Multi-Family OfficeRIA · CRD 119455SEC-Registered

Updated:

The Meridian Business Group, Ltd.

The Meridian Business Group, LTD is an SEC-registered investment adviser in River Grove, IL. It manages approximately $23 million in regulatory assets.

The Meridian Business Group, Ltd.

The Meridian Business Group, LTD is an SEC-registered investment adviser in River Grove, IL. It manages approximately $23 million in regulatory assets. The firm has 1 employee and 1 investment adviser.

General information

Firm type

Multi Family Office

Year founded

AUM

Undisclosed

Location

Region

Latin America

Country

Bahamas

City

River Grove

Corporate office

Nassau, Bahamas

Sector focus

Private EquityReal EstateInfrastructure

Frequently asked questions

What services does The Meridian Business Group offer to families?

The firm provides investment structuring, direct deal origination, and asset management for a small pool of high-net-worth families. It specializes in private equity and real estate transactions in the Caribbean and select US markets.

Does The Meridian Business Group operate more like a single-family office?

It operates as a multi-family office, pooling capital from multiple families to execute direct investments. It does not manage a single concentrated fortune but rather structures co-investment vehicles for its client base.

What types of investments does The Meridian Business Group typically pursue?

The firm focuses on direct private equity, real estate, and infrastructure. It avoids liquid public markets and fund-of-funds strategies in favor of controlling or meaningful minority stakes in operating businesses.

Where does the underlying wealth managed by Meridian come from?

The source of wealth for its client families is not publicly disclosed. The firm serves families with ties to Latin America and the Caribbean.

Is The Meridian Business Group registered or regulated in a specific jurisdiction?

The firm is registered in the Bahamas, a jurisdiction known for its financial services industry and tax-neutral structures. It operates within Bahamian corporate and regulatory frameworks.

Profile maintained by 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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