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| Merrion Investment Management Co LLC
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| CRD # | 139143 |
| SEC # | 801-65917 |
| CIK # | 0001383782 |
| AUM | $212.7 M (2025-05-15) |
| Employees | 6 (50% Investors, 0% Brokers) |
| Phone | 908-654-0033 |
| Address | 184 North Ave East Cranford, NJ 07016 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001383782 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Cameco Corp | 14.9 | ||
| Leucadia National Corp | 11.3 | ||
| Nvidia Corp | 10.4 | ||
| Alphabet Inc | 10.0 | ||
| Apple Inc | 7.8 | ||
| MGM Resorts International | 3.9 | ||
| Goldman Sachs Group Inc | 3.9 | ||
| GS Acquisition Holdings Corp | 3.9 | ||
| Microsoft Corp | 3.4 | ||
| NVE Corp /New/ | 3.2 | ||
| GE Vernova Inc | 3.0 | ||
| Corning Inc /NY | 2.7 | ||
| Marathon Petroleum Corp | 2.6 | ||
| Canadian Natural Resources Ltd | 2.5 | ||
| Navios Maritime Partners LP | 2.4 | ||
| Halliburton Co | 2.4 | ||
| American International Group Inc | 2.4 | ||
| Constellation Energy Corp | 2.4 | ||
| Triple Flag Precious Metals Corp | 2.1 | ||
| Vitesse Energy Inc | 1.9 | ||
| Gallagher Arthur J & Co | 1.6 | ||
| Johnson & Johnson | 1.5 | ||
| Netflix Inc | 1.4 | ||
| Micron Technology Inc | 1.4 | ||
| Costco Wholesale Corp /NEW | 1.4 | ||
| Exxon Mobil Corp | 1.4 | ||
| Amazon Com Inc | 1.3 | ||
| AbbVie Inc | 1.3 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 14 | 4.7 |
| (b) Individuals (high net worth individuals) | 25 | 120.0 |
| (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 | 87.6 |
| (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 | 0.4 |
| (n) Other | 0 | 0.0 |
| Total | 86 | 212.7 |
| By Discretionary | ||
| Discretionary | 86 | 212.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 86 | 212.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 212.7 | |
| Total | 86 | 212.7 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001383782] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Cannon Wealth Management Services LLC
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|
NC | 0.2 |
|
Bush Investment Group LLC
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|
GA | 0.2 |
|
Noble Wealth Management Inc
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CA | 0.2 |
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MFG Family Office LLC
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0.2 | |
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Wealthmd Corporation
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|
KY | 0.2 |
|
Richardson Financial Services Inc
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|
MA | 0.2 |
|
Ironwood Wealth Management Inc
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|
WV | 0.2 |
|
Talisman Wealth Advisors LLC
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|
NJ | 0.2 |
|
Redwood Financial Planning LLC
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|
NJ | 0.2 |
|
Integrated Capital Management Inc
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|
PA | 0.2 |