|
⚲
|
| Keyboard |
| Merritt Point Partners LLC
✚
|
|
|---|---|
| CRD # | 298680 |
| SEC # | 801-136317 |
| CIK # | |
| AUM | 636.1 M (2026-04-22) |
| Employees | 4 (75% Investors, 0% Brokers) |
| Phone | 510-244-0170 |
| Address | 1999 Harrison Street Oakland, CA 94612 |
| Source | [IAPD] [LinkedIn] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| Other | Merritt Point Environmental Opportunities Fund LP | [2025-03-28] | 70.0 M | 146.7 M |
| Filed 2025-05-20 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| Other | Merritt Point Commodity Fund LP | [2023-03-29] | 51.5 M | 70.4 M |
| Filed 2026-03-18 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| Other | MPP Opportunity Limited | 2023-03-29 | 0.1 M | |
| Other | Pinnacle Merritt Point Commodity Master Fund | 2018-10-10 | 50.0 M | |
| AUM Breakdown | Accounts | AUM ($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 | 1 | 288.1 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 5 | 348.0 |
| (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 | 6 | 636.1 |
| By Discretionary | ||
| Discretionary | 6 | 636.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 6 | 636.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 262.7 | |
| United States Persons | 373.4 | |
| Total | 6 | 636.1 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| Kimberly Melen | Director | 37 | 15 | |
| Patrick Sakala | Director | 15 | 10 | |
| Mudit Gupta | Director | 3 | 3 | |
| Merritt Point Partners LLC | Executive Officer | 4 | 2 | |
| Jeffrey Baird | Executive Officer | 4 | 2 | |
| Merritt Point Commodity Fund GP LLC | Executive Officer | 1 | 1 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional |
| Comparable Firms | State | AUM |
|---|---|---|
|
Robinhood Ventures de LLC
✚
|
CA | 655.3 M |
|
Nomura Capital Management LLC
✚
|
NY | 651.3 M |
|
Sheridan Production Partners Manager III LLC
✚
|
TX | 650.0 M |
|
Spicewood Mineral Management LLC
✚
|
TX | 644.7 M |
|
Curasset Capital Management LLC
✚
|
NJ | 643.2 M |
|
UGVP Management LLC
✚
|
NJ | 634.9 M |
|
Industrial Development Funding LLC
✚
|
FL | 624.0 M |
|
Park Lane Advisors LLC
✚
|
AL | 623.9 M |
|
Wheeler Retirement Plans LLC
✚
|
MN | 618.1 M |
|
Hussman Strategic Advisors Inc
✚
|
MD | 617.4 M |