Merlin Asset Management

Overview

Merlin Asset Management is a small, fee-based registered advisory firm that focuses on portfolio management for individuals and small businesses, with capacity to serve institutional clients as well. The firm runs an equity-centric strategy, favoring exchange-traded securities as its primary allocation vehicle. Its advisory model charges a percentage of assets under management and does not present itself as an ESG-focused investor. Investment activity centers on a concentrated-but-diversified public equity sleeve: the firm holds a mid-sized number of positions across growth and large-cap names, with a top position in semiconductor-related hardware. Portfolio construction emphasizes exchange-traded equities and mutual funds, supplemented by allocations to outside alternative managers where warranted. Custody and trade execution are routed primarily through Charles Schwab & Co., Inc., which holds the bulk of client assets.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices