Merion Realty Advisers, LLC (Wynnewood)

Name: Merion Realty Advisers, LLC
Address: 308 E. Lancaster Avenue, Wynnewood, PA, 19096
Telephone: 610-896-3000

Merion Realty Advisers, LLC is a large advisory firm based in Wynnewood. It manages $234.51 million of regulatory assets for 14 client accounts. It has been registered with the SEC as an adviser since 2012 and has operated in the jurisdictions of Delaware and Pennsylvania.

Merion Realty Advisers provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Merion Realty Advisers: assets under management

The assets under management (AUM) of Merion Realty Advisers, LLC is $234.51 million. The company doesn't manage any assets belonging to foreign clients.

Merion Realty Advisers has custody of $234.51 million in cash and securities for 14 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Merion Realty Advisers, LLC for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Merion Realty Advisers serves?

The only and largest group of clients of Merion Realty Advisers is pooled investment vehicles with 14 clients and $234.51 million of assets under management. Among the 12 most similar advisory firms, Merion Realty Advisers has the 4th highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $234.51 million for 14 clients. None of the firm’s clients are foreign persons or businesses.

Merion Realty Advisers also advises several private funds. Namely, seventeen real estate funds. The minimum investment commitment required of non-related persons ranges from $10,000 to $61,000,000.

Careers at Merion Realty Advisers, LLC

The company employs 12 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. 2 employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
William Alan Landman	Managing member, president	1 Aug 2011	25% - 50%	4342118
Richard Thomas Aljian	Managing member, executive vice president	1 Aug 2011	25% - 50%	2692622
Richard Alan Mitchell	Vice president, assistant secretary	1 Aug 2011	Other	2079522
David Andrew Clapper	Vice president, assistant secretary	1 Aug 2011	Other	5644079
Richard Adam Kwait	Chief compliance officer, senior counsel, vice president and secretary	1 Aug 2011	Other	5968604
Jeffrey Randall Shumaker	Vice president	1 Aug 2011	Other	5968605
David Roland Rodgers	Vice president	1 Aug 2011	Other	5968606
Joseph Martell	Vice president	1 Aug 2011	Other	4110909
Llc Mainline Investment Partners	Managing member	1 Aug 2011	Other	45-2845118
John Tucker Adams	Cfo, treasurer and vice president	1 Dec 2014	Other	6339922

Based in Wynnewood

The principal office where Merion Realty Advisers, LLC performs its advisory services is located at 308 E. Lancaster Avenue, Wynnewood, PA 19096 The mailing address of the firm is 308 E. Lancaster Avenue, Wynnewood, PA 19096. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 610-896-3000 or by fax 610-896-3349. The normal business hours are 8:30 am to 5:00 pm on Monday - Friday. You can find more information about the New York firm at merionrealtypartners.com and its LinkedIn profile.