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Merricks Capital Pty Ltd

● SEC registered since 2011CRD 157533SEC# 801-72326Melbourne
Export (members)
Reg. AUM
$2.14B
Employees
45
Accounts
10
Location
Melbourne

Merricks Capital Pty Ltd assets under management

Merricks Capital Pty Ltd is an investment advisory firm registered with the SEC based in Melbourne. The firm has been registered since 2011. It reports $2.1 billion in regulatory assets under management and employs 45 people.

Merricks Capital Pty Ltd owners & executives

7 reported
NameTitleOwnershipSince
Adrian Redlich ControlExecutive Chairman, Chief Investment Officer And DirectorUnder 5%2008
Anne Louise Forbes-Harper ControlGeneral Counsel, Company Secretary & Chief Compliance OfficerUnder 5%2021
Brendan John O'Connor ControlDirectorUnder 5%2024
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Frequently asked questions

How much does Merricks Capital Pty Ltd manage?

Merricks Capital Pty Ltd reports $2.1 billion in regulatory assets under management on its Form ADV.

How many employees does Merricks Capital Pty Ltd have?

Merricks Capital Pty Ltd reports 45 employees.

Where is Merricks Capital Pty Ltd located?

Merricks Capital Pty Ltd is based in Melbourne and has been SEC-registered since 2011.

Does Merricks Capital Pty Ltd disclose fund performance?

Merricks Capital Pty Ltd is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

AddressLevel 26, 35 Collins Street, Melbourne 3000
Phone+613 8319 8111
Fax+613 8319 8110
Office hours8 a.m. To 7 p.m. (Aest Time)
SEC regionHQ
Discloses disciplinary historyNo

Regulatory AUM

$2.14B▲ 17%
Jun '25 — $1.83BJul '25 — $1.83BAug '25 — $1.83BSep '25 — $2.1BOct '25 — $2.1BNov '25 — $2.1BDec '25 — $2.1BJan '26 — $2.1BFeb '26 — $2.1BMar '26 — $2.1BApr '26 — $2.14BMay '26 — $2.14BJun '26 — $2.14B
Jun '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 21%
Larger than 79% of 16,271 advisers
EmployeesTop 13%
More than 87% of 16,825 advisers

Assets under management

$2.14Bregulatory AUM
Discretionary $1.54BNon-discretionary $603M