MERIT CAPITAL PARTNERS MANAGEMENT, L.L.C.

RIASEC RegisteredEst. 2012
Total AUM
$1.4B
Discretionary
$1.4B
100% of AUM
Avg account
$288M
Accounts
5
Employees
19
Advisory reps
6

Firm details

Headquarters
CHICAGO, Illinois
CRD number
156890
Registered since
March 28, 2012
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

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

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

1 of 1
  • ANNE BOLAND

    Chief Financial OfficerCRD 4169582

Contacts

3 of 5
  • JOSEPH POLANECZKY

    CRD 5251391

  • BENJAMIN YARBROUGH

    Managing DirectorCRD 8209924

  • EVAN GALLINSON

    Managing DirectorCRD 3113761

Unlock 2 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth