Merrion Investment Management Co, LLC

RIASEC Registered

Total AUM

$245M

Discretionary

$245M

100% of AUM

Avg account

$3.3M

Accounts

Employees

Advisory reps

Firm details

Headquarters: Cranford, New Jersey
CRD number: 139143
Registered since: January 27, 2006
Website: www.merriongroup.net
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM
Client types: HNWI58.12%
Charitable Organizations39.57%
Individuals2.12%
Corporations / Businesses0.19%
Services: Portfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Merrion Investment Management Co, LLC is an independent registered investment adviser organized as an LLC that provides discretionary portfolio management for both individual/family clients and institutional/business clients. The firm charges fees based on a percentage of assets under management and focuses its advisory work on portfolio management for individuals, small businesses and for businesses or institutions. Merrion is registered with the SEC; its SEC registration dates to 2006. The firm’s filing indicates a preference for equity-oriented strategies and it does not identify as an active ESG investor. Ownership is structured as a domestic entity with individual ownership, and Merrion does not position itself as a capital allocator or pension consultant.