MERRION INVESTMENT MANAGEMENT CO, LLC
CRD #139143 SEC #801-65917 CRANFORD, NJ 908-654-0033
SEC Registered
Total AUM
$212.7M
Discretionary
$212.7M
Employees
6
Clients
--
Accounts
86
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| May 2025 | $212.7M | $212.7M | $0 | 6 | 0 |
| Feb 2025 | $212.7M | $212.7M | $0 | 6 | 0 |
| Jul 2024 | $188.7M | $188.7M | $0 | 6 | 0 |
| Feb 2024 | $188.7M | $188.7M | $0 | 6 | 0 |
| Mar 2023 | $156.6M | $156.6M | $0 | 6 | 0 |
| Oct 2022 | $182.5M | $182.5M | $0 | 7 | 0 |
| Aug 2022 | $182.5M | $182.5M | $0 | 7 | 0 |
| May 2022 | $182.5M | $182.5M | $0 | 7 | 0 |
| May 2022 | $182.5M | $182.5M | $0 | 7 | 0 |
| Mar 2022 | $182.5M | $182.5M | $0 | 7 | 0 |
| Mar 2022 | $182.5M | $182.5M | $0 | 7 | 0 |
| Oct 2021 | $164.1M | $164.1M | $0 | 8 | 0 |
| Aug 2021 | $164.1M | $164.1M | $0 | 8 | 0 |
| May 2021 | $164.1M | $164.1M | $0 | 8 | 0 |
| Mar 2021 | $164.1M | $164.1M | $0 | 8 | 0 |
| Jun 2020 | $135.3M | $135.3M | $0 | 8 | 0 |
| Mar 2020 | $135.3M | $135.3M | $0 | 8 | 0 |
| Aug 2019 | $112.9M | $112.9M | $0 | 8 | 0 |
| Feb 2019 | $112.9M | $112.9M | $0 | 8 | 0 |
| Oct 2018 | $129.9M | $129.9M | $0 | 8 | 0 |
| May 2018 | $129.9M | $129.9M | $0 | 8 | 0 |
| Mar 2018 | $129.9M | $129.9M | $0 | 8 | 0 |
| Mar 2017 | $120.5M | $120.5M | $0 | 9 | 26 |
| Oct 2016 | $107.9M | $107.9M | $0 | 8 | 26 |
| Jul 2016 | $107.9M | $107.9M | $0 | 8 | 26 |
| Mar 2016 | $107.9M | $107.9M | $0 | 8 | 26 |
| Mar 2015 | $114.7M | $114.7M | $0 | 8 | 26 |
| Dec 2014 | $117.8M | $117.8M | $0 | 10 | 26 |
| Mar 2014 | $117.8M | $117.8M | $0 | 10 | 26 |
| Dec 2013 | $105.5M | $85.8M | $19.7M | 10 | 26 |
| Mar 2013 | $105.5M | $85.8M | $19.7M | 10 | 26 |
| Nov 2012 | $102.2M | $78.1M | $24.1M | 9 | 26 |
| Feb 2012 | $102.2M | $78.1M | $24.1M | 6 | 26 |
| Jun 2011 | $98.6M | $78.6M | $20M | 10 | -- |
| Mar 2011 | $73.7M | $70.5M | $3.2M | 10 | -- |
| Aug 2010 | $60.5M | $58.1M | $2.4M | 10 | -- |
| Mar 2009 | $44M | $41.9M | $2.1M | 10 | -- |
| Jan 2007 | $69.4M | $6.3M | $63.1M | 10 | -- |
| Nov 2006 | $45.5M | $43.7M | $1.8M | 10 | -- |
| Nov 2006 | $45.5M | $43.7M | $1.8M | 10 | -- |
| Feb 2006 | $45.5M | $43.7M | $1.8M | 10 | -- |
| Jan 2006 | $45.5M | $43.7M | $1.8M | 10 | -- |
DateMay 2025
Total AUM$212.7M
Discretionary$212.7M
Non-Disc.$0
Employees6
Clients0
DateFeb 2025
Total AUM$212.7M
Discretionary$212.7M
Non-Disc.$0
Employees6
Clients0
DateJul 2024
Total AUM$188.7M
Discretionary$188.7M
Non-Disc.$0
Employees6
Clients0
DateFeb 2024
Total AUM$188.7M
Discretionary$188.7M
Non-Disc.$0
Employees6
Clients0
DateMar 2023
Total AUM$156.6M
Discretionary$156.6M
Non-Disc.$0
Employees6
Clients0
DateOct 2022
Total AUM$182.5M
Discretionary$182.5M
Non-Disc.$0
Employees7
Clients0
DateAug 2022
Total AUM$182.5M
Discretionary$182.5M
Non-Disc.$0
Employees7
Clients0
DateMay 2022
Total AUM$182.5M
Discretionary$182.5M
Non-Disc.$0
Employees7
Clients0
DateMay 2022
Total AUM$182.5M
Discretionary$182.5M
Non-Disc.$0
Employees7
Clients0
DateMar 2022
Total AUM$182.5M
Discretionary$182.5M
Non-Disc.$0
Employees7
Clients0
DateMar 2022
Total AUM$182.5M
Discretionary$182.5M
Non-Disc.$0
Employees7
Clients0
DateOct 2021
Total AUM$164.1M
Discretionary$164.1M
Non-Disc.$0
Employees8
Clients0
DateAug 2021
Total AUM$164.1M
Discretionary$164.1M
Non-Disc.$0
Employees8
Clients0
DateMay 2021
Total AUM$164.1M
Discretionary$164.1M
Non-Disc.$0
Employees8
Clients0
DateMar 2021
Total AUM$164.1M
Discretionary$164.1M
Non-Disc.$0
Employees8
Clients0
DateJun 2020
Total AUM$135.3M
Discretionary$135.3M
Non-Disc.$0
Employees8
Clients0
DateMar 2020
Total AUM$135.3M
Discretionary$135.3M
Non-Disc.$0
Employees8
Clients0
DateAug 2019
Total AUM$112.9M
Discretionary$112.9M
Non-Disc.$0
Employees8
Clients0
DateFeb 2019
Total AUM$112.9M
Discretionary$112.9M
Non-Disc.$0
Employees8
Clients0
DateOct 2018
Total AUM$129.9M
Discretionary$129.9M
Non-Disc.$0
Employees8
Clients0
DateMay 2018
Total AUM$129.9M
Discretionary$129.9M
Non-Disc.$0
Employees8
Clients0
DateMar 2018
Total AUM$129.9M
Discretionary$129.9M
Non-Disc.$0
Employees8
Clients0
DateMar 2017
Total AUM$120.5M
Discretionary$120.5M
Non-Disc.$0
Employees9
Clients26
DateOct 2016
Total AUM$107.9M
Discretionary$107.9M
Non-Disc.$0
Employees8
Clients26
DateJul 2016
Total AUM$107.9M
Discretionary$107.9M
Non-Disc.$0
Employees8
Clients26
DateMar 2016
Total AUM$107.9M
Discretionary$107.9M
Non-Disc.$0
Employees8
Clients26
DateMar 2015
Total AUM$114.7M
Discretionary$114.7M
Non-Disc.$0
Employees8
Clients26
DateDec 2014
Total AUM$117.8M
Discretionary$117.8M
Non-Disc.$0
Employees10
Clients26
DateMar 2014
Total AUM$117.8M
Discretionary$117.8M
Non-Disc.$0
Employees10
Clients26
DateDec 2013
Total AUM$105.5M
Discretionary$85.8M
Non-Disc.$19.7M
Employees10
Clients26
DateMar 2013
Total AUM$105.5M
Discretionary$85.8M
Non-Disc.$19.7M
Employees10
Clients26
DateNov 2012
Total AUM$102.2M
Discretionary$78.1M
Non-Disc.$24.1M
Employees9
Clients26
DateFeb 2012
Total AUM$102.2M
Discretionary$78.1M
Non-Disc.$24.1M
Employees6
Clients26
DateJun 2011
Total AUM$98.6M
Discretionary$78.6M
Non-Disc.$20M
Employees10
Clients--
DateMar 2011
Total AUM$73.7M
Discretionary$70.5M
Non-Disc.$3.2M
Employees10
Clients--
DateAug 2010
Total AUM$60.5M
Discretionary$58.1M
Non-Disc.$2.4M
Employees10
Clients--
DateMar 2009
Total AUM$44M
Discretionary$41.9M
Non-Disc.$2.1M
Employees10
Clients--
DateJan 2007
Total AUM$69.4M
Discretionary$6.3M
Non-Disc.$63.1M
Employees10
Clients--
DateNov 2006
Total AUM$45.5M
Discretionary$43.7M
Non-Disc.$1.8M
Employees10
Clients--
DateNov 2006
Total AUM$45.5M
Discretionary$43.7M
Non-Disc.$1.8M
Employees10
Clients--
DateFeb 2006
Total AUM$45.5M
Discretionary$43.7M
Non-Disc.$1.8M
Employees10
Clients--
DateJan 2006
Total AUM$45.5M
Discretionary$43.7M
Non-Disc.$1.8M
Employees10
Clients--