# MERRIMAN, INC.

MERRIMAN, INC. of SEATTLE, WA is an SEC-registered investment adviser.

## Registration

- CRD: 105717
- Type: SEC-registered investment adviser
- SEC file number: 801-29500
- Location: 800 FIFTH AVENUE, SUITE 2900, SEATTLE, WA, 98104
- Phone: 206-285-8877
- Latest filing: 2012-08-16
- Regulatory AUM: $1.4B
- Discretionary AUM: $1.4B
- Clients: 11
- Accounts: 5,100

## Officers, owners & control persons (16)

| Name | Role | Location |
| --- | --- | --- |
| Dennis Tilley | DIRECTOR OF RESEARCH; RESEARCH ANALYST | Seattle, WA |
| Dennis A Tilley | DIRECTOR OF RESEARCH; RESEARCH ANALYST | Seattle, WA |
| MERRIMAN PAUL ALAN | FOUNDER; FOUNDER AND PRESIDENT; PRESIDENT | — |
| MERRIMAN-COHEN JEFFREY ALAN | BOARD MEMBER; CHIEF EXECUTIVE OFFICER; DIRECTOR OF INNOVATION (+4 more) | — |
| SPRATT DAVID STEVEN | DIRECTOR OF OPERATIONS; DIRECTOR OF OPERATIONS,  CHIEF COMPLIANCE OFFICER; DIRECTOR OF PORTFOLIO,  CHIEF COMPLIANCE OFFICER (+1 more) | — |
| MERRIMAN JULIE | N/A | — |
| COCK THOMAS C | DIRECTOR OF BUSINESS DEVELOPMENT; DIRECTOR OF EDUCATION SERVICES; DIRECTOR OF PUBLICATIONS (+2 more) | — |
| BUCK RICHARD | DIRECTOR OF PUBLICATIONS | — |
| BERKMAN GREGORY BRUCE | BOARD MEMBER; CHIEF OPERATING OFFICER; CHIEF OPPERATING OFFICER (+3 more) | — |
| LINDSTROM COLLEEN JOY | CHIEF EXECUTIVE OFFICER; CHIEF FINANCIAL OFFICER; CHIEF FINANCIAL OFFICER/CHIEF COMPLIANCE OFFICER (+1 more) | — |
| CURRAN CHERYL ANN | ADVISER REPRESENTATIVE | — |
| LEFELMAN MARINA | SHAREHOLDER | — |
| WARD EDWARD L | ADVISER REPRESENTATIVE | — |
| COHENMERRIMAN JEFFREY ALAN | VICE PRESIDENT | — |
| BROWN STEPHANIE | CHIEF COMPLIANCE OFFICER | — |
| MERRIMAN-WRAY JULIE | N/A | — |


## Private funds (1)

| Fund | Type | Formed | Owners | GAV | Min investment |
| --- | --- | --- | --- | --- | --- |
| LEVERAGED GLOBAL OPPORTUNITY FUND, L.P. | Hedge Fund | — | 67 | $32.9M | $250K |


## Fund service providers (1)

- administrator: ALPS, A DST COMPANY

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/105717/brochure
- Similar advisers: https://search.stillhousedata.com/firm/105717/similar
- Related entities: https://search.stillhousedata.com/firm/105717/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/105717

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.