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Building 2MERRITT POINT PARTNERS LLC

Map pinOAKLAND, CA
Phone(510) 244-0170
NotebookSEC #801-136317
Total AUM
$636.1M
Employees
4
Clients
6

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
$636.1M
Accounts
6
Discretionary
$636.1M
Accounts
6
Non-Discretionary
$0
Accounts
0

ContactClients

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Investment Company Clients
1
AUM
$288.1M
Pooled Vehicle Clients
5
AUM
$348M

Briefcase businessServices

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Services Offered
Company 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 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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