# Merrion Investment Management Co, LLC

> Merrion Investment Management Co, LLC is an SEC-registered investment advisory firm in Cranford, NJ, registered since 2006, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated February 12, 2026.

- CRD: 139143
- Filed as: MERRION INVESTMENT MANAGEMENT CO, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Cranford, NJ
- Filing period: October 2026
- Form ADV filing dated: February 12, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/139143
- AdvisorCensus page: https://advisorcensus.com/firm/merrion-investment-management-co-llc-cranford-nj-139143

## Quick answers

**How is Merrion Investment Management Co, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Merrion Investment Management Co, LLC reports these compensation arrangements: a percentage of assets under its management.

**How much does Merrion Investment Management Co, LLC charge?**
Its Form ADV Part 2A brochure dated February 12, 2026 states: Asset-based fee: 1% of assets a year. Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Merrion Investment Management Co, LLC located?**
Merrion Investment Management Co, LLC's principal office is in Cranford, NJ, according to its Form ADV.

**Is Merrion Investment Management Co, LLC registered with the SEC or a state?**
Merrion Investment Management Co, LLC is an SEC-registered investment advisory firm, registered since 2006. Status as filed: Approved. CRD 139143.

**How much does Merrion Investment Management Co, LLC manage?**
Merrion Investment Management Co, LLC reports $244,813,786 in regulatory assets under management in its Form ADV filing dated February 12, 2026 (100% discretionary).

**How have Merrion Investment Management Co, LLC's assets and staff changed since 2021?**
In the Form ADV data for Merrion Investment Management Co, LLC: Regulatory assets under management: $164,134,957 in the October 2021 data and $244,813,786 in the October 2026 data, up 49%. Total employees: 8 in October 2021 and 6 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Merrion Investment Management Co, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (20); individuals (other than high net worth individuals) (12); charitable organizations (3).

**Which custodians does Merrion Investment Management Co, LLC use?**
Merrion Investment Management Co, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Merrion Investment Management Co, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/139143

**What changed in Merrion Investment Management Co, LLC's recent Form ADV filings?**
In the March 2026 filing data: Regulatory assets under management went from $212,724,134 to $244,813,786 (+15%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Fees and minimums (Form ADV Part 2A brochure dated February 12, 2026)

- Asset-based fee: 1% of assets a year

> Investment management fees are typically 1% of assets under management. These fees may be negotiable under certain circumstances, at the sole discretion of the firm.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $244,813,786
- Discretionary: $244,813,786
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 12 | $5,193,999 |
| High net worth individuals | 20 | $142,290,632 |
| Charitable organizations | 3 | $96,864,719 |
| Corporations or other businesses not listed above | 2 | $464,436 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 2006 (20 years)
- Employees: 6 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CT, FL, NJ, NY, SC
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- merriongroup.net

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $164,134,957 | 8 | August 6, 2021 |
| October 2022 | $182,497,565 | 7 | August 1, 2022 |
| October 2023 | $156,586,093 | 6 | March 3, 2023 |
| October 2024 | $188,709,100 | 6 | July 18, 2024 |
| October 2025 | $212,724,134 | 6 | May 15, 2025 |
| October 2026 | $244,813,786 | 6 | February 12, 2026 |

Regulatory assets under management: $164,134,957 in the October 2021 data and $244,813,786 in the October 2026 data, up 49%.
Total employees: 8 in October 2021 and 6 in October 2026.

## Changes in the filing (last 12 months)

### March 2026
- Regulatory assets under management went from $212,724,134 to $244,813,786 (+15%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Merrion Investment Management Co, LLC (CRD 139143): Form ADV filing data as of October 2026.