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MERIT CAPITAL PARTNERS VI, LLC

CHICAGO, IL · CRD 341399 · IAPD ↗ · meritcapital.com · 312-592-6111

$448.2MRegulatory AUM
16Advisory reps
19Employees
0Clients
n/aPlanning clients
3Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

58
September 2026 — MERIT CAPITAL PARTNERS VI, LLC's provisional registration is now fully approved.
120-day provisional registration became a full approval.
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
53
August 2026 — MERIT CAPITAL PARTNERS VI, LLC now reports custody of client assets ($389.6M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
58
August 2026 — MERIT CAPITAL PARTNERS VI, LLC now reports 3 private fund(s) ($448.2M gross).
Firm reports private funds for the first time.
Fund administrationCompliance
85
June 2026 — MERIT CAPITAL PARTNERS VI, LLC (CHICAGO, IL) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 16 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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