Phoenix Merchant Partners, LP is an SEC registered investment adviser organized as a limited partnership with a primary office location in RYE, NY. Its latest Form ADV filing, dated March 31, 2026, reports $2.1B in regulatory assets under management, 29 employees, 1 office, and 8 accounts.
Assets Under Management
$2.1B
Employees
29
Offices
1 office
Total Clients
7
Primary office
RYE, NY
555 THEODORE FREMD AVENUE, STE B304, RYE, NY, United States
Portfolio management for pooled investment vehicles
Fee models offered
2 types reported
Asset based fees
Performance-based fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentSEPARATELY MANAGED ACCOUNT represent 71.4% of total clients.
Top client categories% of clientsClients
1
SEPARATELY MANAGED ACCOUNT
71.4%
5
2
Pooled Investment Vehicles
28.6%
2
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$2.1Bas of March 31, 2026
Discretionary49.4%
$1.0B
49% of total RAUM49.4%
Non-discretionary50.6%
$1.0B
51% of total RAUM50.6%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$2.1B
Total Accounts8
10Y AUM Change+$2.1B
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees29
Clients per Employee0:1
10Y Employee Change+14 (+93.3%)
* 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.