# MERGANSER CAPITAL MANAGEMENT, LLC

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

## Registration

- CRD: 169258
- Type: SEC-registered investment adviser
- SEC file number: 801-78733
- Location: 99 HIGH STREET, BOSTON, MA, 02110-2320
- Phone: 617-494-1000
- Latest filing: 2026-03-30
- Regulatory AUM: $17.7B
- Discretionary AUM: $17.7B
- Clients: 32
- Accounts: 125

## Business model

- Compensation: % of AUM
- Clients served: High net worth, Pooled vehicles, Investment cos

## Officers, owners & control persons (25)

| Name | Role | Location |
| --- | --- | --- |
| Thomas James Gahan | SPECIAL INVESTMENT TRUSTEE | — |
| Marc Gerald Puglia | DIRECTOR | — |
| Andrew M Smock | CO-CHIEF INVESTMENT OFFICER, PRINCIPAL, DIRECTOR (CHAIRMAN) | — |
| Jeffrey Charles Addis | CHIEF FINANCIAL OFFICER, PRINCIPAL; CHIEF OPERATING OFFICER, PRINCIPAL | — |
| Jonathan Milton Nelson | SHAREHOLDER | — |
| Michael Joseph Gahan | INDEPENDENT TRUSTEE | — |
| Dolores R Gahan | INVESTMENT TRUSTEE | — |
| Michael Joseph Cloutier | CHIEF EXECUTIVE OFFICER, MANAGING PRINCIPAL, DIRECTOR | — |
| Kimberly Ann Voss | CHIEF COMPLIANCE OFFICER, PRINCIPAL | — |
| Paul Jude Salem | DIRECTOR | — |
| KELLY CYNTHIA A | CHAIRMAN, DIRECTOR; CHIEF EXECUTIVE OFFICER, CO-CHIEF INVESTMENT OFFICER, DIRECTOR | — |
| GAHAN THOMAS JAMES | DIRECTOR; SOLE MEMBER; SPECIAL INVESTMENT TRUSTEE | — |
| HULL ROBERT STUART | DIRECTOR | — |
| SALEM PAUL JUDE | DIRECTOR; DIRECTOR, CHAIRMAN | — |
| CLAVIN JOHN CLARKE | EXECUTIVE VICE PRESIDENT, CHIEF SALES & MARKETING OFFICER; EXECUTIVE VICE PRESIDENT, CHIEF SALES & MARKETING OFFICER, DIRECTOR | — |
| NELSON JONATHAN MILTON | SHAREHOLDER | — |
| VOSS KIMBERLY ANN | CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER, PRINCIPAL | — |
| ADDIS JEFFREY CHARLES | CHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICER AND EXECUTIVE VICE PRESIDENT; CHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICER AND PRESIDENT; CHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICER, MANAGING PRINCIPAL (+2 more) | — |
| SMOCK ANDREW M | CHIEF EXECUTIVE OFFICER, CHIEF INVESTMENT OFFICER, DIRECTOR; CHIEF EXECUTIVE OFFICER, CHIEF INVESTMENT OFFICER, DIRECTOR (CHAIRMAN); CHIEF INVESTMENT OFFICER, MANAGING PRINCIPAL, DIRECTOR (CHAIRMAN) (+2 more) | — |
| PUGLIA MARC GERALD | DIRECTOR; MANAGER | — |
| GAHAN MICHAEL JOSEPH | INDEPENDENT TRUSTEE | — |
| Gahan Delores R | INDEPENDENT TRUSTEE; INVESTMENT TRUSTEE | — |
| Wynn Jennifer K | PORTFOLIO MANAGER CHIEF DIVERSITY AND ESG OFFICER; PORTFOLIO MANAGER, CHIEF DIVERSITY AND ESG OFFICER, PRINCIPAL, DIRECTOR | — |
| CLOUTIER MICHAEL JOSEPH | CHIEF MARKETING OFFICER, MANAGING PRINCIPAL; CHIEF MARKETING OFFICER, MANAGING PRINCIPAL, DIRECTOR | — |
| Mark Joseph Nasser | CHIEF OPERATING OFFICER, PRINCIPAL | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/169258/brochure
- Similar advisers: https://search.stillhousedata.com/firm/169258/similar
- Related entities: https://search.stillhousedata.com/firm/169258/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/169258

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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.