Merlin Asset Management

Merlin Asset Management, established in 2016, specializes in Large Cap Growth, SMID Cap Growth, and Small Cap Growth equity investment strategies. The firm's owner, Michael Obuchowski, has been developing and managing these strategies since 2012. Merlin offers investment supervisory services on a discretionary basis, allowing clients to impose restrictions on investments. As of December 31, 2024, the firm had approximately $39,527,810 assets under management. Merlin utilizes Artificial Intelligence tools to enhance services and improve operational efficiency. For fees, Merlin typically charges a percentage of assets under management, with fees ranging from 1.35% to 0.80% based on the account value. Fees are billed quarterly and can be paid through direct debiting or by check. The firm does not accept performance-based fees. The minimum account size for opening and maintaining a separate account is $100,000, with the option to waive this requirement in certain circumstances. Merlin employs fundamental, quantitative, and macroeconomic analysis methods for security selection. The firm offers various equity investment strategies, including Merlin Large Cap Growth, SMID Cap Growth, Focused Growth, Dynamic Growth, Focus SMID Growth, and SPECTRUM50. Clients have investment discretion options, and Merlin does not take custody of client assets. The firm acts as a fiduciary, with a Code of Ethics in place to ensure fair and ethical practices. Clients can request detailed reports and have access to proxy voting policies.