MERLIN ASSET MANAGEMENT

MERLIN ASSET MANAGEMENT of NEWPORT, RI is an SEC-registered investment adviser (CRD 284790). Regulatory assets under management: $50.2M.

Registration

• CRD: 284790
• SEC file number: 801-108253
• Type: Registered investment adviser
• Location: 449 THAMES STREET, NEWPORT, RI, 02840
• Phone: 617 366-2650
• Latest filing: 2026-03-02
• Regulatory AUM: $50.2M
• Discretionary AUM: $50.2M
• Clients: 1
• Accounts: 68

Business model

Compensation: % of AUM.

Clients served: High net worth.

Officers, owners & control persons (1)

More on this firm

• Form ADV Part 2 brochure
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• This page as markdown (for LLM agents)
• CRD 284790 on SEC IAPD (source of record)
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