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Merryfield Barnes, LLC

● SEC registered since 2011CRD 159862SEC# 801-72949Ithaca, NY
Export (members)
Reg. AUM
$112.9M
Employees
4
Accounts
479
Location
Ithaca, NY

Merryfield Barnes, LLC assets under management

Merryfield Barnes, LLC operates as an SEC-registered investment adviser based in Ithaca, NY. The firm has been registered since 2011. It reports $112.9 million in regulatory assets under management and employs 4 people.
www.merryfieldbarnes.comView on SEC.gov ↗

Merryfield Barnes, LLC owners & executives

3 reported
NameTitleOwnershipSince
Charles Whitney Barnes ControlChief Compliance Officer25-50%2013
Charles Whitney Barnes ControlSenior Vice President25-50%2011
Dennis George Merryfield ControlManaging Member / PresidentOver 75%2011

Frequently asked questions

How much does Merryfield Barnes, LLC manage?

Merryfield Barnes, LLC reports $112.9 million in regulatory assets under management on its Form ADV.

How many employees does Merryfield Barnes, LLC have?

Merryfield Barnes, LLC reports 4 employees.

Where is Merryfield Barnes, LLC located?

Merryfield Barnes, LLC is based in Ithaca, NY and has been SEC-registered since 2011.

Does Merryfield Barnes, LLC disclose fund performance?

Merryfield Barnes, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address202 East State Street, Suite 301, Ithaca, NY 14850
Phone(607) 882-9988
Fax(607) 697-0464
Office hoursBy Appointment Only
SEC regionNew York Regional Office (NYRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$105.4M
Non-discretionary$7.5M
Total (RAUM)$112.9M