MERRION INVESTMENT MANAGEMENT CO, LLC

Overview

Merrion Investment Management Co, LLC is a small, equity-focused advisory firm that manages portfolios primarily for high-net-worth individuals, families and institutions. The firm runs discretionary strategies with a clear tilt toward exchange-traded equities and large-cap names, and it charges fees based on a percentage of assets under management. Merrion conducts portfolio management for both individual/small business accounts and for business or institutional clients. The adviser does not position itself as an active ESG investor. Investment activity centers on concentrated public equity allocations supplemented by third-party alternative exposure. The firm uses mutual funds for some exposures but also allocates to hedge funds and real estate strategies when seeking diversification or non-correlated returns.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices