Merida Capital Holdings Llc
- Regulatory AUM
- $157M
- Discretionary
- $157M
- Clients
- 11
- Avg AUM / client
- $14.3M
- Accounts
- 11
- Employees
- 10
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 31, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 11 | $157M | 100.0% |
Private funds (11)
Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $257M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Merida Capital Partners Iii Qp Lp | Private Equity Fund | Delaware | $91.4M | 216 |
| Merida Capital Partners Ii Lp | Private Equity Fund | Delaware | $42.0M | 121 |
| Mcp Wellness, Inc. | Securitized Asset Fund | Delaware | $37.5M | 30 |
| Merida Capital Partners Iv Qp Lp | Private Equity Fund | Delaware | $26.1M | 82 |
| Merida Capital Partners Iii Lp | Private Equity Fund | Delaware | $24.6M | 102 |
| Merida Capital Partners, Lp | Private Equity Fund | Delaware | $13.5M | 94 |
| Merida Capital Partners Iv Lp | Private Equity Fund | Delaware | $10.2M | 54 |
| Merida Capital Partners Iii Offshore | Private Equity Fund | Canada | $4.1M | 22 |
| Merida Capital Partners Iii Ai Lp | Private Equity Fund | Delaware | $3.8M | 94 |
| Merida Capital Partners Iv Offshore | Private Equity Fund | Delaware | $2.7M | 6 |
| Merida Infrastructure Fund Lp | Private Equity Fund | Delaware | $691K | 3 |
People (4)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Baruchowitz, Mitchell, Bryan | Managing Member | Jul 2016 (10y) | 75% or more | |
| Mellet, Therese, M | President | Jul 2019 (7y) | Less than 5% | |
| Desai, Rishi, Girish | Chief Compliance Officer, General Counsel | Aug 2021 (5y) | Less than 5% | |
| Koka, Florinda, Nmn | Chief Financial Officer | Jun 2023 (3y) | Less than 5% |
Undisclosed: 0% – 25% 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 (11, $257M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Merida Capital Partners Iii Qp Lp | Private Equity Fund | $91.4M | $250K | 216 |
| Merida Capital Partners Ii Lp | Private Equity Fund | $42.0M | $250K | 121 |
| Mcp Wellness, Inc. | Securitized Asset Fund | $37.5M | $0 | 30 |
| Merida Capital Partners Iv Qp Lp | Private Equity Fund | $26.1M | $250K | 82 |
| Merida Capital Partners Iii Lp | Private Equity Fund | $24.6M | $250K | 102 |
| Merida Capital Partners, Lp | Private Equity Fund | $13.5M | $250K | 94 |
| Merida Capital Partners Iv Lp | Private Equity Fund | $10.2M | $250K | 54 |
| Merida Capital Partners Iii Offshore | Private Equity Fund | $4.1M | $250K | 22 |
| Merida Capital Partners Iii Ai Lp | Private Equity Fund | $3.8M | $100K | 94 |
| Merida Capital Partners Iv Offshore | Private Equity Fund | $2.7M | $250K | 6 |
| Merida Infrastructure Fund Lp | Private Equity Fund | $691K | $250K | 3 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/31/2026 | 3.76 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
Allegations: WITHOUT ADMITTING OR DENYING THE FINDINGS, MISHRIKEY CONSENTED TO THE SANCTIONS AND TO THE ENTRY OF FINDINGS THAT HE CONTINUED TO BE ENGAGED IN AN OUTSIDE BUSINESS ACTIVITY WITH A MEDICAL MARIJUANA COMPANY AS A DIRECTOR OF THE COMPANY EVEN THOUGH HIS MEMBER FIRM DENIED HIS REQUEST TO PARTICIPATE IN THE OUTSIDE BUSINESS ACTIVITY. Status: Final Sanction Detail: ADVISORY AFFILIATE WAS SUSPENDED FROM ASSOCIATING IN ANY AND ALL CAPACITIES WITH ANY FINRA MEMBER FIRM FOR THREE MONTHS. START DATE - APRIL 16, 2018. END DATE - JULY 15, 2018. A FINE OF $5,000 IS PAYABLE UPON REASSOCIATION WITH A FINRA MEMBER FIRM. Summary: ADVISORY AFFILIATE WAS SUSPENDED FROM ASSOCIATING IN ANY AND ALL CAPACITIES WITH ANY FINRA MEMBER FIRM FOR THREE MONTHS. START DATE - APRIL 16, 2018. END DATE - JULY 15, 2018. A FINE OF $5,000 IS PAYABLE UPON REASSOCIATION WITH A FINRA MEMBER FIRM.
Disclosure text reproduced verbatim from the firm's own Form ADV filings.
How they charge
- • Percentage of assets under management
- • Performance-based fees
- • Other fees
- • TRANSACTIONAL FEE INCOME AND ADVISORY 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 31, 2026.
View current Form ADV (SEC/IAPD) ↗