Merlin Securities is one of the best prime brokerage firms in the United States. Merlin Securities was incorporated in the year 2004. It was formed by an association of knowledgeable prime brokerage and stock brokerage executives. The headquarters of Merlin Securities are located both in San Francisco and New York.
Merlin Securities offers a wide range of prime brokerage services, which include trading, advanced reporting, as well as operational facilities to hedge funds (both single and multi-primed) and mutual funds.
The state-of-the-art technology used by Merlin Securities offers a fund transparency reporting tool to the investment managers, which is dynamic in nature. The models implemented by this tool include relative and absolute performance attribution models. Some ideas have also been taken from the risk management constituents.
In the year 2007, Merlin Securities achieved the rank of the top prime brokerage firm in North America, as well as the top prime brokerage firm for single strategy funds. This is according to the data provided by the Global Custodian Prime Brokerage Survey for the year 2007.
Merlin Securities has the membership of SIPC (Securities Investor Protection Corporation) and NASD (National Association of Securities Dealers). It has opened up a new horizon in the field of prime brokerage, hedge fund management, and trading.
The financial products and services of Merlin Securities can be categorized into the following types:
Prime brokerage services (MerlinPRIME and MerlinSHARP)
Trading services (Agency Trading, Direct Market Access or DMA, Outsourced Trading)
Capital raising services
At present, the Chief Operating Officer (COO) of Merlin Securities is Aaron L. Vermut, who is also a partner of the organization.
San Francisco Office
101 California Street, Suite 2525
San Francisco, CA 94111
Tel: (415) 848-4050
New York Office
712 Fifth Avenue, 7th Floor
New York, NY 10019
Tel: (212) 822-4800
Last Updated on : 27th June 2013