Thursday, October 29, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
IN Envestnet eyes RIA benefits of Vestmark dealWSR Mercer Advisors’ Laura Combs Discusses Building A Culture Where People ThriveWSR Merchant’s Bryan Staff On Matching Capital To An RIA’s FutureIN Franklin Templeton expands RIA distribution team, eyes ETF, alts, and direct indexingWM Savvy Wealth Launches Private Markets ProgramIN RIA moves: Dynasty, Mercer Advisors, and AlphaCore add to leadershipIN Savvy Wealth opens pre-IPO private markets program to its advisorsFP Why the way advisors talk about Social Security changes claiming plansWM The Diamond Podcast for Financial Advisors: Expert AI Advice from John O'ConnellWSR How Advisors Can Steer Clients To Weather Rising Interest Rates

Chairman & Chief Executive Officer · Merchants Investment Partners, LLC

Michael F. Petrie

CRD 2130274 · Named on Form ADV at one SEC-registered adviser

At a glance

Merchants Investment Partners, LLC, an SEC-registered private fund adviser based in New York, NY with $608 million in regulatory assets, lists Michael F. Petrie on its Form ADV as Chairman & Chief Executive Officer, a control person.

Firms and roles

AtlasMembers

Michael’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
Locked
Control-person status
1 firmLocked
When each role began
Locked
Each firm’s assets and growth
Locked
Search and export owners by title, state and firm size
Locked
Open Atlas free

Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Evan A. GibsonAuthorized Signatory, Merchants Investment Partners, LLC
  • Terry A. OznickChief Compliance Officer, Merchants Investment 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 Michael’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.