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 limited liability company that operates as a manager of pooled investment vehicles with a clear emphasis on private funds. SEC-registered in 2021, the firm is classified principally as a private equity and real estate fund manager and serves an institutional client base. Its advisory activity centers on portfolio management for pooled vehicles, and the firm also functions in sponsor/GP and managing-member roles for those vehicles. Merchants does not identify as an active ESG investor and reports a nonstandard fee structure labeled “Other.” Manager allocation focus is toward closed-end private strategies—primarily private equity and real estate—with third-party alternative managers used for hedge fund exposure.
Assets & Accounts
Investments & Alternatives
Location & Offices
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 2TERRY 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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