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 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
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
Managing DirectorCRD 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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