Merricks Capital Pty Ltd

RIASEC Registered
Total AUM
$2.1B
Discretionary
$1.5B
72% of AUM
Avg account
$214M
Accounts
10
Employees
45
Advisory reps
5

Firm details

Headquarters
Melbourne,
CRD number
157533
Fee structure
Percentage of AUM, Fixed Fees, Performance Based Fees
Client types
  • Pooled Investment Vehicles71.88%
  • Other28.12%

Firm profile

FINTRX

Overview

Merricks Capital Pty Ltd is a foreign-owned investment advisor that serves institutional clients and operates in roles tied to pooled vehicles. The firm functions as a commodity pool operator/commodity trading advisor and is affiliated as an investment adviser and sponsor/GP/managing member of pooled investment vehicles. Its fee schedule includes asset-based fees, fixed fees and performance-based compensation. Merricks does not present itself as an active ESG investor and is not organized as a multi-state or newly formed adviser.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Other 100%100%
  • Other100%

Owners & executives

1 of 1
  • Sandra Chui

    Chief Operating OfficerCRD 7949118

Contacts

3 of 4
  • Anne Forbes-Harper

    Anne Forbes-Harper

    Managing DirectorCRD 7304590

  • Brendan O'connor

    DirectorCRD 7962098

  • Adrian Redlich

    Adrian Redlich

    FounderCRD 4206427

Unlock 1 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Melbourne, null

Location

Melbourne, null

Headquartered in Melbourne, null.

Address
Level 26 35 Collins St
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth