Merchants Investment Partners, LLC
Firm details
- Headquarters
- New York, New York
- CRD number
- 314794
- Registered since
- July 6, 2021
- Website
- www.merchantim.com
- Fee structure
- Other
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Merchants Investment Partners, LLC is a privately held investment manager that registered with the SEC in 2021. The firm operates as a limited liability company and is structured to manage pooled investment vehicles, primarily serving institutional clients. Its stated classifications identify it as a manager of private equity and real estate funds while also describing a broader multifaceted fund management capability. Merchants acts in sponsor/GP and managing-member roles for pooled vehicles rather than as an independent capital allocator. The firm reports a fee approach categorized as "other" and does not identify as an active ESG investor.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
2 of 2
Terry Oznick
Executive Vice PresidentCRD 7386925
Evan Gibson
Vice PresidentCRD 6310615
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
New York, NY
New York
Location
New York, NY
Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- New York
- Address
- 155 E 44th St
- Time zone
- ET (UTC-5)
- Office locations
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