RIA · CRD 316094Private Fund Adviser

Updated:

Townsend Mertz LLC

Townsend Mertz focuses on opportunistic real estate investing, targeting secondary and tertiary markets nationwide. In 2018 Jason and James created Townsend...

Townsend Mertz LLC

Townsend Mertz focuses on opportunistic real estate investing, targeting secondary and tertiary markets nationwide. In 2018 Jason and James created Townsend Mertz to institutionalize their real estate investment efforts. The managing directors are co-founders Jason Townsend and James Mertz.

General information

Firm type

RIA

Year founded

2018

Location

Region

North America

Country

United States

City

Houston

Corporate office

New York, NY, United States

Principals

Jonathan Mertz

Managing Member

David Townsend

Managing Member

Sector focus

Real EstatePrivate EquityHedge FundsPrivate Credit

Frequently asked questions

Who runs investment decisions at Townsend Mertz LLC?

Managing members Jonathan Mertz and David Townsend are the chief decision-makers at Townsend Mertz LLC. Both appear to operate with a hands-on approach, evaluating direct co-investments and external manager relationships directly rather than delegating to a large investment committee.

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.

Need institutional-grade insight on registered investment advisers?

Altss delivers:

Principals with verified direct contactsAllocation history by asset classOSINT-derived deal signals
Book a demo

Prefer a guided tour?

We’ll walk you through:

Interactive funding timelinesCustom mandate & allocation filters
Book a demo

Browse by category

More Houston RIA profiles