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Adviser Profile
| As of Date | 01/17/2019 |
| Registration status | Registration Changed to MERRITT POINT PARTNERS LLC |
| ADV Location | OAKLAND, CA, United States |
| AUM* | 50,000,000 |
| of that, discretionary | 50,000,000 |
| Number of Employees | 3 |
| of those in investment advisory functions | 3 |
| Private Fund GAV* | 0 |
| Avg Account Size | 50,000,000 |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
- Adviser relying on rule 203A-2(c) because you expect to be eligible for SEC registration within 120 days
Client Types
- Pooled investment vehicles
Advisory Activities
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
Compensation Arrangments
- A percentage of assets under your management
- Performance-based fees
Reported AUM
50M
43M
36M
29M
21M
14M
7M
2018
2019