Adviser Profile
| As of Date | 07/04/2024 |
| Registration status | Registration Changed to MERLIN CAPITAL INC. |
| ADV Location | BOSTON, MA, United States |
| Contact Info | 617 xxxxxxx |
| Websites |
| AUM* | 36,282,283 -30% |
| of that, discretionary | 36,282,283 -30% |
| Number of Employees | 1 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 725,646 -30% |
| % High Net Worth | 87.50% 12% |
| SMA’s | Yes |
| Private Funds | 0 |
Adviser Type
- No longer eligible
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
Advisory Activities
- Portfolio management for individuals and/or small businesses
Compensation Arrangments
- A percentage of assets under your management
Reported AUM
210M
180M
150M
120M
90M
60M
30M
2016
2017
2018
2019
2020
2021
2022
2023
2024
Private Funds
No private funds
Employees
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|---|---|---|---|---|---|---|---|---|---|---|---|
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