Meru Global:
Meru Global
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Company

We choose to present a variety of information to help you understand what we do and who we are

 

OUR BUSINESS

Meru Global Advisors LLC: a Registered Investment Advisor with the State of Louisiana

· Providing Solution Driven Asset Management Private Equity and Advisory Solutions to Individuals Corporations and Institutional Investors ·

 

OUR STORY & NAME

our story: New York fintech startup matures at lsu INNOVATION park

Our company was originally founded in New York, NY in 2017. The next year, we formally relocated its operations to the technology incubator, LSU Innovation Park, with the purpose of accelerating internal business development plans on several fronts. Following a year of further work, in January we publicly announced three key milestones:

(1) Regulatory Approval of Meru Global Advisors LLC (2) Launch of the Partnership Platform and its (3) First Partnership Meru Global Life Sciences LLC

Our Name “meru”: it’s a common first question, that comes in many forms

Informing our efforts and culture on several levels, whether it’s the first-of-its-kind summit documented at merufilm.com; or its literal translation of backbone or spine; or its references of enlightenment in religious settings: Google the name "Meru" to learn something interesting and new

 

OUR LEADERSHIP & TEAM

 
 

Founder & Managing Partner

Philip Capone, CFA

Prior to founding Meru Global in 2017, Philip has represented clients for over 10 years. Practicing since before the financial crisis, he brings full economic cycle experience, including hands-on operating, agent, and principal investing experience. During this time he has advised funds directly managing over $10 billion in assets under management

Philip started his career in 2007 at Capital One Securities located in New Orleans, working on an established equity research team. In 2008 he moved to New York City, starting his Wall Street career at Oppenheimer & Company where he covered capital markets and financial institutions during the Financial Crisis

Philip then moved over to the institutional asset management side of the industry where he developed a deep institutional understanding of the industry through experiences supporting portfolio managers at OppenheimerFunds as well as several years in the hedge fund world

Education

LOUISIANA STATE UNIVERSITY
Bachelor of Science, Finance, Summa cum Laude, 2007

U.S. DEPARTMENT OF STATE EDUCATION INITIATIVE
Tunis, Tunisia, 2008

Professional Affiliations

• CFA Charterholder & Member
• Manhattan Institute's Young Leaders Advisory Committee

Geographic Experience

• United States, Europe, Canada, Tunisia, Australia, New Zealand, Southeast Asia, Peru, Ecuador, China

 

Associate

Collin Gallegos

Before joining Meru Global, Collin began his career in finance through an internship at M6 Partners in Baton Rouge, Louisiana where he worked on valuation projects for investments in closely held companies as well as an investment in a lower middle-market private equity fund. A recent LSU graduate, he is also a current Level II candidate in the CFA Program

 

LSU INNOVATION PARK

 

WORKING WITH LSU INNOVATION PARK

· Housed Inside a 30,000 Strong Research University We Leverage LSU’s Resources with Our Expertise to Solve Problems for Our Clients ·

LSU Innovation Park is one of the top 10 business and technology incubators in the country providing management and technology transfer assistance, resources, and access to capital

 

OUR LOCATION

MERU GLOBAL @ THE LSU INNOVATION PARK
8000 Innovation Park Dr, Building 3000
Baton Rouge, LA 70820, USA