Form ADV — Firm Brochure

This brochure provides information about the qualifications and business practices of Meridian Venture Partners. If you have any questions about the contents of this brochure, please contact us at compliance@meridianvp.com. The information in this brochure has not been approved or verified by the United States Securities and Exchange Commission or by any state securities authority.

Registration as an investment adviser does not imply a certain level of skill or training. Additional information about Meridian Venture Partners is available on the SEC's website at adviserinfo.sec.gov.

Item 1 — Cover Page

Meridian Venture Partners
SEC File Number: [To be updated]
This brochure provides information about the qualifications and business practices of Meridian Venture Partners. It should not be considered an endorsement by the SEC.

Item 2 — Material Changes

This section summarizes material changes made since the last annual update. Clients are encouraged to review this section and contact their financial professional with any questions. A full copy of this brochure is available upon request.

Item 3 — Table of Contents

The full Form ADV Part 2A brochure covers advisory business, fees and compensation, performance-based fees, types of clients, methods of analysis, disciplinary information, other financial industry activities, code of ethics, brokerage practices, review of accounts, client referrals, custody, investment discretion, voting client securities, and financial information.

Item 4 — Advisory Business

Meridian Venture Partners provides comprehensive financial planning and investment management services. Our advisory services include portfolio construction and management, retirement planning, tax planning strategies, estate planning coordination, insurance analysis, and education funding strategies.

We tailor our services to the individual needs, investment objectives, and financial circumstances of each client. Clients may impose reasonable restrictions on investing in certain securities or types of securities.

Item 5 — Fees and Compensation

Advisory fees are based on a percentage of assets under management and are typically billed quarterly in advance. Fee schedules are negotiable based on household assets, complexity, and other factors. A detailed fee schedule is provided in the advisory agreement.

In addition to our advisory fees, clients may incur brokerage commissions, transaction fees, custodian fees, mutual fund and ETF expense ratios, and other charges imposed by third parties. These fees are separate from and in addition to our advisory fee.

Item 6 — Performance-Based Fees

Meridian Venture Partners does not charge performance-based fees (fees based on a share of capital gains or capital appreciation of client assets).

Item 7 — Types of Clients

We provide services to individuals, high-net-worth individuals, families, trusts, estates, charitable organizations, corporations, pension and profit-sharing plans, and other business entities.

Item 8 — Methods of Analysis, Investment Strategies, and Risk of Loss

Our investment approach relies on fundamental analysis, technical analysis, and modern portfolio theory. We construct diversified portfolios using a combination of equities, fixed income, mutual funds, exchange-traded funds, and alternative investments appropriate to each client's risk tolerance and objectives.

All investments carry risk, including the potential loss of principal. Market conditions, economic factors, and individual company performance can affect the value of your investments. Past performance is not a guarantee of future results.

Additional Items

The complete Form ADV Part 2A brochure, including items 9 through 18, is available upon request or may be accessed through the SEC's Investment Adviser Public Disclosure website at adviserinfo.sec.gov. Please contact compliance@meridianvp.com to request a full copy.