Form CRS — Client Relationship Summary

Meridian Venture Partners is registered with the Securities and Exchange Commission (SEC) as both a broker-dealer and an investment adviser. Brokerage and investment advisory services and fees differ, and it is important for you to understand the differences. Free and simple tools are available to research firms and financial professionals at investor.gov/CRS, which also provides educational materials about broker-dealers, investment advisers, and investing.

What investment services and advice can you provide me?

Brokerage Services: We offer brokerage services to retail investors, including buying and selling securities (stocks, bonds, mutual funds, ETFs, and other products). We may recommend securities or investment strategies, but the final investment decision is yours. We do not monitor your brokerage account investments on an ongoing basis unless you engage us for advisory services.

Advisory Services: We offer investment advisory services including financial planning, portfolio management, and retirement planning. When you open an advisory account, we monitor your portfolio on an ongoing basis as part of our standard service. We require a minimum account size for certain advisory programs — please ask your advisor for current minimums.

Ask your financial professional: "Given my financial situation, should I choose an investment advisory service? Should I choose a brokerage service? Should I choose both? Why or why not?"

What fees will I pay?

Brokerage Fees: You will pay a transaction-based fee (commission) each time you buy or sell an investment. This fee varies by product type. The more trades you make, the more fees you incur. We therefore have an incentive to encourage you to trade more often.

Advisory Fees: You will pay an ongoing asset-based fee quarterly in advance based on the value of your account. The more assets in your advisory account, the more you will pay in fees. We therefore have an incentive to encourage you to increase assets in your account.

Other Fees: You may also incur custodian fees, account maintenance fees, mutual fund expense ratios, and other product-level charges. You will pay fees whether you make or lose money on your investments.

Ask your financial professional: "Help me understand how these fees and costs might affect my investments. If I give you $10,000 to invest, how much will go to fees and costs, and how much will be invested for me?"

What are your legal obligations to me when providing recommendations?

As a Broker-Dealer: When we provide a recommendation, we must act in your best interest and not place our interest ahead of yours. This standard is called Regulation Best Interest. Our obligations do not extend to monitoring your account or providing ongoing advice.

As an Investment Adviser: When we act as your investment adviser, we are held to a fiduciary standard. This means we must act in your best interest and put your interest above our own at all times when providing investment advice.

How do your financial professionals make money?

Our financial professionals are compensated through a combination of salaries, commissions, advisory fees, and bonuses. Some professionals receive additional compensation from the sale of proprietary products, insurance, or other financial products. This creates a potential conflict of interest because they have a financial incentive to recommend these products.

Do you or your financial professionals have legal or disciplinary history?

Yes/No — please visit investor.gov/CRS or FINRA BrokerCheck for a free and simple search tool to research us and our financial professionals.

Ask your financial professional: "As a financial professional, do you have any disciplinary history? For what type of conduct?"

Additional Information

For additional information about our services, you may request a copy of our Form ADV or contact us at compliance@meridianvp.com. If you would like up-to-date information or a copy of this disclosure, please contact your financial professional.