# MERGANSER CAPITAL MANAGEMENT, INC.

MERGANSER CAPITAL MANAGEMENT, INC. of BOSTON, MA is an SEC-registered investment adviser.

## Registration

- CRD: 148380
- Type: SEC-registered investment adviser
- SEC file number: 801-69757
- Location: 99 HIGH STREET, 28TH FLOOR, BOSTON, MA, 02110-2320
- Phone: 617-494-1000
- Latest filing: 2013-07-11
- Regulatory AUM: $7.3B
- Discretionary AUM: $7.3B
- Clients: 27
- Accounts: 92

## Officers, owners & control persons (12)

| Name | Role | Location |
| --- | --- | --- |
| [KELLY CYNTHIA A](https://search.stillhousedata.com/person/729410) | CHIEF INVESTMENT OFFICER; PRESIDENT & CO-CHIEF INVESTMENT OFFICER | — |
| [BEDROSIAN EDWARD R](https://search.stillhousedata.com/person/736854) | PRESIDENT & CEO | — |
| [WOERNER RICHARD F](https://search.stillhousedata.com/person/736855) | CHIEF COMPLIANCE OFFICER | — |
| [KAZEL RONALD DANIEL](https://search.stillhousedata.com/person/786898) | ANNALY SUPERVISORY COMMITTEE; MEMBER OF MANAGEMENT COMMITTEE | — |
| [DIAMOND JEREMY](https://search.stillhousedata.com/person/786899) | ANNALY SUPERVISORY COMMITTEE; MEMBER OF MANAGEMENT COMMITTEE | — |
| [WICKEY DANIEL](https://search.stillhousedata.com/person/786900) | MEMBER OF MANAGEMENT COMMITTEE; TREASURER | — |
| [SZABO ERIC CHARLES](https://search.stillhousedata.com/person/786901) | ANNALY SUPERVISORY COMMITEE; ANNALY SUPERVISORY COMMITTEE; MEMBER OF MANAGEMENT COMMITTEE | — |
| [LYGHT ROSE-MARIE](https://search.stillhousedata.com/person/786902) | ANNALY SUPERVISORY COMMITTEE; MEMBER OF MANAGEMENT COMMITTEE | — |
| [ADDIS JEFFREY CHARLES](https://search.stillhousedata.com/person/786903) | CHIEF COMPLIANCE OFFICER | — |
| [SICILIANO MICHAEL ALFRED](https://search.stillhousedata.com/person/786904) | DIRECTOR OF SALES & MARKETING | — |
| [KETCHUM PAMELA ELLEN](https://search.stillhousedata.com/person/789969) | HEAD OF CLIENT SERVICE | — |
| [SMOCK ANDREW M](https://search.stillhousedata.com/person/796373) | CO-CHIEF INVESTMENT OFFICER | — |


## Private funds (4)

| Fund | Type | Formed | Owners | GAV | Min investment |
| --- | --- | --- | --- | --- | --- |
| MERGANSER SHORT-TERM BOND FUND LLC | Other Private Fund | — | 8 | $148.2M | $5.0M |
| MERGANSER CORE PLUS BOND FUND LLC | Other Private Fund | — | 9 | $29.9M | $5.0M |
| MERGANSER CORE BOND FUND LLC | Other Private Fund | — | 1 | $4.0M | $5.0M |
| MERGANSER INTERMEDIATE BOND FUND LLC | Other Private Fund | — | 0 | — | $5.0M |


## Fund service providers (1)

- administrator: BNY MELLON — 4 funds

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/148380/brochure
- Similar advisers: https://search.stillhousedata.com/firm/148380/similar
- Related entities: https://search.stillhousedata.com/firm/148380/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/148380

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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.