Merrill Lynch Global Private Equity, Inc. is a mid-sized advisory firm based in Chicago. It manages $32.95 million of regulatory assets for 10 client accounts. It has been registered with the SEC as an adviser since 2011.
Merrill Lynch Global Private Equity provides portfolio management for pooled investment vehicles, selection of other advisers, and portfolio management for employees' securities companies. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Merrill Lynch Global Private Equity, Inc. is $32.95 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -99% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Merrill Lynch Global Private Equity, Inc. for their services and products based on performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Jeffrey Michael Atkins has been acting as President since 1 Jun 2011. Merrill Lynch International Incorporated joined the executive team most recently as the Shareholder Of Merrill Lynch Gp Inc..
The principal office where Merrill Lynch Global Private Equity, Inc. performs its advisory services is located at 135 South Lasalle Street, Chicago, IL 60603, which is also the mailing address of the firm. An additional office of the firm is in New York, NY. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 312-992-4920 or by fax 312-904-0937. The normal business hours are 9 a.m. - 5 p.m. on Monday - Friday.