# Merrion Investment Management

Merrion Investment Management is a Bank / Wealth / Trust based in Cranford, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Cranford, United States
- **Region:** North America
- **Address:** East Cranford, NJ, United States
- **Founded:** 2006
- **Assets under management:** Undisclosed
- **Website:** merriongroup.net
- **LinkedIn:** https://www.linkedin.com/company/merrioncapitall

## Regulatory record

- **CRD number:** 139143
- **SEC file number:** 801-65917
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-02-12T06:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/139143

## About

Founded in 2006 and headquartered in East Cranford, New Jersey, Merrion Investment Management operates as a registered investment adviser. The firm provides investment management, portfolio management, and retirement planning services to individuals, family trusts, pension funds, and corporations. Its client base reflects a blend of retail and institutional mandates, typical of a community-rooted wealth manager. Merrion's investment posture spans public-market portfolio management and retirement-focused advisory, though the firm does not publicly disclose a detailed asset-class breakdown. No named portfolio companies or fund commitments appear in accessible public disclosures. Operational scale remains opaque. The firm does not publish team headcount, additional office locations, or a breakdown of assets under management. No adjacent vehicles — philanthropic foundations, real-asset arms, or membership networks — are publicly linked to the firm. In May 2026, Altss research captured no verifiable recent operational events for the firm. Merrion's structural identity sits firmly in the registered investment adviser category — a fiduciary serving mixed clients from a single New Jersey location. The firm's small-town posture and broad service label contrast with the institutional specialization that family-office allocators typically screen for, making its architecture more Main Street advisory than multi-generational wealth platform.

## Sectors

- Financial Services

## Questions

### What client types does Merrion Investment Management serve?

Merrion serves individuals, family trusts, pension funds, and corporations. The firm's website highlights a mix of retail and institutional mandates under a single advisory umbrella.

### Does Merrion Investment Management disclose its assets under management?

No. Merrion does not publish an AUM figure on its website or in accessible regulatory summaries. The firm's public footprint provides no basis for an independent estimate.

### Does Merrion Investment Management co-invest alongside external GPs?

There is no public evidence of co-investment activity. The firm's disclosures emphasize advisory and portfolio-management services, without mention of fund commitments, direct deals, or co-investor clubs.

## Related profiles

- [Merrill Edge](https://altss.com/profile/merrill-edge)
- [Merry Year Social Company](https://altss.com/profile/merry-year-social-company)

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Last updated: 2026-08-11T02:43:31.692Z

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