A complete list of active advisors currently associated with Merion Road Capital Management LLC

Warmer can help you find a great advisor at Merion Road Capital Management LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at Merion Road Capital Management LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.