MERIT FINANCIAL PARTNERS LLC
Adviser information for MERIT FINANCIAL PARTNERS LLC last updated from Form ADV on March 13th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | New York, United States |
Employees
| Total Number of Employees | 5 |
|---|---|
| Investment Advisory/Research | 5 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 5 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 562 | $257.1M |
| Non-Discretionary | 0 | $0 |
| Total | 562 | $257.1M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 113 | $34.2M |
| HNW Individuals | 97 | $217.1M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | <5 | $1.6M |
| Charitable organizations | <5 | $4.1M |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 47 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 101-250 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businesses |
|---|---|
| Compensation | % of AUMHourly chargesFixed feesNEGOTIATED FEE FOR ASSET MANAGEMENT |
Identifiers
| SEC RIA File Number | 801-111783 |
|---|---|
| SEC ERA File Number | 801-111783 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 141359 |
| Legal Entity Identifier | None |
Principal Office
69-64 GRAND AVENUEMASPETH
NY
United States
BY APPOINTMENT ONLY., BY APPOINTMENT ONLY
Tel: 718-898-0871, Fax: 718-732-2402
Websites
Chief Compliance Officer
MICHAEL TERRY
MANAGING MEMBER
69-64 GRAND AVENUE
MASPETH
NY
United States
Tel:
718-898-0871
Fax:
718-732-2402
M*****@**********M
(Full email address available in API data)
Regulatory Contact
ELIZABETH COX
MANAGING MEMBER, PRINCIPAL
500 POST ROAD EAST, SUITE 228
WESTPORT
CT
United States
Tel:
(203) 221-2799
E***@**********M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| TERRY, RICHARD, MICHAEL | Individual | – | CHIEF COMPLIANCE OFFICER, MANAGING MEMBER | 07/2006 | 50-75% |
| COX, ELIZABETH, MCKEE | Individual | – | PRINCIPAL, MANAGING MEMBER | 08/2016 | 50-75% |