How a $2B Multi-Fund Manager Split CRMs and Cut Compliance Risk by 60% in 2026

https://www.slideserve.com/eogernrhbu/why-sourcing-led-platforms-should-sit-at-the-center-of-layered-operational-syste

Why One CRM No Longer Worked for a Six-Fund Investment Firm In early 2026, Meridian Capital Partners managed six closed-end funds and one open-ended vehicle totaling about $2 billion in assets under management (AUM)