Chief Compliance Officer and Chief Operating Officer and Chief Financial Officer · Merritt Point Partners LLC
Mudit Gupta
CRD 4989304 · 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 Mudit Gupta on its Form ADV as Chief Compliance Officer and Chief Operating Officer and Chief Financial Officer, a control person.
Firms and roles
- Merritt Point Partners LLCChief Compliance Officer and Chief Operating Officer and Chief Financial OfficerPrivate fund adviser · Oakland, CA · $636M in regulatory assets
AtlasMembers
Mudit’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
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- Each firm’s assets and growth
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Colleagues named on the same filings
- Jeffrey L BairdPortfolio Manager, 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 Mudit’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.