Merritt Point Partners LLC

Oakland, California
Registered with the U.S. Securities and Exchange Commission · CRD #298680 · Form ADV last filed April 22, 2026

SEC-registered Charges on assets No commissions No disclosures

Official SEC record

Assets under management

$636.1M

Larger than 77.3% of U.S. firms

Clients

6 accounts

Average per client

$106.0M

Assets divided by clients

Staff

3 give advice

Assets per employee

$159.0M

A rough capacity measure

Who they work with

Pensions 1 Charities 5

How they get paid

Merritt Point Partners LLC reports charging a percentage of the assets they manage for you.

It does not report earning commissions on product sales.

Portfolio management for institutionsYes

Disclosure history

Merritt Point Partners LLC reported no disciplinary disclosures on Item 11 of its latest Form ADV. That covers the firm and its associated people at the time of filing; verify the current position on the official SEC record.

Firm details

Legal nameMerritt Point Partners LLC

CRD number298680

Organised asLimited Liability Company

Registration statusApproved

Main office1999 Harrison Street 18Th Floor

Phone(510) 244-0170

Custody of client assetsYes

Similar firms in California

Karmel Capital Management LLC $636.1M The Roxborough Group $636.0M Fire Capital Management, LLC $635.5M The Salvetti Group $633.7M TCFG Investment Advisors, LLC $639.4M Libra Wealth LLC $639.8M

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Every figure on this page is taken from Merritt Point Partners LLC’s own Form ADV Part 1 filing with the SEC, last filed April 22, 2026. Retirely does not verify these figures and is not affiliated with this firm. Nothing here is advice or a recommendation to hire or avoid any adviser. Confirm the current record at adviserinfo.sec.gov.

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