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- Custodian
- Charles Schwab & Company · Interactive Brokers · Morgan Stanley
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 09-12-2016
- Office Locations
- 1
Office Locations
About Merlin Asset Management
Merlin Asset Management is an investment manager focused on concentrated, high-conviction portfolios of innovative growth companies, built without benchmark, sector, or industry constraints. The firm runs benchmark-agnostic, low-turnover strategies across large-cap, SMID-cap, and small-cap growth (typically 25-stock focused portfolios). Differentiated by a rigorous, data-driven process informed by neuroscience and the founder’s clinical-psychology background to help mitigate cognitive bias.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Vehicles
Platform
Services
Technology
Owner & Executives
MICHAEL OBUCHOWSKI
Chief Compliance Officer, Chief Investment Officer, Managing Member
- CRD
- #4705300
- Ownership
- 75% or more
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $50,211,696 | $725,646 |
| Non-Discretionary | $0 | -- |
| Total | $50,211,696 | $725,646 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Derivatives | Available | Available |
| Public Funds | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2024
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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