Merlin Asset Management

Overview

Merlin Asset Management is an independent, SEC-registered registered investment adviser organized as a corporation and operating since 2016 under individual ownership. The firm provides fee-based portfolio management primarily for individuals, families and small-business clients, and it also works with some institutional relationships. Compensation is charged as a percentage of assets under management. Merlin does not identify as an active ESG investor and its public filings do not characterize the firm as a multi-state or pension consultant adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives