MERCHANTS INVESTMENT PARTNERS, LLC

CRD 314794File 801-121692

APPROVED

Custody

Filing as of Jun 10, 2026

Feed vintage Oct 1, 2026

Regulatory AUM

$607.9M

Above cohort median (national)

Discretionary AUM

$607.9M

Clients

3 accounts

Employees

Below cohort median in NY

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: NYRO
Registration date: Jul 6, 2021
Principal office: 155 EAST 44TH STREET, 14TH FLOOR, NEW YORK, NY, 10017
Phone: 317-324-4601
Website: https://merchantsip.com/

Assets & accounts

ADV Item 5F

Total regulatory AUM: $607.9M
Discretionary AUM: $607.9M
Non-discretionary AUM: $0
Discretionary accounts: 3
Non-discretionary accounts: 0
Total accounts: 3
AUM per client: $202.6M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Pooled investment vehicles	3	$607.9M

Compensation & activities

ADV Items 5E, 5G

Compensation

Other
Other (described) — BASE SALARY

Advisory activities

Portfolio management for pooled investment vehicles

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: Yes
Firm Custody Clients: Yes
Firm Custody Securities: Yes
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: Yes

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To	Change
Apr 1, 2026	Employees	8	11	increased by3
Apr 1, 2026	AUM	$711,237,025	$607,898,122	decreased by$103,338,903
May 1, 2025 vs Oct 1, 2022	Employees	4	8	increased by4
May 1, 2025 vs Oct 1, 2022	Clients	2	3	increased by1
May 1, 2025 vs Oct 1, 2022	AUM	$352,427,985	$711,237,025	increased by$358,809,040
May 1, 2025 vs Oct 1, 2022	Accounts	2	3	increased by1
Jul 1, 2022	AUM	$247,732,240	$352,427,985	increased by$104,695,745
Apr 1, 2022	Clients	1	2	increased by1
Apr 1, 2022	AUM	$185,716,648	$247,732,240	increased by$62,015,592
Apr 1, 2022	Accounts	1	2	increased by1
Dec 1, 2021	Registration	APPROVED-120	APPROVED
Dec 1, 2021	Employees	3	4	increased by1
Dec 1, 2021	Custody	No	Yes
Dec 1, 2021	AUM	$0	$185,716,648	increased by$185,716,648
Dec 1, 2021	Accounts	0	1	increased by1

On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.

See plans that list “MERCHANTS INVESTMENT” as a service provider on 5500mcp →

Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“MERCHANTS INVESTMENT” may also match similarly-named firms). Confirm identity against each filing.

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.