Merritt Point Partners LLC
● SEC registered since 2026CRD 298680SEC# 801-136317Oakland, CA
Ranks #3,570 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$636.1M
Fund GAV
$217.1M
Private funds
2
Employees
4
Accounts
6
Location
Oakland, CA
Merritt Point Partners LLC assets under management
Merritt Point Partners LLC is an SEC-registered investment adviser based in Oakland, CA. The firm has been registered since 2026. It reports $636.1 million in regulatory assets under management and employs 4 people. Merritt Point Partners LLC manages 2 private funds with combined gross assets of $217.1 million, including Merritt Point Environmental Opportunities Fund LP. By regulatory assets, it ranks 3,570 of 6,004 private fund managers.
Merritt Point Partners LLC private funds
2 funds · $217.1M GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Merritt Point Environmental Opportunities Fund LP | Other Private | $146.7M | $5M |
| Merritt Point Commodity Fund LP | Other Private | $70.4M | $5M |
Merritt Point Partners LLC owners & executives
5 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Jeffrey L Baird Control | Portfolio Manager | Under 5% | 2017 |
| Merritt Point Partners LP Control | Managing Member | Over 75% | 2026 |
| Mudit Gupta Control | Chief Compliance Officer And Chief Operating Officer And Chief Financial Officer | Under 5% | 2023 |
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Join to unlock · $37/moFrequently asked questions
How much does Merritt Point Partners LLC manage?
Merritt Point Partners LLC reports $636.1 million in regulatory assets under management on its Form ADV.
How many private funds does Merritt Point Partners LLC manage?
Merritt Point Partners LLC manages 2 private funds with combined gross assets of $217.1 million.
How many employees does Merritt Point Partners LLC have?
Merritt Point Partners LLC reports 4 employees.
Where is Merritt Point Partners LLC located?
Merritt Point Partners LLC is based in Oakland, CA and has been SEC-registered since 2026.
Does Merritt Point Partners LLC disclose fund performance?
Merritt Point Partners LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1999 Harrison Street, 18th Floor, Oakland, CA 94612 |
| Phone | (510) 244-0170 |
| Office hours | 9a.m.-5p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$636.1MNo change
Apr '26Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 42%
Larger than 58% of 16,271 advisers
AUM vs fund managersTop 59%
Larger than 41% of 6,004 private-fund managers
Number of fundsTop 63%
More funds than 37% of fund managers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$636.1Mregulatory AUM
Discretionary $636.1M
Service providers
Auditor
Prime broker
Administrator