Merricks Capital Pty Ltd
- Regulatory AUM
- $2.1B
- Discretionary
- $1.5B
- Clients
- 8
- Avg AUM / client
- $268M
- Accounts
- 10
- Employees
- 45
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Apr 01, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 8 | $1.5B | 71.9% |
| Other | Fewer than 5 clients | $603M | 28.1% |
Private funds (1)
Reported in Form ADV Section 7.B.(1), filing of Sep 2024 · $349M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Merricks Capital Foo Master Fund master | Hedge Fund | Cayman Islands | $349M | 15 |
People (5)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Redlich, Adrian | Executive Chairman, Chief Executive Officer, Chief Investment Officer And Director | May 2008 (18y) | 25% – 50% | |
| Forbes Harper, Anne, Louise | General Counsel, Company Secretary, Director & Chief Compliance Officer | Nov 2021 (5y) | Less than 5% | |
| Chui, Sandra, Yin Ting | Chief Operating Officer | Jun 2024 (2y) | Less than 5% | |
| Hackett, David, Malcolm | Non Executive Director | Jun 2024 (2y) | Less than 5% | |
| O'connor, Brendan, John | Director | Jul 2024 (2y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Merricks Capital Holdco Pty Ltd | Corporate Owner | Jul 2007 | A | 75% or more |
| Regal Partners Limited | Corporate Owner | Jul 2024 | B | ≈ 56.25% – 100% via Merricks Capital Holdco Pty Ltd |
Estimated effective ownership (look-through of filed bands):
- Regal Partners Limited: 75% – 100% of Merricks Capital Holdco Pty Ltd × 75% – 100% direct ≈ 56.25% – 100% of the firm
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 (1, $349M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Merricks Capital Foo Master Fund | Hedge Fund | $349M | $2.0M | 15 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/01/2026 | 1.76 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
- • Fixed fees
- • Performance-based fees
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
Custody
Firm reports it does not have 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: Apr 01, 2026.
View current Form ADV (SEC/IAPD) ↗