MERION REALTY ADVISERS, LLC
Firm details
- Headquarters
- WYNNEWOOD, Pennsylvania
- CRD number
- 158507
- Registered since
- October 7, 2011
- Website
- merionrealtypartners.com
- Fee structure
- Percentage of AUM, Other
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Merion Realty Advisers, LLC is a registered investment adviser organized as a limited liability company and registered with the SEC since 2011. The firm is owned by an individual and positions itself as a manager of pooled real‑estate investment vehicles on behalf of institutional clients. Its primary advisory activity is portfolio management for pooled vehicles, and it also performs sponsor and general partner roles and is affiliated with real‑estate brokerage activities. Fee arrangements include a percentage of assets under management plus other fee components. Merion does not identify as an active ESG investor and is not presented as a multistate or newly formed adviser.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 7DAVID RODGERS
Senior Vice PresidentCRD 5968606
JOSEPH MARTELL
Vice PresidentCRD 4110909
JEFFREY SHUMAKER
Senior Vice PresidentCRD 5968605
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
WYNNEWOOD, PA
MONTGOMERY
Location
WYNNEWOOD, PA
Headquartered in WYNNEWOOD, PA, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.
- Metro area
- Philadelphia-Reading-Camden, PA-NJ-DE-MD
- Region
- Northeast
- County
- MONTGOMERY
- Address
- 308 E Lancaster Ave
- Time zone
- ET (UTC-5)
- Office locations
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