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MERRION INVESTMENT MANAGEMENT CO, LLC
CRD 139143 · SEC 801-65917
184 NORTH AVE. EAST, CRANFORD, NJ, 07016, United States
Phone
908-654-0033
Fax
908-654-1172
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$244.8M
Discretionary AUM
$244.8M
Team
6 total employees; 3 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-02-12
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 12 | $5.2M |
| High net worth individuals | 20 | $142.3M |
| Charitable organizations | 3 | $96.9M |
| Corporations/business entities | 2 | $464K |
States served
NJ, NY, SC, CT, FL
All web addresses on file
Official SEC filing: View on IAPD