Merganser Capital Management, LLC
Boston, MA·SEC-registered · CRD #169258
Merganser Capital Management, LLC is an SEC-registered investment advisory firm in Boston, MA managing $18B across 125 client accounts, with 11 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$18B
Client accounts
125
Advisory staff
11
Fee model
Fee-only
How Merganser Capital Management, LLC is paid
Compensation arrangements disclosed on Form ADV. A fee-only firm earns fees only from clients — no product commissions.
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Common questions about Merganser Capital Management, LLC
How much does Merganser Capital Management, LLC manage?
Per its most recent SEC Form ADV filing (03/30/2026), Merganser Capital Management, LLC reports $18B in regulatory assets under management across roughly 125 client accounts.
How does Merganser Capital Management, LLC charge?
Merganser Capital Management, LLC is a fee-only firm. Its disclosed compensation arrangements are: % of assets. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Merganser Capital Management, LLC a fiduciary?
Yes. Merganser Capital Management, LLC is registered with the U.S. Securities and Exchange Commission (CRD #169258), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Merganser Capital Management, LLC taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Merganser Capital Management, LLC and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
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Profile compiled from Merganser Capital Management, LLC's public SEC Form ADV filing (CRD #169258, filed 03/30/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Merganser Capital Management, LLC. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Merganser Capital Management, LLC? Claim this profile.