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 a privately organized limited liability company that provides investment management primarily to institutional clients. The firm is registered with the SEC (registered year listed as 2026) and is structured to serve as a sponsor/GP and managing member of pooled investment vehicles. Its regulatory classification includes CPO or CTA activity and its advisory services explicitly cover portfolio management for investment companies and for pooled investment vehicles. The firm charges both a percentage-of-AUM fee and performance-based fees and is not identified as an active ESG investor.
Assets & Accounts
Investments & Alternatives
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 1MUDIT GUPTA
COO, CCO, CFOCRD 4989304
Contacts
1 of 1JEFFREY 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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