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Mezzanine Investments Ii LP (New York)


Mezzanine Investments Ii LP is a large advisory firm based in New York. It manages $34.17 million of regulatory assets for 2 client accounts. It has been registered with the SEC as an adviser since 2001.

Mezzanine Investments Ii provides portfolio management for investment companies. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Mezzanine Investments Ii: assets under management

The assets under management (AUM) of Mezzanine Investments Ii LP is $34.17 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -39% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $34.17 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $17.08 million each.

Indirect Owners

The SEC currently registers 4 indirect owners.

Name Entity Date acquired Ownership Employer ID
Inc. Merrill Lynch & Co. Shareholder (100 commmon and 130 preferred) 1 Mar 1987 75% - 100% 13-2740599
Inc. Merrill Lynch Group Shareholder (100 common)03/1987 1 Mar 1987 75% - 100% 13-3408201
Inc. Merrill Lynch & Co. Parent holding company 1 Dec 1987 75% - 100% 13-2740599
Ml Leasing Equipment Corp. Shareholder (1,100 commmon shares) 1 Jul 1989 75% - 100% 13-3082197

Based in New York

The principal office where Mezzanine Investments Ii LP performs its advisory services is located at 4 World Financial Center, New York, NY 10080 6512 The mailing address of the firm is 222 Broadway 24 Th Floor, New York, NY 10038. The firm also has an office outside of the United States.

You can reach the main office by calling the phone number 212-449-1000 or by fax 212-449-3207. The normal business hours are 9am to 5pm on Monday - Friday.


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