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MERIT CAPITAL PARTNERS MANAGEMENT, L.L.C.

CHICAGO, IL · CRD 156890 · IAPD ↗ · 312-592-6111

$991.1MRegulatory AUM
16Advisory reps
19Employees
0Clients
n/aPlanning clients
2Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

33
August 2026 — MERIT CAPITAL PARTNERS MANAGEMENT, L.L.C. reported RAUM down 31% ($1.44B -> $991.1M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
50
April 2026 — MERIT CAPITAL PARTNERS MANAGEMENT, L.L.C. reported RAUM up 28% ($1.13B -> $1.44B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
45
February 2026 — MERIT CAPITAL PARTNERS IV, L.L.C. is now doing business as MERIT CAPITAL PARTNERS MANAGEMENT, L.L.C..
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.