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MERRITT POINT PARTNERS LLC
CRD 298680 · SEC 801-136317
1999 HARRISON STREET, 18TH FLOOR, OAKLAND, CA, 94612, United States
Phone
(510) 244-0170
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$636.1M
Discretionary AUM
$636.1M
Team
4 total employees; 3 advisory reps
Clients
—
Fees
Percentage of AUM; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-04-22
Disciplinary history
No
Services
Portfolio management (investment companies)Portfolio management (pooled vehicles)
Client types
| Type | Clients | AUM |
|---|---|---|
| Investment companies | 1 | $288.1M |
| Pooled investment vehicles | 5 | $348.0M |
States served
CA
All web addresses on file
Official SEC filing: View on IAPD