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Building 2MERGANSER CAPITAL MANAGEMENT, LLC

Map pinBOSTON, MA
Phone617-494-1000
NotebookSEC #801-78733
Total AUM
$17.7B
Employees
32
Clients
125

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
99 HIGH STREET
BOSTON
MA 02110-2320
United States
Operating Hours
9 AM - 5 PM
Monday - Friday
Phone
617-494-1000

ReceiptFinancials

Total AUM
$17.7B
Accounts
125
Discretionary
$17.7B
Accounts
125
Non-Discretionary
$0
Accounts
0

ContactClients

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HNW Individual Clients
1
AUM
$24.3M
Investment Company Clients
2
AUM
$611.7M
Pooled Vehicle Clients
4
AUM
$534.3M
Pension/Profit Sharing Plan Clients
11
AUM
$2.3B
Government Entity Clients
7
AUM
$2.6B
Insurance Company Clients
10
AUM
$444.7M
Corporation or Business Clients
83
AUM
$10.6B
Other Clients
7
AUM
$475.5M
Description of Other Clients
SETTLEMENT FUND & SUBADVISORY

Briefcase businessServices

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Services Offered
Company Portfolio ManagementIndividual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
MANYTX

HandshakeAffiliates

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Affiliates
Reported 6 business affiliates.
Claimed Affiliates
Reported as an affiliate by 2 other businesses.

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