{
  "crd_number": 291932,
  "slug": "merion-road-capital-management-llc-miami-shores-fl-291932",
  "primary_business_name": "MERION ROAD CAPITAL MANAGEMENT LLC",
  "legal_name": "MERION ROAD CAPITAL MANAGEMENT LLC",
  "dbas": [],
  "city": "Miami Shores",
  "state": "FL",
  "country": "United States",
  "cbsa_code": "33100",
  "metro": {
    "cbsa_code": "33100",
    "common_name": "Miami",
    "msa_name": "Miami-Fort Lauderdale-West Palm Beach, FL",
    "path": "/advisors/fl/miami"
  },
  "registration_type": "state",
  "registration_status": "APPROVED",
  "registration_date": "2018-05-17",
  "years_registered": 8,
  "period": "2026-10-01",
  "filing_date": "2026-03-10",
  "carried_forward": false,
  "raum_total": 34545000.0,
  "raum_discretionary": 34545000.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "25m_100m",
  "raum_band_label": "$25 million to $100 million",
  "total_employees": 1,
  "advisory_employees": 1,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 1790000.0,
      "count": 9
    },
    "high_net_worth_individuals": {
      "raum": 26858000.0,
      "count": 18
    },
    "pooled_investment_vehicles": {
      "raum": 5897000.0,
      "count": 1
    }
  },
  "compensation_types": [
    "percentage_of_aum",
    "performance_based"
  ],
  "advisory_activities": [
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "portfolio_management_pooled_vehicles"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "FL",
    "PA"
  ],
  "websites": [
    "https://merionroadcapital.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/291932",
  "city_as_filed": "MIAMI SHORES",
  "url": "https://advisorcensus.com/firm/merion-road-capital-management-llc-miami-shores-fl-291932",
  "display_name": "Merion Road Capital Management LLC",
  "summary": "Merion Road Capital Management LLC is a state-registered investment advisory firm in Miami Shores, FL, registered since 2018, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 10, 2026.",
  "citation": "AdvisorCensus. Merion Road Capital Management LLC (CRD 291932): Form ADV filing data as of October 2026.",
  "registration_type_label": "State-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Performance-based fees"
  ],
  "advisory_activity_labels": [
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for pooled investment vehicles (other than investment companies)",
    "Portfolio management for businesses (other than small businesses) or institutional clients"
  ],
  "quick_answers": [
    {
      "q": "How is Merion Road Capital Management LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Merion Road Capital Management LLC reports these compensation arrangements: a percentage of assets under its management; performance-based fees."
    },
    {
      "q": "Where is Merion Road Capital Management LLC located?",
      "a": "Merion Road Capital Management LLC's principal office is in Miami Shores, FL, according to its Form ADV."
    },
    {
      "q": "Is Merion Road Capital Management LLC registered with the SEC or a state?",
      "a": "Merion Road Capital Management LLC is a state-registered investment advisory firm, registered since 2018. Status as filed: APPROVED. CRD 291932."
    },
    {
      "q": "How much does Merion Road Capital Management LLC manage?",
      "a": "Merion Road Capital Management LLC reports $34,545,000 in regulatory assets under management in its Form ADV filing dated March 10, 2026 (100% discretionary)."
    },
    {
      "q": "What types of clients does Merion Road Capital Management LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (18); individuals (other than high net worth individuals) (9); pooled investment vehicles (other than investment companies and business development companies) (1)."
    },
    {
      "q": "Does Merion Road Capital Management LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/291932"
    }
  ],
  "filing_history": [],
  "recent_changes": [],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/merion-road-capital-management-llc-miami-shores-fl-291932.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 9,
      "fewer_than_5": false,
      "raum": 1790000.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 18,
      "fewer_than_5": false,
      "raum": 26858000.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 1,
      "fewer_than_5": false,
      "raum": 5897000.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/291932",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}