Merit Capital Partners Vi, LLC: new SEC registration, $448M AUM, Chicago, IL

Merit Capital Partners Vi, LLC (Chicago, Illinois): new SEC registration, $448M AUM, Chicago, IL. Its amount of 448 is above the median of 134 (86th percentile). Dated 176 days ago, it serves as a historical benchmark. Score 45/100. As of 2026-10-28, from SEC monthly roster of registered investment advisers (Form ADV data).

Data as of · Compiled by Zalwin from SEC monthly roster of registered investment advisers (Form ADV data)

amount: 448 · 86th percentile of 1,149 NewRiaPulse records · 3.3x the median

Free preview: all 11 published fields of this record are shown below. Locked: 56 related IL NewRiaPulse records and the 6-column CSV export.

FieldValue
FirmMerit Capital Partners Vi, LLC
Legal nameMerit Capital Partners Vi, LLC
CRD341399
StatusApproved
Registered with the SEC2026-05-13
Latest Form ADV filing2026-07-31
LocationChicago, IL, United States
Regulatory AUM$448,206,508
Accounts3
Employees19
Websitehttp://www.meritcapital.com/
amount percentile86th of 1,149 (median 134, 3.3x median)
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  • Source agency: SEC monthly roster of registered investment advisers (Form ADV data)
  • Record date: 2026-05-13
  • Data refreshed: 2026-10-28
  • Refunds on request within 14 days

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LIVE PUBLIC DATA Source: SEC monthly roster of registered investment advisers (Form ADV data) · Last refreshed: Wed, 28 Oct 2026 20:49:58 GMT

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Peer benchmark and outreach value: Merit Capital Partners Vi, LLC and 57 Illinois peers

  • Illinois NewRiaPulse records like this one: 57
  • Merit Capital Partners Vi, LLC's amount: 86th percentile of 1,149 records
  • Timing: Low: older than 30 days
  • Estimated pipeline if you contact every Illinois peer: $11,400 (peers × rate × deal size; an estimate from your assumptions, not a forecast)

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45 / 100 Score

  • $448M under management.
  • Website on file.

What is the NewRiaPulse record for Merit Capital Partners Vi, LLC in Chicago, Illinois?

Merit Capital Partners Vi, LLC received SEC registration as an investment adviser (2026-05-13) with $448,206,508 in regulatory assets under management, based in Chicago, IL.

How does Merit Capital Partners Vi, LLC compare to other Illinois NewRiaPulse records?

Its amount of 448 sits in the upper half (86th percentile) of 1,149 records; the median is 134. It is 176 days old; check the official source for later updates before acting.

Merit Capital Partners Vi, LLC vs. top 3 peers

OrganizationLocationAmountPercentileRecord date
Merit Capital Partners Vi, LLCChicago, IL44886th2026-05-13
Herndon Plant Oakley LTDCorpus Christi, TX15558th2026-09-11
Diversified Wealth Advisors, LLCKansas City, MO13852nd2026-09-24
Johnston Investment Counsel, LTD.Peoria, IL12544th2026-09-28

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✓ Read-only, live public data · Key and unlock right after payment · Card, Apple Pay, Google Pay or Link via Stripe · Refunds on request within 14 days

From the SEC's public monthly roster of registered investment advisers (Form ADV data). Firm level only: we leave out firms whose name is a person's name and never list individual representatives. Registration is not an endorsement by the SEC.

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