Merrion Investment Management Co, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$147,484,631
Clients
32
Advisors
3
across 2 offices
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
Expertise
Fee options
Typically 1% annually, charged quarterly in advance based on assets under management
Account minimum: $250,000 (negotiable at firm's discretion)
Main office
See office184 North Ave. East
Cranford NJ 07016
Advisors at this office
2
Offices (2)
Most active in
Connecticut · Florida · New Jersey · New York · South Carolina
Also doing business as
Merrion Alternative Investments · Merrion Investment Management Co, LLC · Merrion Investment Management, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Andrew W
Series 65, Series 63
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 licenses and has worked at Merrion Securities, LLC from 2006 to 2022 before joining Merrion Investment Management Co. in 2022. 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 employs a research-based investment process focused on exchange-traded equities and fixed-income securities, and uses techniques such as borrowing and derivatives in separately managed accounts to implement positioning or hedging strategies.
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.
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.
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