MERRITT POINT PARTNERS LLC

RIASEC RegisteredEst. 2026
Total AUM
$636M
Discretionary
$636M
100% of AUM
Avg account
$106M
Accounts
6
Employees
4
Advisory reps
2

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

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client 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

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth