RIA Intel›Advisers›Massachusetts›MERGANSER CAPITAL MANAGEMENT, INC.

MERGANSER CAPITAL MANAGEMENT, INC.

Advisory

N·BOSTON, MA

Data as of Jul 11, 2013 · Source: SEC Form ADV

Total AUM
$7.3B
1-Year AUM Growth
+12.5%
3-Year CAGR
+8.7%
Employees
9
Assets Under Management
Total AUM$7.3B
Discretionary AUM$7.3B
Non-Discretionary AUM$0
Discretionary %100%
Total Clients—
Team
Total Employees9
Investment Advisers27
Employee Growth (1Y)—
Filing History
Total Filings on Record12
First FilingNov 10, 2008
Latest FilingJul 11, 2013
🔒 Full AUM trend chart and 12 historical filings spanning 5+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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