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MERLIN ASSET MANAGEMENT
MERLIN CAPITAL INC.
CRD 284790 · SEC 801-108253
449 THAMES STREET, SUITE 301 A, NEWPORT, RI, 02840, United States
Phone
617 366-2650
Fax
888 531-3885
Registration
— (—)
Source
State registered
Total AUM
$50.2M
Discretionary AUM
$50.2M
Team
1 total employees; 1 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-03-02
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 3 | $709K |
| High net worth individuals | 22 | $49.5M |
| Corporations/business entities | 1 | $2K |
All web addresses on file
Official SEC filing: View on IAPD