Merced Capital, L.P
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Overview
Merced Capital, L.P operates as a financial advisor company headquartered in Hopkins, Minnesota. It manages $610.3 million in assets over nine accounts, placing it among the larger investment advisory firms in the country by assets under management (AUM). Merced Capital, L.P has a small team, including 9 financial advisors. Merced Capital, L.P is not a registered broker-dealer, meaning the firm cannot buy and sell securities for its customers' and own accounts and instead has to go through a broker-dealer company to do so. Securities are defined as tradable financial investments such as equities, bonds and options.
Merced Capital, L.P manages all of the firm's accounts on a discretionary basis. Discretionary management is a structure in which an investment advisor makes transaction decisions for the client's account without requiring client approval. The firm supervises an average of $67.8 million in assets for each customer account. An average advisor at Merced Capital, L.P manages around one client account, making it one of the most individualized firms in the country.
The company's central office is at 701 Carlson Parkway, Hopkins, Minnesota 55305.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Merced Capital, L.P by the Numbers
$610.3 million
13
9
$67.8 million
Fee Structure
Fees for financial management largely depend on which services are provided. However, fees billed by the company likely include the following fee types: asset-based or performance-based. Wrap fee programs, or the practice of bundling services for a single fee, are not provided by the company.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
Unavailable
-
Find one of the 21% of firms that offer this fee type
Hourly
-
Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 32% of firms that offer this fee type
Fixed
-
Find one of the 10% of firms that offer this fee type
Other
Types of Clients
The company caters to pooled investment vehicles. Out of its nine clients, Merced Capital, L.P's biggest client type by number of accounts is pooled investment vehicles. None of the firm's customers reside abroad.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Merced Capital, L.P does not have any disclosures.
Please visit its Form ADV for more details.
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