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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 15, 2022
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| ADAMS, RAMONA, ANNA | I | VICE PRESIDENT | NA | Control |
| ADAMS, RAMONA, ANNA | I | DIRECTOR, CCO | NA | Control |
| ADAMS, RAMONA, ANNA | I | DIRECTOR, CCO | NA | Control |
| ADAMS, RAMONA, ANNA | I | DIRECTOR, CCO | NA | Control |
| ADAMS, RAMONA, ANNA | I | DIRECTOR, CCO | NA | Control |
| ADAMS, RAMONA, ANNA | I | DIRECTOR, CCO | NA | Control |
| ADAMS, RAMONA, ANNA | I | VICE PRESIDENT | NA | Control |
| ADAMS, RAMONA, ANNA | I | DIRECTOR, CCO | NA | Control |
| ADAMS, RAMONA, ANNA | I | VICE PRESIDENT | NA | Control |
| ADAMS, RAMONA, ANNA | I | MANAGING DIRECTOR, CCO | NA | Control |
| ADAMS, RAMONA, ANNA | I | MANAGING DIRECTOR, CCO | NA | Control |
| ADAMS, RAMONA, ANNA | I | MANAGING DIRECTOR, CCO | NA | Control |
| ADAMS, RAMONA, ANNA | I | MANAGING DIRECTOR, CCO | NA | Control |
| ADAMS, RAMONA, ANNA | I | MANAGING DIRECTOR, CCO | NA | Control |
| ADAMS, RAMONA, ANNA | I | MANAGING DIRECTOR, CCO | NA | Control |
| ADAMS, RAMONA, ANNA | I | MANAGING DIRECTOR, CCO | NA | Control |
| DYER, MARY, JOHANNA | I | VICE PRESIDENT, CHIEF ADMINISTRATIVE OFFICER | NA | Control |
| DYER, MARY, JOHANNA | I | VICE PRESIDENT, CHIEF ADMINISTRATIVE OFFICER | NA | Control |
| DYER, MARY, JOHANNA | I | DIRECTOR, CHIEF ADMINISTRATIVE OFFICER | NA | Control |
| DYER, MARY, JOHANNA | I | VICE PRESIDENT, CHIEF ADMINISTRATIVE OFFICER | NA | Control |
| DYER, MARY, JOHANNA | I | MANAGING DIRECTOR | NA | Control |
| DYER, MARY, JOHANNA | I | MANAGING DIRECTOR | NA | Control |
| DYER, MARY, JOHANNA | I | MANAGING DIRECTOR | NA | Control |
| DYER, MARY, JOHANNA | I | MANAGING DIRECTOR | NA | Control |
| DYER, MARY, JOHANNA | I | MANAGING DIRECTOR | NA | Control |
| DYER, MARY, JOHANNA | I | DIRECTOR | NA | Control |
| DYER, MARY, JOHANNA | I | MANAGING DIRECTOR | NA | Control |
| DYER, MARY, JOHANNA | I | DIRECTOR | NA | Control |
| DYER, MARY, JOHANNA | I | MANAGING DIRECTOR | NA | Control |
| DYER, MARY, JOHANNA | I | MANAGING DIRECTOR | NA | Control |
| DYER, MARY, JOHANNA | I | MANAGING DIRECTOR | NA | Control |
| DYER, MARY, JOHANNA | I | MANAGING DIRECTOR | NA | Control |
| DYER, MARY, JOHANNA | I | MANAGING DIRECTOR | NA | Control |
| DYER, MARY, JOHANNA | I | MANAGING DIRECTOR | NA | Control |
| DYER, MARY, JOHANNA | I | MANAGING DIRECTOR | NA | Control |
| KARMILY, JARED, JOSHUA | I | VICE PRESIDENT | NA | |
| KARMILY, JARED, JOSHUA | I | VICE PRESIDENT | NA | |
| KARMILY, JARED, JOSHUA | I | VICE PRESIDENT | NA | |
| KIRKPATRICK, NATHAN, THOMAS | I | CO CHIEF INVESTMENT OFFICER | NA | Control |
| KIRKPATRICK, NATHAN, THOMAS | I | MANAGING PARTNER, CO CHIEF INVESTMENT OFFICER | NA | Control |
| KIRKPATRICK, NATHAN, THOMAS | I | MANAGING PARTNER, CO CHIEF INVESTMENT OFFICER | NA | Control |
| WOLFE, LOUIS, STEPHEN | I | CO-FOUNDER AND SENIOR ADVISOR | NA | |
| WOLFE, LOUIS, STEPHEN | I | CO-FOUNDER AND SENIOR ADVISOR | NA | |
| WOLFE, LOUIS, STEPHEN | I | CO-FOUNDER AND SENIOR ADVISOR | NA | |
| WOLFE, LOUIS, STEPHEN | I | CO-FOUNDER AND SENIOR ADVISOR | NA | |
| WOLFE, LOUIS, STEPHEN | I | CO-FOUNDER AND SENIOR ADVISOR | NA | |
| WOLFE, LOUIS, STEPHEN | I | CO-FOUNDER AND SENIOR ADVISOR | NA | |
| WOLFE, LOUIS, STEPHEN | I | CO-FOUNDER AND SENIOR ADVISOR | NA | |
| COTTER, ERNEST, ROBERT | I | MANAGING PARTNER, DIRECTOR, CHIEF FINANCIAL OFFICER | D | Control |
| COTTER, ERNEST, ROBERT | I | MANAGING PARTNER, DIRECTOR, CHIEF FINANCIAL OFFICER | D | Control |
| COTTER, ERNEST, ROBERT | I | MANAGING PARTNER, DIRECTOR, CHIEF FINANCIAL OFFICER | D | Control |
| COTTER, ERNEST, ROBERT | I | MANAGING PARTNER, DIRECTOR, CHIEF FINANCIAL OFFICER | D | Control |
| COTTER, ERNEST, ROBERT | I | MANAGING PARTNER, CHIEF FINANCIAL OFFICER | D | Control |
| COTTER, ERNEST, ROBERT | I | MANAGING PARTNER, CHIEF FINANCIAL OFFICER | D | Control |
| COTTER, ERNEST, ROBERT | I | MANAGING PARTNER, DIRECTOR, CHIEF FINANCIAL OFFICER | D | Control |
| COTTER, ERNEST, ROBERT | I | MANAGING PARTNER, CO CHIEF INVESTMENT OFFICER | D | Control |
| COTTER, ERNEST, ROBERT | I | MANAGING PARTNER, CO CHIEF INVESTMENT OFFICER | D | Control |
| COTTER, ERNEST, ROBERT | I | MANAGING PARTNER, DIRECTOR, CHIEF FINANCIAL OFFICER | D | Control |
| COTTER, ERNEST, ROBERT | I | MANAGING PARTNER, CHIEF FINANCIAL OFFICER | D | Control |
| COTTER, ERNEST, ROBERT | I | MANAGING PARTNER, DIRECTOR, CHIEF FINANCIAL OFFICER | D | Control |
| COTTER, ERNEST, ROBERT | I | MANAGING PARTNER, CO CHIEF INVESTMENT OFFICER | D | Control |
| COTTER, ERNEST, ROBERT | I | MANAGING PARTNER, CO CHIEF INVESTMENT OFFICER | D | Control |
| COTTER, ERNEST, ROBERT | I | MANAGING PARTNER, CO CHIEF INVESTMENT OFFICER | D | Control |
| COTTER, ERNEST, ROBERT | I | MANAGING PARTNER, CO CHIEF INVESTMENT OFFICER | D | Control |
| COTTER, ERNEST, ROBERT | I | MANAGING PARTNER, CO CHIEF INVESTMENT OFFICER | D | Control |
| COTTER, ERNEST, ROBERT | I | MANAGING PARTNER, CO CHIEF INVESTMENT OFFICER | D | Control |
| COTTER, ERNEST, ROBERT | I | MANAGING PARTNER, CO CHIEF INVESTMENT OFFICER | D | Control |
| KIRKPATRICK, NATHAN, THOMAS | I | MANAGING PARTNER, CO CHIEF INVESTMENT OFFICER | C | Control |
| KIRKPATRICK, NATHAN, THOMAS | I | MANAGING PARTNER, CO CHIEF INVESTMENT OFFICER | C | Control |
| KIRKPATRICK, NATHAN, THOMAS | I | MANAGING PARTNER, CO CHIEF INVESTMENT OFFICER | C | Control |
| KIRKPATRICK, NATHAN, THOMAS | I | MANAGING PARTNER, CO CHIEF INVESTMENT OFFICER | C | Control |
| KIRKPATRICK, NATHAN, THOMAS | I | MANAGING PARTNER, CO CHIEF INVESTMENT OFFICER | C | Control |
| WOLFE, LOUIS, STEPHEN | I | MANAGING PARTNER, DIRECTOR, CHIEF COMPLIANCE OFFICER | C | Control |
| WOLFE, LOUIS, STEPHEN | I | MANAGING PARTNER, DIRECTOR, CHIEF COMPLIANCE OFFICER | C | Control |
| WOLFE, LOUIS, STEPHEN | I | MANAGING PARTNER, DIRECTOR, CHIEF COMPLIANCE OFFICER | C | Control |
| WOLFE, LOUIS, STEPHEN | I | MANAGING PARTNER, DIRECTOR, CHIEF COMPLIANCE OFFICER | C | Control |
| WOLFE, LOUIS, STEPHEN | I | MANAGING PARTNER | C | Control |
| WOLFE, LOUIS, STEPHEN | I | MANAGING PARTNER | C | Control |
| WOLFE, LOUIS, STEPHEN | I | MANAGING PARTNER | C | Control |
| WOLFE, LOUIS, STEPHEN | I | MANAGING PARTNER, DIRECTOR, CHIEF COMPLIANCE OFFICER | C | Control |
| WOLFE, LOUIS, STEPHEN | I | MANAGING PARTNER | C | Control |
| WOLFE, LOUIS, STEPHEN | I | MANAGING PARTNER, DIRECTOR, CHIEF COMPLIANCE OFFICER | C | Control |
| KIRKPATRICK, NATHAN, THOMAS | I | MANAGING PARTNER, CO CHIEF INVESTMENT OFFICER | B | Control |
| KIRKPATRICK, NATHAN, THOMAS | I | MANAGING PARTNER, CO CHIEF INVESTMENT OFFICER | B | Control |
| WOLFE, LOUIS, STEPHEN | I | MANAGING PARTNER | B | Control |
| WOLFE, LOUIS, STEPHEN | I | MANAGING PARTNER | B | Control |
Registrations
Federal
IA
Mar 15, 2022 REGISTERED
Notice Filings (1)
CT
Address
23 OLD KINGS HIGHWAY SOUTHSUITE 100
DARIEN, CT 06820-4505
United States
Phone: 203-656-2677