CRANFORD, NJCRD 139143Latest ADV February 12, 2026
Merrion Investment Management Co, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Cranford, NJ. Its latest Form ADV filing, dated February 12, 2026, reports $245M in regulatory assets under management, 6 employees, 1 office, and 75 accounts.
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentHNWI represent 54.1% of total clients.
Top client categories% of clientsClients
1
HNWI
54.1%
20
2
Individuals
32.4%
12
3
Charitable
8.1%
3
4
Corporations
5.4%
2
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$245Mas of February 12, 2026
Discretionary100.0%
$245M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$245M
Total Accounts75
10Y AUM Change+$124M (+103.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees6
Clients per Employee6:1
10Y Employee Change-3 (-33.3%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.