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Adviser Profile

As of Date 04/22/2026
Registration SEC, Approved, 05/21/2026
Other registrations (3)
Former registrations

MERRITT POINT PARTNERS LLC

MERRITT POINT PARTNERS LLC

ADV Location OAKLAND, CA, United States
Contact Info (51 xxxxxxx
Websites
AUM* 636,104,895
of that, discretionary 636,104,895
Number of Employees 4
of those in investment advisory functions 3
Private Fund GAV* 217,072,311
Avg Account Size 106,017,483
SMA’s No
Private Funds 4

Adviser Type

- Large advisory firm

Client Types

- Investment companies
- Pooled investment vehicles

Advisory Activities

- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Reported AUM

636M 545M 454M 363M 273M 182M 91M
2026
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Count GAV
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