Advisor at Merion Road Capital Management LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Merion Road Capital Management LLC
Location
Miami Shores, FL 33138
Credentials
Series 63, Series 65
Industry experience
7 years
Aaron Sallen is the sole advisor at Merion Road Capital Management LLC in Miami Shores, FL, holding Series 63 and Series 65 licenses with seven years of industry experience. He previously worked at Napier Park Global Capital (formerly Citi Capital Advisors) from 2012 to 2016. Mr. Sallen is also the owner and manager of MRCM GP, LLC, the general partner of the Merion Road Small Cap Fund, where he actively manages the investment portfolio. Merion Road Capital Management LLC is a small, independent advisory firm that provides discretionary investment management and consulting to individuals, high-net-worth clients, and institutional and pooled entities. The firm specializes in small-cap equities with a long/short, event-driven approach and actively manages market exposure through various hedging tools and derivatives, including options and futures.
Based on Merion Road Capital Management LLC
$0+: 1.0% annually (Long Only Strategy) $0+: 1.5% annually (Long Short Strategy)
15% of annual net realized and unrealized profits for qualified clients and Fund investors.
Account minimum: $200,000 Fee-only: Annual asset-based fee of 1.0% to 1.5% depending on strategy; fees are negotiable and may be lower or waived; no commissions received.
353 Ne 91 Street
Miami Shores, FL 33138
Florida · Pennsylvania
Merion Road Capital Management LLC
2017 - Present (9 years)
None
2016 - 2017 (1 year)
Napier Park Global Capital (formerly Citi Capital Advisors)
2012 - 2016 (4 years)
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