Merit Investment Management LLC

-

Assets, Funds, Holdings

Home | Sign Up | Log In
Message
Happy Holidays!! thanks for using AUM13F!!
List of Funds
Boston Firms
Boston Hedge Funds
Cornell Alumni Firms
CalPERS Portfolio
NYSCRF Portfolio
User Guide
Regulatory AUM vs AUM
LP Portfolios
Related Firms
Build a Portfolio
Comprehensive Search
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]
Terms | Privacy | Guide
tony@aum13f.com