Merion Investment Management LP (Bay Harbor Islands)
Merion Investment Management LP is a large advisory firm based in Bay Harbor Islands. It manages $847.97 million of regulatory assets for 5 client accounts. It has been registered with the SEC as an adviser since 2012 and has operated in the jurisdictions of Arizona and Florida.
Merion Investment Management 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 Investment Management: assets under management
The assets under management (AUM) of Merion Investment Management LP is $847.97 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 207% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
Fees & Commissions
The advisory firm has several streams of revenue. Clients pay Merion Investment Management LP for their services and products based on a percentage of assets under management and performance-based 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 Investment Management serves?
The only and largest group of clients of Merion Investment Management is pooled investment vehicles with 5 clients and $847.97 million of assets under management. Among the 7 most similar advisory firms, Merion Investment Management has the 2nd highest percentage of pooled investment vehicles out of all clients.
The amount of regulatory assets under management is $847.97 million for 5 clients. None of the firm’s clients are foreign persons or businesses.
Merion Investment Management also advises several private funds. Namely, four hedge funds. The minimum investment commitment required of non-related persons ranges from $1,000,000 to $5,000,000.
Careers at Merion Investment Management LP
The company employs 4 people that are either part- or full-time employees. 50 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There are 2 people with the role of looking for and bringing in new clients on behalf of the firm. The firm compensates employees in addition to the salary for bringing in new clients. Employees receive compensation from other entities for client referrals.
Direct owners and executive officers
Indirect Owners
The SEC currently registers 5 indirect owners.Based in Bay Harbor Islands
The principal office where Merion Investment Management LP performs its advisory services is located at 1111 Kane Councourse, Bay Harbor Islands, FL 33154, which is also the mailing address of the firm. An additional office of the firm is in Scottsdale, AZ. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number (305) 290 6020. The normal business hours are 9am-5pm on Monday - Friday. You can find more information about the New York firm at merioncap.com.
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