Merlin Capital is an investment advisor in Boston with $110.18 mm assets under management.
Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
1128430
SEC advisor number
801-108253
FINRA CRD number
284790
AUM ?
$110.18 mm
(as of 12 Mar 22)
Accounts
44
(as of 12 Mar 22)
Employees
1
(1 investment advisory or research)
Office hours
Monday - Friday, BY APPOINTMENT
Brochures
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Obuchowski, Michael | Managing Member & Chief Compliance Officer | 06/2012 | > 75% |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
5 Feb 24
13F-HR
Quarterly holdings report by institutional manager
13 Nov 23
13F-HR/A
Quarterly holdings report by institutional manager (amended)
10 Aug 23
13F-HR
Quarterly holdings report by institutional manager
9 Aug 23
13F-HR
Quarterly holdings report by institutional manager
15 May 23
13F-HR
Quarterly holdings report by institutional manager
13 Feb 23
13F-HR
Quarterly holdings report by institutional manager
14 Nov 22
13F-HR
Quarterly holdings report by institutional manager
20 Jul 22
13F-HR
Quarterly holdings report by institutional manager
16 May 22
13F-HR
Quarterly holdings report by institutional manager
14 Mar 22