Merion Road Capital Management LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$28,648,000
Clients
27
Advisors
1
of 1 employees
About
Merion Road Capital Management provides discretionary investment management and periodic investment consulting to individuals, high‑net-worth investors and other entities through separately managed accounts and a private pooled vehicle, Merion Road Small Cap Fund, LP, for which the firm serves as general partner. The firm manages client portfolios on a discretionary basis and offers non-continuous consulting engagements as an alternative to ongoing management.
The firm’s investment approach centers on a small‑capitalization equity emphasis, operating a long/short, event‑driven strategy in the Fund while employing both long and short positions, exchange‑traded funds and active trading in separately managed accounts. Merion Road integrates risk management into position sizing and portfolio construction and uses options, futures, foreign currencies, derivatives and margin where appropriate to manage exposure and pursue opportunities.
What is distinctive for a solo independent adviser is that Merion Road sponsors and advises a private fund and serves as its general partner, an arrangement the brochure acknowledges creates conflicts that are managed through the Fund documents and internal procedures. The firm also uses performance‑based fee arrangements with qualified clients and routinely bills performance allocations annually while operating side‑by‑side management between the Fund and separate accounts—features that are uncommon among similarly sized independent advisors.
Client services
Expertise
Fee options
$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.
Main office
353 NE 91 Street
Miami Shores FL 33138
Advisors at this office
1
Most active in
Florida · Pennsylvania
Disclosures
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Forms ADV
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