Merchants Investment Partners, Llc
- Regulatory AUM
- $608M
- Discretionary
- $608M
- Clients
- 3
- Avg AUM / client
- $203M
- Accounts
- 3
- Employees
- 11
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Jun 10, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 3 | $608M | 100.0% |
Private funds (3)
Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $850M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Merchants Capital 2021 Fli, Lp | Real Estate Fund | Delaware | $456M | 2 |
| Merchants Healthcare Fund I, Lp master | Private Equity Fund | Delaware | $381M | 29 |
| Merchants Healthcare Fund I Offshore, Lp feeder | Private Equity Fund | Cayman Islands | $13.7M | 1 |
People (3)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Petrie, Michael, F | Chairman & Chief Executive Officer | Oct 2006 (20y) | ≈ 18.75% – 50% via Merchants Bancorp | |
| Gibson, Evan, A | Authorized Signatory | Dec 2020 (6y) | Less than 5% | |
| Oznick, Terry, Allan | Chief Compliance Officer | Dec 2020 (6y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Merchants Bancorp | Owner | Dec 2020 | A | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Petrie, Michael, F: 25% – 50% of Merchants Bancorp × 75% – 100% direct ≈ 18.75% – 50% 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 (3, $850M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Merchants Capital 2021 Fli, Lp | Real Estate Fund | $456M | $0 | 2 |
| Merchants Healthcare Fund I, Lp | Private Equity Fund | $381M | $500K | 29 |
| Merchants Healthcare Fund I Offshore, Lp | Private Equity Fund | $13.7M | $0 | 1 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/10/2026 | 1.8 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
- • Other fees
- • BASE SALARY
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: Jun 10, 2026.
View current Form ADV (SEC/IAPD) ↗