Merced Capital, L.P.
- Regulatory AUM
- $251M
- Discretionary
- $251M
- Clients
- 7
- Avg AUM / client
- $35.9M
- Accounts
- 7
- Employees
- 5
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 25, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 7 | $251M | 100.0% |
Private funds (7)
Reported in Form ADV Section 7.B.(1), filing of Jun 2024 · $636M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Merced Partners V, L.P. | Private Equity Fund | Delaware | $243M | 43 |
| Merced Partners Limited Partnership | Hedge Fund | Delaware | $109M | 82 |
| Merced Partners Iv, L.P. | Private Equity Fund | Delaware | $98.3M | 128 |
| Agh Acquisition Partners, Llc | Private Equity Fund | Delaware | $69.0M | 15 |
| Merced Real Estate Partners Ii, L.P. master | Real Estate Fund | Delaware | $59.3M | 3 |
| Merced Non Operated Resources, L.P | Private Equity Fund | Delaware | $31.1M | 21 |
| Merced Real Estate Partners I, L.P. | Real Estate Fund | Delaware | $25.4M | 16 |
People (6)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Ericson, David, Alan | Limited Partner | Jan 2010 (17y) | 10% – 25% | |
| Anderson, Joel, William | Member | May 2013 (13y) | GP / trustee / elected manager of Series E Of Merced Capital Partners, Llc (indirect) | |
| Brown, Stuart, Bradley | Limited Partner | May 2013 (13y) | 10% – 25% | |
| Rock, Thomas, Gerard | Member | Jun 2013 (13y) | GP / trustee / elected manager of Series E Of Merced Capital Partners, Llc (indirect) | |
| Vertin, Vincent, Callahan | Chief Compliance Officer And Limited Partner | Jun 2013 (13y) | 25% – 50% | |
| Mcelroy, Joseph, Patrick | Limited Partner | Jan 2021 (6y) | 25% – 50% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Series E Of Merced Capital Partners, Llc | General Partner | May 2013 | A | Less than 5% |
Undisclosed: 0% – 30% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (7, $636M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Merced Partners V, L.P. | Private Equity Fund | $243M | $5.0M | 43 |
| Merced Partners Limited Partnership | Hedge Fund | $109M | $1.0M | 82 |
| Merced Partners Iv, L.P. | Private Equity Fund | $98.3M | $5.0M | 128 |
| Agh Acquisition Partners, Llc | Private Equity Fund | $69.0M | $0 | 15 |
| Merced Real Estate Partners Ii, L.P. | Real Estate Fund | $59.3M | $1.1M | 3 |
| Merced Non Operated Resources, L.P | Private Equity Fund | $31.1M | $100K | 21 |
| Merced Real Estate Partners I, L.P. | Real Estate Fund | $25.4M | $5.0M | 16 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/25/2026 | 2.33 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for pooled investment vehicles
Custody
Firm reports having custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 25, 2026.
View current Form ADV (SEC/IAPD) ↗