Merritt Point Partners LLC
Firm details
- Headquarters
- Oakland, California
- CRD number
- 298680
- Registered since
- May 21, 2026
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles54.71%
- Investment Companies45.29%
- Services
- Portfolio Management for Investment CompaniesPortfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Merritt Point Partners LLC is an institutional registered investment adviser organized as a limited liability company and registered with the SEC in 2026. The firm serves institutional clients and operates with a fee model that combines a percentage-of-AUM charge with performance-based fees. Its regulatory and business profile identifies it as a CPO/CTA and as a portfolio manager for investment companies and pooled investment vehicles, and the firm acts in sponsor, general partner and managing-member roles for pooled vehicles. The firm is not positioned as a capital allocator, does not identify as an active ESG investor, and does not operate 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 1
Mudit Gupta
COO, CCO, CFOCRD 4989304
Contacts
1 of 1
Jeffrey Baird
Founder & Portfolio ManagerCRD 2641796
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Oakland, CA
Alameda
Location
Oakland, CA
Headquartered in Oakland, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- Alameda
- Address
- 1999 Harrison St
- Time zone
- PT (UTC-8)
- Office locations
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