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Operational Support


Meridian has built a reputation for getting the job done right the first time. In a bottom line world, we take responsibility for being the primary point of accountability. Our world doesn't consist of front, middle or back office issues. We look at the issue as either being resolved or unresolved. Our expectations are the same as yours: if you give us a task, no matter the size, it will get done correctly. Period.

  • Administrative Support - Meridian coordinates all back & middle office activities across prime broker platforms, accountants, auditors, and fund administrators. We manage any & all issues related to custody, clearance, and settlements.

  • Portfolio Reporting - We provide clients with access to state-of-the-art Portfolio Accounting reporting capabilities to handle summary reporting, portfolio appraisal, P&L, Income & Expense reporting, along with a breakdown by specific account, custodian, industry, strategy, asset class & security for clients that need access to our password protected system specific to their accounting needs.

  • Service Strategy - Meridian provides clients with a customized service strategy depending on their needs; no client is too small. Our dedicated team of professionals helps clients refocus their staffing needs so that they can align their headcount to what they do best, manage their portfolio and trade.
To find out how Meridian's Support Services can streamline your administrative & operational needs, please contact Dan Miree at: DMIREE@meptraders.com

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5 Hanover Square, 21st Floor | New York, NY 10004 | Office: 212-500-6650 | Fax: 212-742-2737
Member NYSE, FINRA, NFA & SIPC

© Meridian Equity Partners, Inc.  All rights Reserved.  The risk of loss in trading securities,
options and futures electronically can be substantial.  Thus, customers must carefully consider all
relevant risk factors including their own personal financial situation before trading.  Options involve risk
and are not suitable for all investors. For more information read the Characteristics and Risks of
Standardized Options.
 All securities and futures offered by Meridian Equity Partners, Inc.


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