MERLIN VENTURES
Firm details
- Headquarters
- MCLEAN, Virginia
- CRD number
- 334993
- Registered since
- February 10, 2025
Firm profile
FINTRXOverview
Merlin Ventures is organized as a limited liability company and is registered with the SEC in 2025. The firm functions primarily as an adviser and sponsor of pooled investment vehicles and lists roles that include general partner and managing member. Ownership is held by an individual rather than an institutional owner. Merlin Ventures does not identify as a multi-state adviser, is not flagged as an active ESG investor, and is not characterized as a capital allocator to third‑party managers.
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
Owners & executives
1 of 1David Phelps
Chairman & CEOCRD 8042262
Contacts
2 of 2Seth Sperget
Managing PartnerCRD 8042283
Shay Michel
Managing PartnerCRD 8042284
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
MCLEAN, VA
FAIRFAX
Location
MCLEAN, VA
Headquartered in MCLEAN, VA, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.
- Metro area
- Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
- Region
- South
- County
- FAIRFAX
- Address
- 1861 International Dr
- Time zone
- ET (UTC-5)
- Office locations
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