{
  "crd_number": 298680,
  "slug": "merritt-point-partners-llc-oakland-ca-298680",
  "primary_business_name": "MERRITT POINT PARTNERS LLC",
  "legal_name": "MERRITT POINT PARTNERS LLC",
  "dbas": [],
  "city": "Oakland",
  "state": "CA",
  "country": "United States",
  "cbsa_code": "41860",
  "metro": {
    "cbsa_code": "41860",
    "common_name": "San Francisco",
    "msa_name": "San Francisco-Oakland-Fremont, CA",
    "path": "/advisors/ca/san-francisco"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2026-05-21",
  "years_registered": 0,
  "period": "2026-10-01",
  "filing_date": "2026-04-22",
  "carried_forward": false,
  "raum_total": 636104895.0,
  "raum_discretionary": 636104895.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "500m_1b",
  "raum_band_label": "$500 million to $1 billion",
  "total_employees": 4,
  "advisory_employees": 3,
  "client_count_bucket": null,
  "clients_by_type": {
    "investment_companies": {
      "raum": 288105313.0,
      "count": 1
    },
    "pooled_investment_vehicles": {
      "raum": 347999582.0,
      "count": 5
    }
  },
  "compensation_types": [
    "percentage_of_aum",
    "performance_based"
  ],
  "advisory_activities": [
    "portfolio_management_investment_companies",
    "portfolio_management_pooled_vehicles"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CA"
  ],
  "websites": [
    "https://linkedin.com/company/merritt-point-partners-llc"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/298680",
  "city_as_filed": "OAKLAND",
  "url": "https://advisorcensus.com/firm/merritt-point-partners-llc-oakland-ca-298680",
  "display_name": "Merritt Point Partners LLC",
  "summary": "Merritt Point Partners LLC is an SEC-registered investment advisory firm in Oakland, CA, registered since 2026, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated April 22, 2026.",
  "citation": "AdvisorCensus. Merritt Point Partners LLC (CRD 298680): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Performance-based fees"
  ],
  "advisory_activity_labels": [
    "Portfolio management for investment companies (and business development companies)",
    "Portfolio management for pooled investment vehicles (other than investment companies)"
  ],
  "quick_answers": [
    {
      "q": "How is Merritt Point Partners LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Merritt Point Partners LLC reports these compensation arrangements: a percentage of assets under its management; performance-based fees."
    },
    {
      "q": "What does Merritt Point Partners LLC's brochure say about its fees?",
      "a": "Its Form ADV Part 2A brochure dated April 21, 2026 states: Asset-based fee: 1.5% to 2% a year (a range, as the brochure states it). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Merritt Point Partners LLC located?",
      "a": "Merritt Point Partners LLC's principal office is in Oakland, CA, according to its Form ADV."
    },
    {
      "q": "Is Merritt Point Partners LLC registered with the SEC or a state?",
      "a": "Merritt Point Partners LLC is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 298680."
    },
    {
      "q": "How much does Merritt Point Partners LLC manage?",
      "a": "Merritt Point Partners LLC reports $636,104,895 in regulatory assets under management in its Form ADV filing dated April 22, 2026 (100% discretionary)."
    },
    {
      "q": "What types of clients does Merritt Point Partners LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (5); investment companies (1)."
    },
    {
      "q": "Does Merritt Point Partners LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/298680"
    },
    {
      "q": "What changed in Merritt Point Partners LLC's recent Form ADV filings?",
      "a": "In the May 2026 filing data: Updated its list of owners and control persons (Schedule A)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": null,
      "filing_date": "2021-03-30"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": null,
      "filing_date": "2022-03-25"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": null,
      "filing_date": "2023-04-28"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": null,
      "filing_date": "2024-03-27"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": null,
      "filing_date": "2025-03-28"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 636104895.0,
      "total_employees": 4,
      "filing_date": "2026-04-22"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-05-01",
      "period_label": "May 2026",
      "notes": [
        "Updated its list of owners and control persons (Schedule A)."
      ]
    },
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Updated its list of owners and control persons (Schedule A)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated April 21, 2026",
    "tiers": [],
    "flat_rate": null,
    "stated_range": "1.5% to 2% a year",
    "stated_maximum": null,
    "account_minimum": null,
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "figures": [
      {
        "label": "Asset-based fee",
        "statements": [
          "Asset-based fee: 1.5% to 2% a year (a range, as the brochure states it)"
        ],
        "quotes": [
          "The Funds charge an annual management fee which ranges from 1.5% to 2%, and is paid quarterly in advance."
        ]
      }
    ],
    "quotes": [
      "The Funds charge an annual management fee which ranges from 1.5% to 2%, and is paid quarterly in advance."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/merritt-point-partners-llc-oakland-ca-298680.md",
  "clients": [
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 1,
      "fewer_than_5": false,
      "raum": 288105313.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 5,
      "fewer_than_5": false,
      "raum": 347999582.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/298680",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}