MERGANSER CAPITAL MANAGEMENT, LLC

Overview

Merganser Capital Management, LLC is a fixed-income–oriented investment adviser that emphasizes institutional portfolio management across separate accounts and pooled vehicles. Registered with the SEC in 2013 as an LLC, the firm operates on a percentage-of-AUM fee model and concentrates its portfolio construction on investment-grade corporate bonds as the primary building block. Its advisory services span portfolio management for individuals and small businesses, investment companies, pooled investment vehicles and institutional clients, with a clear tilt toward managing credit exposure and duration for clients that demand income and capital preservation. The firm does not position itself as an active ESG investor. Investment activity reflects a conventional allocator approach: core allocations to high-quality corporate credit supplemented by mutual fund investments and targeted allocations to third-party alternative managers where permitted by client mandates. Custody relationships with large institutional custodians facilitate handling of multi-billion dollar fixed-income mandates and pooled fund vehicles.

Assets & Accounts

Investments & Alternatives

Location & Offices