Merritt Point Partners LLC

Fee-Only (% of Portfolio)

Merritt Point Partners LLC is an investment adviser that manages privately offered pooled investment funds, including commodity funds and environmental opportunities funds, as well as sub-advised funds. Merritt Point focuses on global energy, commodity, and environmental markets such as carbon allowances and emissions offsets. The firm serves institutional investors, family offices, high-net-worth individuals, and other sophisticated investors through private funds. Because Merritt Point exclusively manages private pooled investment vehicles and institutional accounts rather than direct, individual retail portfolios, the firm's services are designed for institutional and accredited investors rather than individual financial planning clients.

Assets Under Management$640M
Clients6
AdvisorsN/A
Avg. per Client$110M
Avg. per AdvisorN/A

Fee Structure

Minimum Investment:$5M
Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

Loading...
Location

0 Advisors at this firm

No advisors found for this firm.