Merritt Capital Investment Advisors LLC

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Assets, Funds, Holdings

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Merritt Capital Investment Advisors LLC
CRD #137877
SEC #801-64976
CIK #
AUM
Employees 5 (100% Investors, 0% Brokers)
Fees
Minimum
Phone203-656-2677
Address23 Old Kings Highway South
Darien, CT 06820-4505
Source [IAPD] [Website]
Total AUM ($M)
190152114763802003201020172025
Type Form D Funds Date Sold AUM
HF Merritt Capital Partners LP 2014-08-27 88.2 M
AUM Breakdown Accounts AUM ($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 4 189.7
(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 4 189.7
By Discretionary
Discretionary 1 88.2
Non-Discretionary 3 101.5
Total 4 189.7
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 189.7
Total 4 189.7
Firm Profile (Form ADV)
Discretionary AUM$0.2B
Clients4
ServesInstitutional
Fund TypesHedge Fund
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