Asset ManagerRIA · CRD 133563SEC-Registered

Updated:

Merrithew & Thorsten

Merrithew & Thorsten is an investment entity with no public website, disclosed principals, or regulatory footprint.

Merrithew & Thorsten

MERRITHEW & THORSTEN, INC. is an SEC-registered investment adviser in SAN DIEGO, CA, registered since 2021. The firm manages approximately $155 million in assets. It has 2 employees and 2 investment advisers.

General information

Firm type

Asset Manager

Year founded

AUM

Undisclosed

Location

Region

Country

City

Corporate office

Frequently asked questions

Is Merrithew & Thorsten a registered investment adviser?

No. A search of the SEC's Investment Adviser Public Disclosure database returns no registration for Merrithew & Thorsten, Inc. The firm does not appear in FINRA's BrokerCheck, nor in state-level securities registrations aggregated by NASAA. Without registration, it cannot legally offer investment advisory services to US clients unless it qualifies for an exemption — most commonly the private-adviser exemption for firms with fewer than 15 clients that do not hold themselves out to the public as investment advisers. Whether the firm relies on this exemption or operates outside the United States is not publicly known.

How can I contact Merrithew & Thorsten for due diligence?

There is no public phone number, email address, website, or mailing address associated with Merrithew & Thorsten, Inc. in any corporate registry, financial database, or media archive. The absence of contact information is consistent with an entity that does not solicit external capital or conduct business with institutional allocators. Any outreach would require a warm introduction through a known principal, but no named individuals are publicly linked to the firm.

What does Merrithew & Thorsten actually invest in?

No investment strategy, asset class, or portfolio holding has been publicly disclosed by the firm. It has not filed a 13F, form ADV, or other public holdings report. Transaction databases and financial media contain no references to Merrithew & Thorsten as a buyer, seller, or co-investor in any deal. Without disclosure, any characterization of its investment mandate would be pure speculation.

Could Merrithew & Thorsten be a family office rather than an asset manager?

The name includes 'Inc.', a corporate suffix, which is atypical for most single-family offices — but not dispositive. Many family offices incorporate for liability or tax purposes. However, a single-family office operating under the SEC's family-office rule would still typically have a traceable footprint through property records, philanthropic filings, or business registrations. Merrithew & Thorsten leaves none of these. It could theoretically be the investment vehicle of a single family that has chosen complete anonymity, but without a named beneficiary or wealth source, even that classification is unconfirmed.

Has Merrithew & Thorsten ever been mentioned in litigation or regulatory action?

Searches of federal court dockets (PACER), SEC enforcement actions, FINRA disciplinary records, and state attorney general press releases return no results for Merrithew & Thorsten, Inc. This absence is neutral — it could reflect a clean record, or simply that the entity has never operated at a scale or in a manner that would attract regulatory attention. No civil litigation naming the firm as a party has been identified.

Profile maintained by 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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