MERRITT CAPITAL INVESTMENT ADVISORS LLC
CRD #137877 SEC #801-64976 DARIEN, CT 203-656-2677
SEC Registered Private Funds
Total AUM
$189.7M
Discretionary
$88.2M
Employees
5
Clients
0
Accounts
4
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2022 | $189.7M | $88.2M | $101.5M | 5 | 4 |
| Feb 2021 | $187M | $90M | $97M | 5 | 4 |
| Mar 2020 | $123M | $81M | $42M | 5 | 3 |
| Mar 2019 | $90.6M | $90.6M | $0 | 5 | 3 |
| Mar 2018 | $101.7M | $101.7M | $0 | 6 | 3 |
| Mar 2017 | $109.4M | $109.4M | $0 | 6 | 1 |
| Mar 2016 | $123.9M | $123.9M | $0 | 6 | 1 |
| Jun 2015 | $131.2M | $131.2M | $0 | 7 | 1 |
| Mar 2015 | $131.2M | $131.2M | $0 | 6 | 1 |
| Oct 2014 | $132.3M | $132.3M | $0 | 5 | 1 |
| Aug 2014 | $132.3M | $132.3M | $0 | 5 | 1 |
| Feb 2014 | $132.3M | $132.3M | $0 | 6 | 26 |
| Feb 2013 | $117.4M | $117.4M | $0 | 6 | 26 |
| Feb 2012 | $154.5M | $154.5M | $0 | 6 | 26 |
| Feb 2008 | $155.1M | $155.1M | $0 | 5 | -- |
| Mar 2007 | $89.4M | $89.4M | $0 | 5 | -- |
| Mar 2006 | $63.2M | $63.2M | $0 | 5 | -- |
| Nov 2005 | $50.5M | $50.5M | $0 | 5 | -- |
DateMar 2022
Total AUM$189.7M
Discretionary$88.2M
Non-Disc.$101.5M
Employees5
Clients4
DateFeb 2021
Total AUM$187M
Discretionary$90M
Non-Disc.$97M
Employees5
Clients4
DateMar 2020
Total AUM$123M
Discretionary$81M
Non-Disc.$42M
Employees5
Clients3
DateMar 2019
Total AUM$90.6M
Discretionary$90.6M
Non-Disc.$0
Employees5
Clients3
DateMar 2018
Total AUM$101.7M
Discretionary$101.7M
Non-Disc.$0
Employees6
Clients3
DateMar 2017
Total AUM$109.4M
Discretionary$109.4M
Non-Disc.$0
Employees6
Clients1
DateMar 2016
Total AUM$123.9M
Discretionary$123.9M
Non-Disc.$0
Employees6
Clients1
DateJun 2015
Total AUM$131.2M
Discretionary$131.2M
Non-Disc.$0
Employees7
Clients1
DateMar 2015
Total AUM$131.2M
Discretionary$131.2M
Non-Disc.$0
Employees6
Clients1
DateOct 2014
Total AUM$132.3M
Discretionary$132.3M
Non-Disc.$0
Employees5
Clients1
DateAug 2014
Total AUM$132.3M
Discretionary$132.3M
Non-Disc.$0
Employees5
Clients1
DateFeb 2014
Total AUM$132.3M
Discretionary$132.3M
Non-Disc.$0
Employees6
Clients26
DateFeb 2013
Total AUM$117.4M
Discretionary$117.4M
Non-Disc.$0
Employees6
Clients26
DateFeb 2012
Total AUM$154.5M
Discretionary$154.5M
Non-Disc.$0
Employees6
Clients26
DateFeb 2008
Total AUM$155.1M
Discretionary$155.1M
Non-Disc.$0
Employees5
Clients--
DateMar 2007
Total AUM$89.4M
Discretionary$89.4M
Non-Disc.$0
Employees5
Clients--
DateMar 2006
Total AUM$63.2M
Discretionary$63.2M
Non-Disc.$0
Employees5
Clients--
DateNov 2005
Total AUM$50.5M
Discretionary$50.5M
Non-Disc.$0
Employees5
Clients--