MERIT CAPITAL PARTNERS MANAGEMENT, L.L.C.
Firm details
- Headquarters
- CHICAGO, Illinois
- CRD number
- 156890
- Registered since
- March 28, 2012
- Website
- www.meritcapital.com
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Merit Capital Partners Management, L.L.C. is a private equity–focused investment manager that runs pooled investment vehicles for institutional clients. The firm is structured as a limited liability company, registered with the SEC in 2012, and operates as a sponsor, general partner and managing member of its funds. Its advisory activity centers on portfolio management for pooled vehicles rather than individual retail mandates, and its fee schedule combines a percentage-of-assets charge with performance‑based compensation, reflecting a classic private equity carry model. Merit Capital does not position itself as an active ESG investor and is not registered as a multi‑state adviser. The organization is owner‑managed (individual owner type) and targets institutional investors as its client base. Investment emphasis is on creating and managing private funds where Merit acts in both governance and capital-raising roles.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1ANNE BOLAND
Chief Financial OfficerCRD 4169582
Contacts
3 of 5JOSEPH POLANECZKY
CRD 5251391
BENJAMIN YARBROUGH
Managing DirectorCRD 8209924
EVAN GALLINSON
Managing DirectorCRD 3113761
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
CHICAGO, IL
COOK
Location
CHICAGO, IL
Headquartered in CHICAGO, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.
- Metro area
- Chicago-Naperville, IL-IN-WI
- Region
- Midwest
- County
- COOK
- Address
- 191 N Wacker Dr
- Time zone
- CT (UTC-6)
- Office locations
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