Merryfield Barnes, LLC
● SEC registered since 2011CRD 159862SEC# 801-72949Ithaca, NY
Reg. AUM
$124.2M
Employees
4
Accounts
476
Location
Ithaca, NY
Merryfield Barnes, LLC assets under management
Merryfield Barnes, LLC operates as an SEC-registered investment adviser based in Ithaca, NY. The firm has been registered since 2011. It reports $124.2 million in regulatory assets under management and employs 4 people.
Merryfield Barnes, LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Charles Whitney Barnes Control | Chief Compliance Officer | 25-50% | 2013 |
| Charles Whitney Barnes Control | Senior Vice President | 25-50% | 2011 |
| Dennis George Merryfield Control | Managing Member / President | Over 75% | 2011 |
Frequently asked questions
How much does Merryfield Barnes, LLC manage?
Merryfield Barnes, LLC reports $124.2 million in regulatory assets under management on its Form ADV.
How many employees does Merryfield Barnes, LLC have?
Merryfield Barnes, LLC reports 4 employees.
Where is Merryfield Barnes, LLC located?
Merryfield Barnes, LLC is based in Ithaca, NY and has been SEC-registered since 2011.
Does Merryfield Barnes, LLC disclose fund performance?
Merryfield Barnes, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 202 East State Street, Suite 301, Ithaca, NY 14850 |
| Phone | (607) 882-9988 |
| Fax | (607) 697-0464 |
| Office hours | By Appointment Only |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$124.2M▲ 10%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 89%
Larger than 11% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$124.2Mregulatory AUM
Discretionary $123.2MNon-discretionary $1M