Merchants Investment Partners, LLC
● SEC registered since 2021CRD 314794SEC# 801-121692New York, NY
Ranks #3,628 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$607.9M
Fund GAV
$607.9M
Private funds
3
Employees
11
Accounts
3
Location
New York, NY
Merchants Investment Partners, LLC assets under management
Merchants Investment Partners, LLC operates as an SEC-registered investment adviser based in New York, NY. The firm has been registered since 2021. It reports $607.9 million in regulatory assets under management and employs 11 people. Merchants Investment Partners, LLC manages 3 private funds with combined gross assets of $607.9 million, including Merchants Healthcare Fund I, LP. By regulatory assets, it ranks 3,628 of 6,004 private fund managers.
Merchants Investment Partners, LLC private funds
3 funds · $607.9M GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Merchants Healthcare Fund I, LP | Private Equity | $454.1M | $500K |
| Merchants Capital 2021-Fli, LP | Real Estate | $136.7M | — |
| Merchants Healthcare Fund I Offshore, LP | Private Equity | $17.1M | $500K |
Merchants Investment Partners, LLC owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Evan A Gibson Control | Authorized Signatory | Under 5% | 2020 |
| Merchants Bancorp Control | Owner | Over 75% | 2020 |
| Terry Allan Oznick Control | Chief Compliance Officer | Under 5% | 2020 |
See all 4 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Merchants Investment Partners, LLC manage?
Merchants Investment Partners, LLC reports $607.9 million in regulatory assets under management on its Form ADV.
How many private funds does Merchants Investment Partners, LLC manage?
Merchants Investment Partners, LLC manages 3 private funds with combined gross assets of $607.9 million.
How many employees does Merchants Investment Partners, LLC have?
Merchants Investment Partners, LLC reports 11 employees.
Where is Merchants Investment Partners, LLC located?
Merchants Investment Partners, LLC is based in New York, NY and has been SEC-registered since 2021.
Does Merchants Investment Partners, LLC disclose fund performance?
Merchants Investment Partners, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 155 East 44th Street, 14th Floor, New York, NY 10017 |
| Phone | 317-324-4601 |
| Office hours | 8:00 a.m. - 5:00 p.m. |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$607.9M▼ 15%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 43%
Larger than 57% of 16,271 advisers
AUM vs fund managersTop 60%
Larger than 40% of 6,004 private-fund managers
Number of fundsTop 53%
More funds than 47% of fund managers
EmployeesTop 38%
More than 62% of 16,825 advisers
Assets under management
$607.9Mregulatory AUM
Discretionary $607.9M
Fund type mix
Private Equity2
Real Estate1