Merricks Capital Pty Ltd

RIASEC Registered

Total AUM

$2.1B

Discretionary

$1.5B

72% of AUM

Avg account

$214M

Accounts

Employees

Advisory reps

Firm details

Headquarters: Melbourne,
CRD number: 157533
Registered since: April 26, 2011
Website: www.merrickscapital.com
Fee structure: Percentage of AUM, Fixed Fees, Performance Based Fees
Client types: Pooled Investment Vehicles71.88%
Other28.12%
Services: Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Merricks Capital Pty Ltd is organized as a corporation and is classified as an institutional registered investment adviser. The firm is registered with the SEC (initial registration recorded in 2011). Ownership is identified as a combination of a foreign entity and an individual, and the client base is primarily institutional. Merricks employs a mix of billing structures — percentage-of-assets, fixed fees and performance-based fees — and is active in commodity pool/CTA-type business activities as well as acting in sponsor/GP roles for pooled vehicles. The firm’s advisory work spans portfolio management for individuals and small businesses, pooled investment vehicles, and institutional accounts. The filing indicates the firm does not position itself as an active ESG investor.