direct investment model, where the family retains full control over capital allocation decisions rather than delegating to external managers. This approach allows the office to take concentrated positions in assets with longer holding periods, operating independently of the fund-raising cycles that constrain traditional investment firms. The family office structure provides tax efficiency and governance flexibility that shapes its portfolio construction.
General information
Firm type
Single Family Office
Year founded
—
AUM
Undisclosed
Location
Region
North America
Country
United States
City
New York
Corporate office
New York, NY, United States
Frequently asked questions
Who runs investment decisions at Meridian 38 Advisors?
The firm has not publicly disclosed the names of its principals or investment committee members. Given its structure as a single-family office, investment decisions are likely made by the founding family or a small internal team of advisors. Public records show the entity is registered in New York but do not name individual operators.
How does Meridian 38 Advisors source proprietary deal flow?
The firm relies on a direct investment model, sourcing deals through its network of institutional partners and co-investment relationships. Without a public presence or disclosed affiliations, its sourcing network is inferred to depend on the family's private connections in private equity, venture capital, and real estate. No specific deal sources or intermediaries have been reported.
Is Meridian 38 Advisors structured as a single family office or multi-family office?
The firm operates as a single-family office, based on its New York registration and investment strategy. It manages capital for one family and does not offer services to external clients. There is no evidence of multi-family office operations or third-party capital management.
Does Meridian 38 Advisors participate in fund commitments or only direct deals?
The firm employs a mix of direct investments and co-investments alongside established institutional partners. Its strategy includes making direct equity investments in private companies and real estate assets, while also partnering with external managers on specific transactions. The firm likely uses special purpose vehicles to structure these deals.
What investment stages does Meridian 38 Advisors typically target?
The firm focuses on private equity, venture capital, and real estate across multiple stages. Its portfolio likely includes growth-stage companies and established operating assets, given the direct investment model. Public records do not specify a particular stage preference, but the firm's structure suggests a long-term holding period.
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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