Merrion Investment Management Co, LLC

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Client assets under management

$147,484,631

Clients

63% high-net worth

Advisors

of 6 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

Very Low

Average account size

$4,608,895

About

Merrion Investment Management Co., LLC is a registered investment adviser managing approximately $244.8 million in discretionary client assets and providing both discretionary and non‑discretionary portfolio management to individuals, family trusts, and non‑profit organizations, with additional services for pension plans, corporations and institutional clients. The firm primarily constructs portfolios of exchange‑traded equities and fixed‑income securities and generally prefers client relationships of around $250,000, although minimums are negotiable.

The firm follows a research‑based investment process, using internal and third‑party analysis to identify companies with new products, regulatory or technological catalysts, or other special situations and then selecting the appropriate part of the capital structure for investment after assessing risk and potential catalysts. In separately managed accounts, MIMCo may employ borrowing and use derivatives to implement positioning or hedging decisions, an operational approach that is less common among similar advisory firms.

MIMCo recommends Schwab Advisor Services as its custodian and relies on Schwab’s execution, custody and support services while following SEC standards when it is deemed to have custody (including the use of standing letters of authorization). The firm maintains policies to treat accounts equally under its Code of Ethics, conducts quarterly account reviews, and generally does not vote proxies on clients’ behalf, offering voting guidance only when requested or on significant matters.

Client services

Portfolio management

Expertise

Active portfolio management

Fee options

Percentage

Typically 1% annually, charged quarterly in advance based on assets under management

Other

Account minimum: $250,000 (negotiable at firm's discretion)

Main office location

Merrion Investment Management Co, LLC

184 North Ave. East

Cranford NJ 07016, United States

Number of offices

Most active in

Connecticut · Florida · New Jersey · New York · South Carolina

Disclosures

Business activities & affiliations

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

Website 908-654-0033

Advisors at this firm

Andrew W

Series 63, Series 65

Cranford, NJ

Merrion Investment Management Co, LLC

Andrew Wigton is a financial advisor at Merrion Investment Management Co., LLC with 24 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Merrion Investment Management Co. since 2022, following a 16-year tenure at Merrion Securities, LLC. Merrion Investment Management Co., LLC manages approximately $244.8 million in discretionary client assets and provides portfolio management services to individuals, family trusts, non-profit organizations, pension plans, corporations, and institutional clients. The firm uses a research-based investment process focused on exchange-traded equities and fixed-income securities, and it employs operational techniques such as borrowing and derivatives in separately managed accounts.

Active portfolio management

John C

CFA®, Series 63

Cranford, NJ

Merrion Investment Management Co, LLC

John Callahan is a CFA® charterholder with 38 years of industry experience. He has been with Merrion Investment Management Co., LLC since 2012. Outside of his advisory role, he serves as Treasurer and Finance Committee Chairman of Baltusrol Golf Club and is a Trustee and Endowment Chair for the Scholarship Fund for Inner City Children, a nonprofit providing education scholarships. Merrion Investment Management Co., LLC manages approximately $244.8 million in discretionary client assets, serving individuals, family trusts, nonprofits, pension plans, corporations, and institutional clients. The firm employs a research-based investment process focused on exchange-traded equities and fixed-income securities, and may use borrowing and derivatives in separately managed accounts to implement investment strategies.

Active portfolio management

David E

Series 63, Series 65

Charleston, SC

Merrion Investment Management Co, LLC

David Erb is a financial advisor at Merrion Investment Management Co., LLC with 22 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Merrion Investment Management since 2006. Merrion Investment Management Co., LLC manages approximately $244.8 million in discretionary client assets and serves individuals, family trusts, non-profit organizations, pension plans, corporations, and institutional clients. The firm uses a research-based investment process focused on exchange-traded equities and fixed-income securities, employing borrowing and derivatives in separately managed accounts to implement positioning or hedging strategies.

Active portfolio management

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