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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