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MERGANSER CAPITAL MANAGEMENT, LLC

BOSTON, MA · CRD 169258 · IAPD ↗ · merganser.com · 617-494-1000

$17.66BRegulatory AUM
11Advisory reps
32Employees
0Clients
n/aPlanning clients
4Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

49
April 2025 — MERGANSER CAPITAL MANAGEMENT, LLC notice-filed in NY, TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

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