Data / Investment advisers / California / Merritt Point Partners LLC
Merritt Point Partners LLC, Oakland, CA: $636 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Merritt Point Partners LLC is an SEC registered investment adviser with its main office in Oakland, California and reports $636 million in regulatory assets under management in its Form ADV filed April 22, 2026. Its clients include pooled investment vehicles and investment companies. It is paid through a percentage of assets under management and performance based fees. It advises 2 private funds.
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- Registration
- SEC registered investment adviser
- CRD number
- 298680
- SEC file number
- 801-136317
- SEC status
- Approved, effective May 21, 2026
- Main office
- 1999 Harrison Street 18th Floor, Oakland, CA 94612
- Phone
- (510) 244-0170
- Regulatory AUM
- $636,104,895 in the Form ADV filed April 22, 2026
- Discretionary AUM
- $636,104,895
- Accounts
- 6
- Employees
- 4, of which 3 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, performance based fees
- Private funds
- 2: 2 other private funds
- Gross assets of private funds
- $217,072,311
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- April 22, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 5 | $348 million |
| Investment companies | 1 | $288.1 million |
Other advisers in Oakland
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Ci Global Investments Inc. | Oakland | $14.74 billion | Not listed | adviserinfo.sec.gov |
| Vanguard Personalized Indexing Management | Oakland | $11.35 billion | Not listed | adviserinfo.sec.gov |
| Berkeley Partners Management, LLC | Oakland | $3.06 billion | Not listed | adviserinfo.sec.gov |
| Veris Wealth Partners, LLC | Oakland | $2.86 billion | 1 | adviserinfo.sec.gov |
| Liberty Wealth Management, LLC | Oakland | $1.73 billion | 1 | adviserinfo.sec.gov |
| Financial Avengers, Inc. | Oakland | $488.4 million | Not listed | adviserinfo.sec.gov |
| Carbon Collective Investing, LLC | Oakland | $348.4 million | Not listed | adviserinfo.sec.gov |
| Granite Capital | Oakland | $314.6 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Oakland, CA
- Investment advisers in California
- Advisers with $500 million to $1 billion in AUM
- Advisers serving pooled investment vehicles
- Advisers serving investment companies
- Advisers that manage private funds
- Merritt Point Partners LLC on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.