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CRD 156890
CHICAGO, IL
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
Dated 2026-07-31 (filing); first seen by DFX 2026-09-15.
| Fund | Type | Reported GAV | As of | Owners | First reported | Status | Form D file |
|---|---|---|---|---|---|---|---|
| MERIT CAPITAL FUND VII, L.P. | Private Equity Fund | $607M | Sep 18, 2024 | 89 | Mar 30, 2021 | reported | 021-365567 |
| MERIT MEZZANINE FUND VI, L.P. | Private Equity Fund | $331M | Sep 18, 2024 | 41 | Mar 28, 2016 | reported | 021-259842 |
| MERIT MEZZANINE FUND V, L.P. | Private Equity Fund | $99.4M | Sep 18, 2024 | 23 | Feb 13, 2012 | reported | 021-135163 |
| MERIT MEZZANINE PARALLEL FUND V, L.P. | Private Equity Fund | $53.3M | Sep 18, 2024 | 9 | Feb 13, 2012 | reported | 021-135166 |
| MERIT MEZZANINE FUND IV, L.P. | Private Equity Fund | $32.5M | Nov 13, 2023 | 31 | Feb 13, 2012 | reported | 021-63762 |
| WILLIAM BLAIR MEZZANINE CAPITAL FUND III, L.P. | Private Equity Fund | $16.6M | Mar 27, 2017 | 59 | Feb 13, 2012 | dropped | n/a |
| MERIT MEZZANINE PARALLEL FUND IV, L.P. | Private Equity Fund | $4.8M | Sep 18, 2024 | 5 | Feb 13, 2012 | reported | 021-68005 |
| WILLIAM BLAIR MEZZANINE CAPITAL FUND II, L.P. | Private Equity Fund | $0 | Mar 28, 2016 | 52 | Feb 13, 2012 | dropped | n/a |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| CAMPION, THOMAS, FRANCIS | Member | B | yes | 12/2003 | Feb 13, 2012 | Sep 18, 2024 |
| JONES, DAVID, MATTHEW | Member | B | yes | 12/2003 | Feb 13, 2012 | Sep 18, 2024 |
| MACKENZIE, TIMOTHY, JOHN | Member | B | yes | 12/2003 | Feb 13, 2012 | Sep 18, 2024 |
| SHIPP, TERRANCE, MICHAEL | Member | B | yes | 12/2003 | Feb 13, 2012 | Sep 18, 2024 |
| WALFISH, MARC, JAY | Member | B | yes | 12/2003 | Feb 13, 2012 | Sep 18, 2024 |
| BOLAND, ANNE, ELIZABETH | CHIEF COMPLIANCE OFFICER/CHIEF FINANCIAL OFFICER | Na | no | 09/2024 | Sep 18, 2024 | Sep 18, 2024 |
| Related person | Type | Class on the graph | Its RAUM | Control | Common control | State |
|---|---|---|---|---|---|---|
| MERIT CAPITAL PARTNERS IV, L.P. | n/a | n/a | n/a | Y | yes | n/a |
| MERIT CAPITAL PARTNERS V, L.P. | n/a | n/a | n/a | N | yes | n/a |
| MERIT CAPITAL PARTNERS VI, L.P. | n/a | n/a | n/a | N | yes | n/a |
| MERIT CAPITAL PARTNERS VII, L.P. | n/a | n/a | n/a | N | yes | n/a |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Mar 30, 2026 | $1.4B | $1.4B | 19 | 16 | 0 | 5 | n/a |
| 2024 | Mar 28, 2025 | $1.1B | $1.1B | 18 | 15 | 0 | 4 | n/a |
| 2023 | Mar 28, 2024 | $1.1B | $1.1B | 18 | 15 | 0 | 5 | $1.1B |
| 2022 | Mar 28, 2023 | $1.2B | $1.2B | 18 | 15 | 0 | 6 | $1.2B |
| 2021 | Mar 30, 2022 | $1.6B | $1.6B | 15 | 13 | 0 | 6 | $1.6B |
| 2020 | Mar 30, 2021 | $1.3B | $1.3B | 16 | 13 | 0 | 6 | $1.3B |
| 2019 | Mar 31, 2020 | $1.1B | $1.1B | 16 | 13 | 0 | 5 | $1.1B |
| 2018 | Mar 28, 2019 | $1.1B | $1.1B | 15 | 12 | 0 | 5 | $1.1B |
| 2017 | Mar 29, 2018 | $1.0B | $1.0B | 13 | 12 | 0 | 5 | $1.0B |
| 2016 | Mar 27, 2017 | $1.1B | $1.1B | 15 | 11 | n/a | 6 | $1.1B |
| 2015 | Mar 28, 2016 | $973M | $973M | 15 | 11 | n/a | 7 | $973M |
| 2014 | Mar 30, 2015 | $859M | $859M | 15 | 11 | n/a | 6 | $859M |
| 2013 | Mar 29, 2014 | $908M | $908M | 14 | 10 | n/a | 6 | $908M |
| 2012 | Mar 28, 2013 | $929M | $929M | 14 | 10 | n/a | 6 | $929M |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $991M | $1.1B | -12.0% | $1.2B | -5.9% | 19 | 18 | 0 | 0 |