MERGANSER CAPITAL MANAGEMENT, LLC

CRD 169258 · SEC 801-78733

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99 HIGH STREET, BOSTON, MA, 02110-2320, United States

Phone

617-494-1000

Fax

617-528-4816

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$17.66B

Discretionary AUM

$17.66B

Team

32 total employees; 11 advisory reps

Clients

—

Fees

Percentage of AUM

Org form

Limited Liability Company

Filing date

2026-03-30

Disciplinary history

Services

Portfolio management (individuals)Portfolio management (investment companies)Portfolio management (pooled vehicles)Portfolio management (institutions)

Client types

Type	Clients	AUM
Investment companies	2	$611.7M
Pooled investment vehicles	4	$534.3M
Pension/profit sharing plans	11	$2.32B
State/municipal entities	7	$2.64B
Insurance companies	10	$444.7M
Corporations/business entities	83	$10.61B

States served

MA, NY, TX

All web addresses on file

http://www.merganser.com
http://www.linkedin.com/company/merganser-capital-management

Official SEC filing: View on IAPD