RIA Intel›Advisers›New Jersey›MERRION INVESTMENT MANAGEMENT CO, LLC

MERRION INVESTMENT MANAGEMENT CO, LLC

Advisory

N·CRANFORD, NJ

Data as of Feb 12, 2026 · Source: SEC Form ADV

Total AUM
$245M
1-Year AUM Growth
+20.5%
3-Year CAGR
+4.8%
Employees
3
Assets Under Management
Total AUM$245M
Discretionary AUM$245M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients44
Team
Total Employees3
Investment Advisers6
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record43
First FilingJan 4, 2006
Latest FilingFeb 12, 2026
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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👥 Owners & Officers

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🏦 Client Demographics

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