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Merriman Management Family Office
Paul Merriman launched the firm in 1983 to oversee wealth created from his advisory work. The office operates as a multi-family platform that coordinates...
Merriman Management Family Office
Paul Merriman launched the firm in 1983 to oversee wealth created from his advisory work. The office operates as a multi-family platform that coordinates estate, tax, and investment functions for its clients. Allocations span public equities, hedge funds, private equity, real estate, and direct co-investments. Early-stage exposure includes technology and sector strategies in Digital Health, FinTech, Robotics & Automation, Supply Chain & Logistics, EdTech, AgriTech & FoodTech, and Media & Entertainment. Activity covers North America and Europe. The firm maintains the Merriman Financial Education Foundation as a separate philanthropic structure. No recent operational events from the last 24 months appear in available records. Team members include named wealth advisors and foundation directors based in Seattle. The office combines traditional multi-family services with direct investment capacity through SPVs and alternative vehicles.
General information
Firm type
Multi Family Office
Year founded
1983
Location
Region
North America
Country
United States
City
Seattle
Corporate office
Seattle, WA, United States
Principals
Paul Merriman
Founder
Aaron Spencer
Wealth Advisor
Paul Heys
Director of the Merriman Financial Education Foundation
Jeremy Burger
Principal at Merriman Wealth Management
Sector focus
Frequently asked questions
Who runs investment decisions at Merriman Management Family Office?
Paul Merriman serves as founder. Aaron Spencer acts as wealth advisor and Jeremy Burger serves as principal at the related wealth management entity.
Is Merriman Management Family Office structured as a single family office or multi-family office?
It operates as a multi-family office serving multiple client families with coordinated planning and investment services.
Does Merriman Management Family Office participate in fund commitments or only direct deals?
It uses a mix of hedge funds, private equity funds, real estate vehicles, and direct co-investments through SPVs.
What investment stages does Merriman Management Family Office typically target?
Early-stage opportunities form part of the allocation mix alongside other public and private strategies.
Where does the underlying wealth come from?
Wealth originated from Paul Merriman’s investment-advisory business established prior to the 1983 founding of the family office.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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