Merganser Capital Management, LLC

RIASEC RegisteredEst. 2013

Total AUM

$17.7B

Discretionary

$17.7B

100% of AUM

Avg account

$141M

Accounts

125

Employees

Advisory reps

Firm details

Headquarters: Boston, Massachusetts
CRD number: 169258
Registered since: October 18, 2013
Website: www.merganser.com
Custodians: THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION, THE BANK OF NEW YORK MELLON, STATE STREET BANK AND TRUST COMPANY, U.S. BANK, N.A.
Fee structure: Percentage of AUM
Client types: Corporations / Businesses60.09%
State / Municipal Government14.96%
Pension & Profit Sharing Plans13.11%
Investment Companies3.46%
Pooled Investment Vehicles3.03%
Services: Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Merganser Capital Management, LLC is an institutional registered investment adviser organized as an LLC and SEC-registered since 2013. The firm serves primarily institutional clients and charges fees based on a percentage of assets under management. Its advisory work spans portfolio management for individuals and small businesses, investment companies, pooled investment vehicles, and other institutional or business entities. The firm is not an active ESG investor, is not a multi-state adviser, and is not structured as a capital allocator. Merganser lists affiliations that include other investment adviser roles and CPO/CTA activity, indicating engagement across multiple managed-product structures rather than single-family office services.