CRD: 300869
MER Capital Management, LLC
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- Custodian
- Altruist · Truist Bank · Vanguard
- Clients
- Retail
- Platforms
- Available
- Established Date
- 02-27-2019
- Office Locations
- 1
Office Locations
About MER Capital Management, LLC
MER Capital Management is a quantitative manager in Alexandria, VA delivering factor-based equity strategies via separately managed accounts and model portfolios for individuals, institutions, family offices, and other investment advisory firms. Portfolios are built systematically around fundamental stock factors linked to long-term returns. Distribution-friendly implementation includes outsourced models and SMA sleeves (custodied at Altruist).
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Investment Themes
Investment Vehicles
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Owner & Executives
MARK ELLIOTT RICARDO
Chief Investment Officer, President
- CRD
- #5608152
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $828,765 | -- |
| Non-Discretionary | $0 | -- |
| Total | $828,765 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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