SourcingSourcing

DSC MERIDIAN CAPITAL LP

C28
CRD 296590·SEC 801-120850·NEW YORK, NY
AUM
$2.18B
$1B+
Est. Revenue
$21.8M
@ 1% on AUM
Est. EBITDA
$6.6M
@ 30% margin
Est. Deal Value
$52.4M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
DSC MERIDIAN CAPITAL LP
CRD
296590
SEC file #
801-120850
EIN
823022527
DBA names
—

Economics

AUM
$2.18B
AUM band
$1B+
AUM trajectory
'22'26
$350.0M → $2.18B▲ +524%
Client mix
Pooled Investment Vehicles12

Operations

Employees (total)
12
Advisory staff (per ADV)
8
Advisory staff (5-yr trend)
'22'26
6 advisors → 8 advisors▲ +33%
Primary office
NEW YORK NY
Branches
—

Custodian & Brokerage

Primary custodian
State Streetlow confidence
Services offered
Portfolio mgmt — pooled vehicles
Fee basis
% of AUMPerformance-based fees

Filings

Latest ADV filing
04/30/2026
ADV-W filed at
—
Website
dscmeridiancapital.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
CHOWDHRY, SHERU, NMN
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
3
Control Persons
CHOWDHRY, SHERU, NMN
GULKOWITZ, DAVID, NMN
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
DSCMERIDIANCAPITAL.COM
Rdap Domain Creation Date
2017-10-04T21:03:57Z
Rdap Firm Age Years
9
Rdap Firm Age Band
5-10y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001970572
Edgar Registered
Yes
Edgar Filing Count
13
Edgar First Filing Date
2024-02-13
Edgar Last Filing Date
2026-05-15
Edgar 13f Count
11
Edgar 13f Latest AUM Estimate
Filing Date2026-05-15
Accession0001970572-26-000004

Compliance & brand

Firm Registration Status
active

All other collected signals (17)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
State Street19
Goldman Sachs12
Jpmorgan6
E*trade4
Bny Mellon2
Edgar Addresses
Mailing
888 SEVENTH AVENUE16TH FLOORNEW YORK, NY 10106
Business
888 SEVENTH AVENUE16TH FLOORNEW YORK, NY 10106
Edgar EIN
823022527
Edgar Recent Filings
13F-HR2026-05-15 · 0001970572-26-000004
13F-HR2026-02-17 · 0001970572-26-000002
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2026-10-04T21:03:57Z
Rdap Domain Last Changed
2025-09-16T19:35:12Z
Rdap Nameservers
Ns63.domaincontrol.comNs64.domaincontrol.com
Rdap Secure Dns Enabled
Yes
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Top Owner CRD
4264620
Trust Company Affiliate
Yes

People (2)

2
CHOWDHRY, SHERU, NMN
Direct Owner · 87.5%
4264620
GULKOWITZ, DAVID, NMN
Direct Owner · 7.5%
6189061