Merganser Capital Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Boston, MA. Its latest Form ADV filing, dated March 30, 2026, reports $17.7B in regulatory assets under management, 32 employees, and 125 accounts.
Portfolio management for individuals and small businesses
Portfolio management for investment companies
Fee models offered
1 types reported
Asset based fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentCorporations represent 66.9% of total clients.
Top client categories% of clientsClients
1
Corporations
66.9%
83
2
Pension Plans
8.9%
11
3
Insurance Cos.
8.1%
10
4
Government
5.6%
7
5
SETTLEMENT FUND & SUBADVISORY
5.6%
7
Categories with <5 clients
High net worth individuals (HNWI)<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$17.7Bas of March 30, 2026
Discretionary100.0%
$17.7B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$17.7B
Total Accounts125
10Y AUM Change+$7.8B (+79.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees32
Clients per Employee4:1
10Y Employee Change+2 (+6.7%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.