Merit Investment Management LLC

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Assets, Funds, Holdings

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Merit Investment Management LLC
CRD #149663
SEC #801-72593
CIK #0001621225, 0001524467
AUM
Employees 1 (100% Investors, 0% Brokers)
Phone302-478-4300
Address1 Righter Pkwy
Wilmington, DE 19803
Source [IAPD] [EDGAR] [Website]
Total AUM ($M)
16012896643202010201420192024
Sector Form 13F Holdings Value ($B)
Trebia Acquisition Corp 0.2
Apple Inc 0.2
Microsoft Corp 0.2
Nvidia Corp 0.1
United Parcel Service Inc 0.1
Amazon Com Inc 0.1
 
 
 
 
 
Holdings by Sector ($B)
10.08.06.04.02.00.02012201620212026
Type Form D Funds Date Sold ($M) AUM ($M)
HF Merit Fund LP [2013-02-15] 27.4 0.9
AUM Breakdown Accounts AUM ($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 0 0.0
(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 2 0.9
By Discretionary
Discretionary 2 0.9
Non-Discretionary 0 0.0
Total 2 0.9
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 0.9
Total 2 0.9
Form D Directors # Filings # Firms 2011 - 2025
Christopher Gildea 4
Scott McGraw 1
EDGAR Form CIK 2011 - 2025
13F-HR [0001524467]
13F-HR [0001621225]
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