Merrill Lynch Investment Managers, now part of Bank of America's wealth management division, offers a comprehensive range of financial services to individuals and institutions worldwide. The firm's investment focus spans various sectors and stages, with a global reach and the ability to participate in diverse funding rounds from seed to post-IPO.
Notable portfolio companies include Blackboard, IPG Photonics, and Symphony. As a major player in the financial services industry, Merrill Lynch leverages its extensive network and expertise to provide value-added services to its portfolio companies. The firm's investment philosophy emphasizes long-term growth and strategic partnerships across multiple industries.
Merrill Lynch Investment Managers - Portfolio Snapshot
Portfolio activity breakdown across disclosed investments and stages
Total Investments35
Current Portfolio Count26
Total Portfolio Exits3
Top Investment Stages
Series C8 (29.6%)
Series Unknown8 (29.6%)
Series B5 (18.5%)
Post Ipo Debt3 (11.1%)
Series A3 (11.1%)
Stage Mix
Series C 30%Series Unknown 30%Series B 19%Post Ipo Debt 11%Series A 11%
Concentration shown as share of disclosed investments by stage.
Similar Investment Firms
Bank of America Merrill Lynch
business.bofa.com
BNY
bny.com
Merrill Lynch Ventures
AllianceBernstein
Morgan Stanley Investment Management
morganstanley.com
Brown Brothers Harriman
Wellington Management
wellington.com
J.P. Morgan Asset Management
State Street
statestreet.com
BofA Securities
bofaml.com
Credit Suisse First Boston
credit-suisse.com
Forstmann Little
Capital Research and Management Company
capitalgroup.com
Piper Sandler Companies
pipersandler.com
Cantor Fitzgerald
cantor.com
Merrill Lynch Investment Managers - Classification
- Also Known As
- Merrill Lynch Investment Managers, L.P.
- NAICS
- 520000Finance and Insurance
- SIC
- 6000Depository Institutions
- ISIC
- 6499Other financial service activities, except insurance and pension funding activities, n.e.c.
- 6612Security and commodity contracts brokerage
Show 26 more industry codes
- NAICS
- 230000Construction
- 238000Specialty Trade Contractors
- 238200Building Equipment Contractors
- 238220Plumbing, Heating, and Air-Conditioning Contractors
- 523100Securities and Commodity Contracts Intermediation and Brokerage
- 523150Investment Banking and Securities Intermediation
- 522000Credit Intermediation and Related Activities
- 523000Securities, Commodity Contracts, and Other Financial Investments and Related Activities
- 525000Funds, Trusts, and Other Financial Vehicles
- 522100Depository Credit Intermediation
- 523900Other Financial Investment Activities
- 522110Commercial Banking
- 523910Miscellaneous Intermediation
- 523990All Other Financial Investment Activities
- 523999Miscellaneous Financial Investment Activities
- SIC
- 1700Construction-special Trade Contractors
- 1710Plumbing, Heating And Air-conditioning
- 1711Plumbing, Heating and Air-Conditioning
- 6210Security Brokers, Dealers, And Flotation Companies
- 6211Security Brokers, Dealers, And Flotation Companies
- 5000Wholesale Trade-durable Goods
- 6200Security And Commodity Brokers, Dealers, Exchanges, And Services
- 6700Holding And Other Investment Offices
- 6020Commercial Banks
- 6720Investment Offices
- 6722Management Investment Offices, Open-end