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| Merit Capital Partners IV LLC
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| |
|---|---|
| CRD # | 156890 |
| SEC # | 801-73477 |
| CIK # | |
| AUM | $1.1 BB (2024-03-28) |
| Employees | 18 (83% Investors, 0% Brokers) |
| Phone | 312-592-6111 |
| Address | 191 North Wacker Drive Chicago, IL 60606 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| PE | Merit Capital Fund VII LP | [2021-03-30] | 395.9 | 607.3 |
| PE | Merit Mezzanine Fund VI LP | [2016-03-28] | 298.0 | 330.6 |
| PE | Merit Mezzanine Fund IV LP | 2012-02-13 | 32.5 | |
| PE | Merit Mezzanine Fund V LP | [2012-02-13] | 0.0 | 99.4 |
| PE | Merit Mezzanine Parallel Fund IV LP | 2012-02-13 | 4.8 | |
| PE | Merit Mezzanine Parallel Fund V LP | [2012-02-13] | 0.0 | 53.3 |
| PE | William Blair Mezzanine Capital Fund III LP | 2012-02-13 | 16.6 | |
| PE | William Blair Mezzanine Capital Fund II LP | 2012-02-13 | 0.0 |
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| 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 | 5 | 1,095.6 |
| (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 | 5 | 1,095.6 |
| By Discretionary | ||
| Discretionary | 5 | 1,095.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 5 | 1,095.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,095.6 | |
| Total | 5 | 1,095.6 |
| Form D Directors | # Filings | # Firms | 2011 - 2024 | |
|---|---|---|---|---|
| David Jones | 131 | |||
| Terrance Shipp | 4 | |||
| Thomas Campion | 4 | |||
| Marc Walfish | 4 | |||
| Daniel Pansing | 4 | |||
| Timothy Mackenzie | 3 | |||
| van Lam | 1 | |||
| Evan Gallinson | 1 | |||
| Benjamin Yarbrough | 1 | |||
| Evan Gallison | 1 | |||
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