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| Merchants Investment Partners LLC
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|
|---|---|
| CRD # | 314794 |
| SEC # | 801-121692 |
| CIK # | |
| AUM | $607.9 M (2026-06-10) |
| Employees | 11 (91% Investors, 0% Brokers) |
| Phone | 317-324-4601 |
| Address | 155 East 44th Street, 14th Floor New York, NY 10017 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| PE | Merchants Healthcare Fund I Offshore LP | 2024-03-18 | 17.1 | |
| PE | Merchants Healthcare Fund I LP | 2022-03-28 | 454.1 | |
| RE | Merchants Capital 2021-Fli LP | 2021-11-03 | 136.7 |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 3 | 607.9 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 3 | 607.9 |
| By Discretionary | ||
| Discretionary | 3 | 607.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 3 | 607.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 105.3 | |
| United States Persons | 502.6 | |
| Total | 3 | 607.9 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Encore Housing Opportunity Fund Investment Manager LLC
✚
|
FL | 0.7 |
|
Machine Investment Group LP
✚
|
NY | 0.6 |
|
LISC Fund Management LLC
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|
NY | 0.6 |
|
Arcapita Investment Management US Inc
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|
GA | 0.6 |
|
Trinity Investors Fund Advisors LLC
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|
TX | 0.6 |
|
Northlight Capital Partners LLC
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|
CT | 0.6 |
|
Savanna Investment Management LLC
✚
|
NY | 0.6 |
|
OPTO Investment Management LLC
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|
NY | 0.6 |
|
Impact Investment Adviser LLC
✚
|
CA | 0.6 |
|
Altera Private Access LLC
✚
|
GA | 0.5 |