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| Merrion Investment Management Co LLC
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|---|---|
| CRD # | 139143 |
| SEC # | 801-65917 |
| CIK # | 0001383782 |
| AUM | 244.8 M (2026-02-12) |
| Employees | 6 (50% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 908-654-0033 |
| Address | 184 North Ave East Cranford, NJ 07016 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Alphabet Inc | 15.6 | ||
| Nvidia Corp | 13.0 | ||
| Apple Inc | 10.9 | ||
| Corning Inc /NY | 10.6 | ||
| Cameco Corp | 8.3 | ||
| Globalstar Inc | 7.7 | ||
| GS Acquisition Holdings Corp | 7.5 | ||
| Leucadia National Corp | 7.4 | ||
| GE Vernova Inc | 6.3 | ||
| Navios Maritime Partners LP | 6.3 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 12 | 5.2 |
| (b) Individuals (high net worth individuals) | 20 | 142.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 3 | 96.9 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 2 | 0.5 |
| (n) Other | 0 | 0.0 |
| Total | 75 | 244.8 |
| By Discretionary | ||
| Discretionary | 75 | 244.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 75 | 244.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 244.8 | |
| Total | 75 | 244.8 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001383782] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.0B |
| Serves | Institutional, Retail |
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|---|---|---|
|
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|
Boyce & Associates Wealth Consulting Inc
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|
Lederer & Associates Investment Counsel
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|
Bazis Private Wealth LLC
✚
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