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MERIT CAPITAL PARTNERS IV, L.L.C.

191 North Wacker Drive
Suite 1100
Chicago, Illinois 60606
Tel: 312-592-6111

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About MERIT CAPITAL PARTNERS IV, L.L.C.

MERIT CAPITAL PARTNERS IV, LLC, formally registered with the SEC as MERIT CAPITAL PARTNERS IV, LLC. The firm was established in 03/28/2012. They have over 1 offices throughout the country.

MERIT CAPITAL PARTNERS IV, L.L.C. is a Chicago, Illinois based Financial Planning firm with nearly $1,095,557,931 assets under management, offering retirement planning & investment advisory services to 5 clients. The firm is staffed with 18 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#156890
SEC#801-73477
Assets Managed by Firm$1,095,557,931
No. of Clients5
No. of Advisors18

Fee Structure

  • A percentage of AUM
  • Performance Based

Advisory Services Provided

  • Portfolio management for pooled investment vehicles

Firm Client Information

No. of ClientsAUM
Firm Total5$1,095,557,931

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