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Building 2MERRITT CAPITAL INVESTMENT ADVISORS LLC

Map pinDARIEN, CT
Phone203-656-2677
NotebookSEC #801-64976
Total AUM
$189.7M
Employees
5
Clients
4

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
23 OLD KINGS HIGHWAY SOUTH
SUITE 100
DARIEN
CT 06820-4505
United States
Operating Hours
9AM - 5PM
Monday - Friday
Phone
203-656-2677

ReceiptFinancials

Total AUM
$189.7M
Accounts
4
Discretionary
$88.2M
Accounts
1
Non-Discretionary
$101.5M
Accounts
3

ContactClients

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Pooled Vehicle Clients
4
AUM
$189.7M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CT

HandshakeAffiliates

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

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