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Portfolio Manager · Merritt Point Partners LLC

Jeffrey L Baird

CRD 2641796 · Named on Form ADV at one SEC-registered adviser

At a glance

Merritt Point Partners LLC, an SEC-registered private fund adviser based in Oakland, CA with $636 million in regulatory assets, lists Jeffrey L Baird on its Form ADV as Portfolio Manager, a control person.

Firms and roles

AtlasMembers

Jeffrey’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Mudit GuptaChief Compliance Officer and Chief Operating Officer and Chief Financial Officer, Merritt Point Partners LLC

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Jeffrey’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.