RIA Intel›Advisers›Illinois›MERIT CAPITAL PARTNERS MANAGEMENT, L.L.C.

MERIT CAPITAL PARTNERS MANAGEMENT, L.L.C.

Fund Manager

N·CHICAGO, IL

Data as of Jul 31, 2026 · Source: SEC Form ADV

Total AUM
$991M
1-Year AUM Growth
-7.9%
3-Year CAGR
-5.0%
Employees
16
Assets Under Management
Total AUM$991M
Discretionary AUM$991M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients4
Team
Total Employees16
Investment Advisers19
Employee Growth (1Y)0.0%
Private Funds
Number of Private Funds4
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Filing History
Total Filings on Record18
First FilingFeb 13, 2012
Latest FilingJul 31, 2026
🔒 Full AUM trend chart and 18 historical filings spanning 14+ 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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Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.

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