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MERCHANTS INVESTMENT PARTNERS, LLC

NEW YORK, NY · CRD 314794 · IAPD ↗ · 317-324-4601

$607.9MRegulatory AUM
10Advisory reps
11Employees
0Clients
n/aPlanning clients
3Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

43
April 2026 — MERCHANTS ASSET MANAGEMENT LLC is now doing business as MERCHANTS INVESTMENT PARTNERS, LLC.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
55
April 2026 — MERCHANTS INVESTMENT PARTNERS, LLC grew from 8 to 10 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
55
April 2024 — MERCHANTS ASSET MANAGEMENT LLC grew from 6 to 8 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

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