Merit Capital Partners Management, L.L.C.

RIASEC RegisteredEst. 2012
Total AUM
$991M
Discretionary
$991M
100% of AUM
Avg account
$496M
Accounts
2
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 privately owned limited liability company that operates as a manager of pooled investment vehicles, primarily in the private fund space. The firm registered with the SEC in 2012 and describes its core activity as portfolio management for pooled investment vehicles. Its client base is institutional, and it functions in roles that include adviser, sponsor and general partner or managing member of pooled vehicles rather than acting as a conventional capital allocator. The firm's economics combine a percentage-of-assets fee schedule with performance-based fees, consistent with active management of private funds. Merit Capital does not identify as an active ESG investor and is not registered as a multi-state adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Anne Boland

    Chief Financial OfficerCRD 4169582

Contacts

3 of 5
  • Joseph Polaneczky

    Managing DirectorCRD 5251391

  • Benjamin Yarbrough

    Managing DirectorCRD 8209924

  • Evan Gallinson

    Managing DirectorCRD 3113761

Unlock 2 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth