Key facts
- Status: Acquired/Merged (Operating Subsidiary).
Leadership
- Chris PaleologusPortfolio Manager and Investment Committee Member
- Christian DeLorenzoFinancial Planning Analyst and Investment Committee Member
- Danielle MargulisPortfolio Manager, Investment Committee Member, and Lead Financial Planner
- Joel DavisPortfolio Manager and Investment Committee Member
- ·Watchlist + deal alerts for Meyer Capital Group
- ·The full record, as it builds
Funding rounds
No funding rounds for Meyer Capital Group are on record yet — either the company hasn't raised institutional capital, or the raise hasn't surfaced in our sources.
About Meyer Capital Group
Provider of investment advisory services intended for individuals and businesses. The company offers a fee-based range of services including investment management, financial planning, retirement and estate planning, insurance and other services, providing clients with tailored solutions for long-term and short-term financial goals.
- Sector
- Business Products and Services (B2B)
- HQ
- Marlton, NJ, United States
- Employees
- 24
- Website
- meyercg.com/
- Ownership
- Acquired/Merged (Operating Subsidiary)
Meyer Capital Group doesn't have a composite mark yet — a PA Mark is published once enough pricing inputs exist (trade prints, fund marks, round prices). The rest of the record below builds toward it.
Recorded secondary trades
No secondary trades in Meyer Capital Group shares have been recorded yet. When a print lands — third-party, direct report, or platform — it appears here with structure, source, and price.
Institutional fund marks
No SEC-registered fund has reported a fair-value mark on Meyer Capital Group in its N-PORT filings yet. We sweep new filings monthly.