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MERRICKS CAPITAL PTY LTD

Hybrid

N·MELBOURNE

Data as of Jan 8, 2026 · Source: SEC Form ADV

Total AUM

$2.1B

1-Year AUM Growth

+16.8%

3-Year CAGR

+10.0%

Employees

23

Assets Under Management

Total AUM$2.1B

Discretionary AUM$1.5B

Non-Discretionary AUM$586M

Discretionary %72.2%

Total Clients8

Team

Total Employees23

Investment Advisers45

Employee Growth (1Y)+5.3%

Private Funds

Number of Private Funds2

🔒 Fund-level details including strategies, gross assets, and individual fund records

Filing History

Total Filings on Record29

First FilingApr 19, 2011

Latest FilingJan 8, 2026

🔒 Full AUM trend chart and 29 historical filings spanning 15+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on MERRICKS CAPITAL PTY LTD

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.