MERTZ CAPITAL

MERTZ CAPITAL is an SEC-registered investment adviser (CRD 307305). Regulatory assets under management: $21.8M.

Registration

• CRD: 307305
• Type: Registered investment adviser
• Phone: 310-433-7838
• Latest filing: 2026-03-13
• Regulatory AUM: $21.8M
• Discretionary AUM: $21.8M
• Clients: 1
• Accounts: 67

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 307305 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search