RIA Intel›Advisers›Massachusetts›MERGANSER CAPITAL MANAGEMENT, LLC

MERGANSER CAPITAL MANAGEMENT, LLC

Advisory

N·BOSTON, MA

Data as of Mar 30, 2026 · Source: SEC Form ADV

Total AUM
$17.7B
1-Year AUM Growth
0.0%
3-Year CAGR
+1.7%
Employees
11
Assets Under Management
Total AUM$17.7B
Discretionary AUM$17.7B
Non-Discretionary AUM$0
Discretionary %100%
Total Clients125
Team
Total Employees11
Investment Advisers32
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record22
First FilingOct 21, 2013
Latest FilingMar 30, 2026
🔒 Full AUM trend chart and 22 historical filings spanning 13+ 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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