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Building 2MERRITT POINT PARTNERS LLC

Map pinOAKLAND, CA
Phone(510) 244-0170
NotebookSEC #801-114272
Total AUM
$50M
Employees
3
Clients
1

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1999 HARRISON STREET
18TH FLOOR
OAKLAND
CA 94612
United States
Operating Hours
9AM-5PM
Monday - Friday
Phone
(510) 244-0170

ReceiptFinancials

Total AUM
$50M
Accounts
1
Discretionary
$50M
Accounts
1
Non-Discretionary
$0
Accounts
0

ContactClients

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Pooled Vehicle Clients
1
AUM
$50M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
CA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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