Merit Capital Partners VI, LLC

RIASEC Registered
Total AUM
$448M
Discretionary
$448M
100% of AUM
Avg account
$149M
Accounts
3
Employees
19
Advisory reps
9

Firm details

Headquarters
Chicago, Illinois
CRD number
341399
Registered since
May 13, 2026
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 VI, LLC is an independent registered investment adviser organized as a limited liability company. The firm became SEC-registered in 2026 and is owned by an individual. Its client base is institutional, and its stated advisory activity is portfolio management for pooled investment vehicles. Merit Capital charges a combination of percentage-of-AUM and performance-based fees and serves as an adviser, sponsor, and managing member of pooled vehicles. The firm is not identified as an ESG-active manager, is not a multi-state adviser, and is not described as a capital allocator or pension consultant.

Assets & Accounts

Investments & Alternatives

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 8
  • Thomas Campion

    Thomas Campion

    Managing DirectorCRD 1768310

  • David Jones

    David Jones

    Managing DirectorCRD 2343676

  • Timothy Mackenzie

    Timothy Mackenzie

    Managing DirectorCRD 1557336

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Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth