Merrill Lynch Overview

  • Type
  • Wealth Management Firm

  • Year Founded
  • 1914

Year Founded

  • Professionals
  • 50

Professionals

  • AUM

  • Commitments
  • 4

Merrill Lynch General Information

Description

Merrill Lynch is a wealth management firm based in New York City, New York. Established in 1914, the firm combines financial knowledge and experience with a deep understanding of their client's needs to help their clients. The assets of the firm are managed by the executive team. This firm is a Registered Investment Adviser (RIA).

Contact Information

Website
www.ml.com
Year Founded
1914
Open To Secondaries
Open To First Time Funds
Institution Type
Wealth Management Firm
Primary Contact
Title
Managing Director & Wealth Management Advisoror
Email
Phone
Corporate Office
  • 4 World Financial Center
  • 250 Vesey Street
  • New York, NY 10080
  • United States
+1 (212)

Merrill Lynch Commitments (4)

Fund Name Fund Manager Fund Location Vintage Fund Size Commitment Date Commitment
424 Capital Wakefield, MA 2007
Quad Partners New York, NY 2006
Prelios Milan, Italy 2004
Greyrock Capital Group Walnut Creek, CA 2004
To view Merrill Lynch’s complete commitments history, request access »

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Merrill Lynch Commitment Analytics

PitchBook’s data visualizations help you see a limited partner’s commitments—showing a breakdown of activity by fund type and region, complete with performance metrics.

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Commitments by Fund Type
Commitments by Fund Type
Commitments by Region
Commitments by Region

Merrill Lynch Investment Allocations

PitchBook provides insight into a limited partner’s preferred investments, including actual and target allocations by strategy, secondary market preferences and interest in first-time funds.

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  • Target PE:
    Current PE:
    %  Actual
  • Target Real Estate:
    Real Estate:
    %  Actual
  • Target Equities:
    Current Equities:
  • Target Fixed Income:
    Fixed Income:
  • Target Cash:
    Current Cash:
Investment allocations

Merrill Lynch Team (121)

Name Title Office
Lindsay Hans President and Co-head, Merrill Wealth Management New York, NY
Eric Schimpf President & Co-Head, Merrill Wealth Management New York, NY
James Bradley Chief Financial Officer New York, NY
Daniel Osborne Managing Director & Senior Consultant New York, NY
Jen Auerbach-Rodriguez Managing Director & Director of Strategic Growth Markets New York, NY
You’re viewing 5 of 121 team members. Get the full list »

Merrill Lynch FAQs

  • When was Merrill Lynch founded?

    Merrill Lynch was founded in 1914.

  • Where is Merrill Lynch headquartered?

    Merrill Lynch is headquartered in New York, NY.

  • How many Assets Under Management (AUM) does Merrill Lynch have?

    Merrill Lynch has in assets under management.

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