# DealPoint Merrill

DealPoint Merrill is a Multi Family Office based in Woodland Hills, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Woodland Hills, United States
- **Region:** North America
- **Address:** Woodland Hills, United States
- **Founded:** 2012
- **Assets under management:** Undisclosed
- **Website:** dealpointmerrill.com
- **LinkedIn:** https://www.linkedin.com/company/dealpoint-merrill

## Regulatory record

- **Reports private funds:** No

## About

DealPoint Merrill was established as a multi-family office vehicle. David Frank serves as CEO while Sterling McGregor holds the role of president. The firm operates from its base in Woodland Hills and maintains an integrated platform that covers the full lifecycle of commercial real estate assets. The firm targets value-add, opportunistic, and development opportunities in real estate. Asset classes include retail centers, self-storage facilities, and mixed-use properties. DealPoint Merrill executes through direct ownership, SPVs, and co-investment structures. Confirmed holdings encompass Belle Oaks Marketplace in Richmond Heights, Ohio, The Shops at Pearl & 130th in Parma Heights, Ohio, Centennial Plaza in Meriden, Connecticut, and multiple former anchor retail sites in Missouri, Michigan, Oklahoma, Arizona, Texas, and Iowa. Activity spans North America with a primary focus on the United States. The team includes Jim Kamradt as chief risk officer, appointed February 2025, Dave Rumsey as chief investment officer, and Jason Limbert as director of acquisitions. DealPoint Merrill maintains affiliations such as membership in the International Council of Shopping Centers. February 2025: Appointed Jim Kamradt as Chief Risk Officer. The firm also oversees affiliated management entities including JustStorage. DealPoint Merrill's structure as a wholly-owned affiliate of a family office creates a direct alignment between ownership and operational execution. This setup supports internal decision-making on acquisitions and redevelopment without reliance on external fund vehicles. The model favors control over asset management and investor co-investment participation.

## Sectors

- Real Estate
- PropTech
- Distressed & Turnaround

## People

- David Frank — CEO
- Sterling McGregor — President
- Jim Kamradt — Chief Risk Officer
- Dave Rumsey — Chief Investment Officer
- Jason Limbert — Director of Acquisitions

## Questions

### Who runs investment decisions at DealPoint Merrill?

David Frank serves as CEO and Sterling McGregor as president. Dave Rumsey acts as chief investment officer. Jason Limbert directs acquisitions.

### How does DealPoint Merrill source proprietary deal flow?

The firm leverages long-standing relationships with financial institutions and private investors built over more than 41 years by its principals and affiliated companies.

### Is DealPoint Merrill structured as a single family office or does it operate more like a venture firm?

DealPoint Merrill functions as a multi-family office. It operates through direct ownership and co-investment structures rather than external venture-style funds.

### Does DealPoint Merrill participate in fund commitments or only direct deals?

The firm executes through direct co-investments and SPVs. It does not commit to third-party funds as a primary activity.

### What investment stages does DealPoint Merrill typically target?

The firm focuses on development, opportunistic, and value-add stages within commercial real estate.

### Where does the underlying wealth come from?

The firm is a wholly-owned affiliate of a family office. Specific wealth origin details are not publicly disclosed.

### What is DealPoint Merrill's known posture on co-investments alongside external GPs?

DealPoint Merrill aligns investor interests through co-investment. It maintains direct control over acquisitions, redevelopment, and operations.

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- [D Cubed Group](https://altss.com/profile/d-cubed-group-family-office)
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Last updated: 2026-06-03T20:00:00.000Z

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