Merchants Asset Management LLC

Fee-Only (% of Portfolio)

Merchants Investment Partners manages investment funds for qualified investors, focusing on commercial real estate loans originated by its affiliate, Merchants Bank of Indiana. The funds aim to provide attractive, risk-adjusted returns through current income and return of capital. Merchants Capital Corp., another affiliate, services the loans. The firm's investment strategy involves investing in first mortgage loans secured by multi-family and healthcare projects, as well as mezzanine loans.

Assets Under Management$710M
Clients3
AdvisorsN/A
Avg. per Client$240M
Avg. per AdvisorN/A

Fee Structure

Minimum Investment:$500K
Investment management only (planning not offered)

Merchants Investment Partners manages investment funds, and the fees are detailed in the fund's offering documents. The firm and its affiliates receive a management fee based on a percentage of the total value of the fund's investments, as well as servicing fees. The fund also bears certain expenses.

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Merchants Asset Management LLC | TrueAdvisor