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MERGANSER CAPITAL MANAGEMENT

8 known aliases resolved via the canonical alias map

Market position · 2024

Plans served6-1 YoYRank #2103 of mapped providers
Assets under administration$51.1B0.1%Market share · rank #321
Fees received$2MMedian $142,400/planSum across Schedule C direct + indirect
Net wins YoY-21 won · 3 lostPlan-level switch detection
Plans served · 5-year trajectory
Bar chart with market-share annotations.
Customer-base shape
Participant bands, asset bands, top states, top NAICS.

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