Meaningful Partners LLC
SEC RegisteredACCELERATING THE GROWTH AND PERFORMANCE OF PURPOSEFUL BUSINESS
About the firm
At Meaningful Partners, we believe Purpose and Profit are inextricably linked. We invest in middle-market and growth consumer companies that have earned customer trust and loyalty, demonstrate a commitment to all stakeholders, and are led by management teams empowering positive purpose and performance.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Control or significant minority investments ranging from $15 million to $75+ million in lower middle-market businesses and growing consumer companies
Who they serve
Lower middle-market businesses and growing consumer companies with revenues above $20 million
| Client segment | Clients | Assets managed |
|---|---|---|
| Pension/Profit Sharing Plans | 7 | $615M |
Leadership
Office locations
Regulatory & compliance
Data as of March 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Meaningful Partners LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
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