Merritt Point Partners LLC: new SEC registration, $636M AUM, Oakland, CA
Merritt Point Partners LLC (Oakland, California): new SEC registration, $636M AUM, Oakland, CA. Its amount of 636 is top-decile (91st percentile of 1,149 records). Dated 167 days ago, it serves as a historical benchmark. Score 55/100. 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: 636 · 91th percentile of 1,149 NewRiaPulse records · 4.7x the median
Free preview: all 11 published fields of this record are shown below. Locked: 147 related CA NewRiaPulse records and the 6-column CSV export.
| Field | Value |
|---|---|
| Firm | Merritt Point Partners LLC |
| Legal name | Merritt Point Partners LLC |
| CRD | 298680 |
| Status | Approved |
| Registered with the SEC | 2026-05-21 |
| Latest Form ADV filing | 2026-04-22 |
| Location | Oakland, CA, United States |
| Regulatory AUM | $636,104,895 |
| Accounts | 6 |
| Employees | 4 |
| Website | https://www.linkedin.com/company/merritt-point-partners-llc/ |
| amount percentile | 91th of 1,149 (median 134, 4.7x median) |
| Peer records CSV (148 CA records) | 🔒 Click to unlock → |
| CRM-ready export with official source URLs | 🔒 Click to unlock → |
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CSV columns: Firm · AUM · Accounts · City · State · Registered · official source URL
- Source agency: SEC monthly roster of registered investment advisers (Form ADV data)
- Record date: 2026-05-21
- Data refreshed: 2026-10-28
- Refunds on request within 14 days
Top NewRiaPulse records (CA first): Ftv Capital · Owl Ventures · Beacon Coast Partners, LLC · Meson Quantitative Management LLC · Wndrco Capital Management LLC · Browse all by state and category →
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: Merritt Point Partners LLC and 148 California peers
- California NewRiaPulse records like this one: 148
- Merritt Point Partners LLC's amount: 91st percentile of 1,149 records
- Timing: Low: older than 30 days
- Estimated pipeline if you contact every California peer: $29,600 (peers × rate × deal size; an estimate from your assumptions, not a forecast)
55 / 100 Score
- $636M under management.
- Website on file.
What is the NewRiaPulse record for Merritt Point Partners LLC in Oakland, California?
Merritt Point Partners LLC received SEC registration as an investment adviser (2026-05-21) with $636,104,895 in regulatory assets under management, based in Oakland, CA.
How does Merritt Point Partners LLC compare to other California NewRiaPulse records?
This is a top-decile record: its amount of 636 is 4.7x the median of 134 across 1,149 records. It is 167 days old; check the official source for later updates before acting.
Merritt Point Partners LLC vs. top 3 peers
| Organization | Location | Amount | Percentile | Record date |
|---|---|---|---|---|
| Merritt Point Partners LLC | Oakland, CA | 636 | 91st | 2026-05-21 |
| Whiterock Wealth Design, LLC | Fayetteville, AR | 633 | 91st | 2026-06-04 |
| Florida Atlantic Securities Corp. | Miami, FL | 590 | 90th | 2026-08-05 |
| Sageone Investment Managers LLP | Pune | 691 | 91st | 2026-09-21 |
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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.