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MERCED CAPITAL, L.P.
701 Carlson Parkway
Suite 1110
Minnetonka, Minnesota 55305
Tel: 952-476-7200
About MERCED CAPITAL, L.P.
MERCED CAPITAL, LP, formally registered with the SEC as MERCED CAPITAL, LP. The firm was established in 02/01/2006. They have over 1 offices throughout the country.
MERCED CAPITAL, L.P. is a Minnetonka, Minnesota based Financial Planning firm with nearly $635,877,013 assets under management, offering retirement planning & investment advisory services to 8 clients. The firm is staffed with 13 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 137228 |
| SEC# | 801-65966 |
| Assets Managed by Firm | $635,877,013 |
| No. of Clients | 8 |
| No. of Advisors | 13 |
Fee Structure
- A percentage of AUM
- Performance Based
Advisory Services Provided
- Portfolio management for pooled investment vehicles
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 8 | $635,877,013 |
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