Merricks Capital Pty Ltd

RIASEC RegisteredEst. 2011
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
Registered since
April 26, 2011
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

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Overview

Merricks Capital Pty Ltd is a hedge fund–style adviser registered with the SEC in 2011 that serves primarily institutional clients while also providing portfolio management for pooled vehicles and for smaller clients and businesses. The firm operates as a commodity pool operator / commodity trading advisor and is active as a sponsor/GP or managing member of pooled investment vehicles, which shapes its emphasis on pooled-vehicle structures and manager-led strategies. Fee arrangements at Merricks Capital combine percentage-of-AUM, fixed fees and performance-based fees, reflecting a typical hedge-fund compensation mix. The firm is not an active ESG investor and it does not present itself as a capital allocator that seeds outside managers; instead it runs its own funds and supervises commodity-focused strategies. Merricks Capital is organized as a corporation with owner structure described as a foreign entity and individual ownership. Its advisory footprint is concentrated — it is not a multi-state adviser by the filing and does not act as a pension consultant.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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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

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Melbourne, null

Location

Melbourne, null

Headquartered in Melbourne, null.

Address
Level 26 35 Collins St
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth