MERCHANTS INVESTMENT PARTNERS, LLC

RIASEC RegisteredEst. 2021
Total AUM
$608M
Discretionary
$608M
100% of AUM
Avg account
$203M
Accounts
3
Employees
11
Advisory reps
2

Firm details

Headquarters
New York, New York
CRD number
314794
Registered since
July 6, 2021
Fee structure
Other
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

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

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Contacts

2 of 2
  • TERRY OZNICK

    Executive Vice PresidentCRD 7386925

  • EVAN GIBSON

    Vice PresidentCRD 6310615

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth