Toppan Merrill is a fund manager in Memphis with $2.76 bn assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
SEC advisor number
801-108508
FINRA CRD number
285485
AUM ?
$2.76 bn
(as of 9 May 22)
Accounts
135
(as of 9 May 22)
Employees
17
(7 investment advisory or research)
Address
Toppan Merrill
3505 YUCCA DRIVE
SUITE 104
FLOWER MOUND
TX 75028
3505 YUCCA DRIVE
SUITE 104
FLOWER MOUND
TX 75028
Office hours
Monday - Friday, 8-5
Phone
800-688-1933
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Horn, Darrell, Lane | Managing Member | 09/2016 | 50-75% |
Finch, Richard, Aloysius | Member | 09/2016 | 10-25% |
West, James, Armin | Chief Executive Officer | 09/2016 | 10-25% |
Prest, Christopher, Forrest | Portfolio Manager | 09/2016 | 5-10% |
Whitehead, Woodson, Cary | Member | 09/2016 | 5-10% |
Sanders, Morgan, Flynt | Chief Compliance Officer | 01/2019 | < 5% |
Taylor, Ryan, Shane | Member | 09/2016 | 5-10% |
Ownership
Fund structure | AUM | Fund type |
---|---|---|
Principal Street Partners, LLC | $2.76 bn | |
Advantage Advisers Tax Exempt High Income Fund I, LLC | $160.63 mm | Hedge Fund |
Advantage Advisers Tax Exempt High Income Fund II, LLC | $34.00 mm | Hedge Fund |
Joshua Tree Capital, L.P. Fund | $25.31 mm | Hedge Fund |
Latest filings (excl ownership)
No filings
Latest ownership filings