2. Investor Classification Investor Type * Select type... Individual / Family Family Office Registered Investment Adviser Institutional Investor Endowment / Foundation Pension Fund Sovereign Wealth Fund
Are you a Qualified Purchaser or Accredited Investor? * Select status... Qualified Purchaser (>$5M in investments) Accredited Investor ($1M+ net worth or $200K+ income) Qualified Institutional Buyer (QIB) Non-US Institutional Investor Not applicable
Total Assets Under Management / Net Worth Select range... Under $1M $1M – $5M $5M – $25M $25M – $100M $100M – $500M $500M – $1B Over $1B
Investable Liquid Assets Select range... Under $500K $500K – $2M $2M – $10M $10M – $50M Over $50M
3. Investment Profile Current allocation to alternative investments Select range... None (0%) 1–5% 5–15% 15–30% 30–50% Over 50%
Preferred investment horizon Select horizon... 1–2 years 3–5 years 5–10 years 10+ years / permanent capital
Strategies of interest (select all that apply) Global Macro Systematic / Quantitative Digital Assets Event Driven Long/Short Equity Fixed Income / Rates
Have you previously invested with a hedge fund or private fund? Select... Yes — currently invested in 1+ Yes — previously, not currently No — this would be a first allocation Prefer not to say
Source of investable funds Select... Business proceeds / entrepreneurship Inheritance / family wealth Executive compensation / equity Investment portfolio growth Institutional mandate Other
4. Background & Interest How did you learn about Meridian Capital? Select... Personal referral from existing LP LinkedIn / professional network Conference or industry event Financial media Allocator database (Preqin, iCapital) Direct outreach from Meridian Other
Describe your investment background and experience
Why are you interested in Meridian Capital specifically?
Anticipated investment timeline Select... Immediate — ready to proceed now Quarterly — within current quarter Annual — within the year Exploratory — no commitment at this time
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