MERION REALTY ADVISERS, LLC
CRD #158507 SEC #801-72740 WYNNEWOOD, PA 610-896-3000
SEC Registered Private Funds
Total AUM
$67.9M
Discretionary
$67.9M
Employees
7
Clients
--
Accounts
2
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2025 | $67.9M | $67.9M | $0 | 7 | 1 |
| Mar 2025 | $66.5M | $66.5M | $0 | 7 | 1 |
| Jun 2024 | $71.8M | $71.8M | $0 | 7 | 1 |
| Apr 2024 | $83.3M | $83.3M | $0 | 7 | 1 |
| Mar 2024 | $83.3M | $83.3M | $0 | 7 | 1 |
| Oct 2023 | $96.1M | $96.1M | $0 | 8 | 1 |
| May 2023 | $96.1M | $96.1M | $0 | 8 | 1 |
| Apr 2023 | $96.1M | $96.1M | $0 | 8 | 1 |
| Mar 2023 | $100.1M | $100.1M | $0 | 8 | 1 |
| Apr 2022 | $130.9M | $130.9M | $0 | 8 | 1 |
| Mar 2022 | $106.5M | $106.5M | $0 | 8 | 1 |
| Dec 2021 | $108.6M | $108.6M | $0 | 9 | 1 |
| Sep 2021 | $108.6M | $108.6M | $0 | 9 | 1 |
| Apr 2021 | $154.6M | $0 | $154.6M | 9 | 0 |
| Mar 2021 | $99.6M | $0 | $99.6M | 9 | 0 |
| Apr 2020 | $155.1M | $0 | $155.1M | 10 | 0 |
| Mar 2020 | $152.8M | $0 | $152.8M | 12 | 0 |
| Apr 2019 | $234.5M | $0 | $234.5M | 12 | 0 |
| Mar 2019 | $200.7M | $0 | $200.7M | 12 | 0 |
| Apr 2018 | $373.8M | $0 | $373.8M | 11 | 0 |
| Mar 2018 | $335.9M | $0 | $335.9M | 11 | 0 |
| Jun 2017 | $396.5M | $0 | $396.5M | 11 | 11 |
| Mar 2017 | $396.5M | $0 | $396.5M | 11 | 11 |
| May 2016 | $498M | $0 | $498M | 11 | 11 |
| Mar 2016 | $484.4M | $0 | $484.4M | 11 | 11 |
| Oct 2015 | $576.4M | $0 | $576.4M | 11 | 26 |
| Apr 2015 | $576.4M | $0 | $576.4M | 11 | 26 |
| Apr 2015 | $541.7M | $0 | $541.7M | 11 | 26 |
| Mar 2015 | $541.7M | $0 | $541.7M | 11 | 26 |
| Dec 2014 | $595.3M | $0 | $595.3M | 9 | 26 |
| Sep 2014 | $595.3M | $0 | $595.3M | 9 | 26 |
| May 2014 | $595.3M | $0 | $595.3M | 9 | 26 |
| Mar 2014 | $579.8M | $0 | $579.8M | 9 | 26 |
| Nov 2013 | $600.8M | $0 | $600.8M | 10 | 26 |
| May 2013 | $600.8M | $0 | $600.8M | 10 | 26 |
| Mar 2013 | $574.1M | $0 | $574.1M | 10 | 26 |
| Oct 2012 | $542.3M | $0 | $542.3M | 6 | 11 |
| Oct 2012 | $542.3M | $0 | $542.3M | 6 | 11 |
| Oct 2012 | $542.3M | $0 | $542.3M | 6 | 11 |
| Mar 2012 | $542.3M | $0 | $542.3M | 6 | 11 |
| Jan 2012 | $531.3M | $0 | $531.3M | 6 | 11 |
| Nov 2011 | $0 | $0 | $0 | 6 | 0 |
DateApr 2025
Total AUM$67.9M
Discretionary$67.9M
Non-Disc.$0
Employees7
Clients1
DateMar 2025
Total AUM$66.5M
Discretionary$66.5M
Non-Disc.$0
Employees7
Clients1
DateJun 2024
Total AUM$71.8M
Discretionary$71.8M
Non-Disc.$0
Employees7
Clients1
DateApr 2024
Total AUM$83.3M
Discretionary$83.3M
Non-Disc.$0
Employees7
Clients1
DateMar 2024
Total AUM$83.3M
Discretionary$83.3M
Non-Disc.$0
Employees7
Clients1
DateOct 2023
Total AUM$96.1M
Discretionary$96.1M
Non-Disc.$0
Employees8
Clients1
DateMay 2023
Total AUM$96.1M
Discretionary$96.1M
Non-Disc.$0
Employees8
Clients1
DateApr 2023
Total AUM$96.1M
Discretionary$96.1M
Non-Disc.$0
Employees8
Clients1
DateMar 2023
Total AUM$100.1M
Discretionary$100.1M
Non-Disc.$0
Employees8
Clients1
DateApr 2022
Total AUM$130.9M
Discretionary$130.9M
Non-Disc.$0
Employees8
Clients1
DateMar 2022
Total AUM$106.5M
Discretionary$106.5M
Non-Disc.$0
Employees8
Clients1
DateDec 2021
Total AUM$108.6M
Discretionary$108.6M
Non-Disc.$0
Employees9
Clients1
DateSep 2021
Total AUM$108.6M
Discretionary$108.6M
Non-Disc.$0
Employees9
Clients1
DateApr 2021
Total AUM$154.6M
Discretionary$0
Non-Disc.$154.6M
Employees9
Clients0
DateMar 2021
Total AUM$99.6M
Discretionary$0
Non-Disc.$99.6M
Employees9
Clients0
DateApr 2020
Total AUM$155.1M
Discretionary$0
Non-Disc.$155.1M
Employees10
Clients0
DateMar 2020
Total AUM$152.8M
Discretionary$0
Non-Disc.$152.8M
Employees12
Clients0
DateApr 2019
Total AUM$234.5M
Discretionary$0
Non-Disc.$234.5M
Employees12
Clients0
DateMar 2019
Total AUM$200.7M
Discretionary$0
Non-Disc.$200.7M
Employees12
Clients0
DateApr 2018
Total AUM$373.8M
Discretionary$0
Non-Disc.$373.8M
Employees11
Clients0
DateMar 2018
Total AUM$335.9M
Discretionary$0
Non-Disc.$335.9M
Employees11
Clients0
DateJun 2017
Total AUM$396.5M
Discretionary$0
Non-Disc.$396.5M
Employees11
Clients11
DateMar 2017
Total AUM$396.5M
Discretionary$0
Non-Disc.$396.5M
Employees11
Clients11
DateMay 2016
Total AUM$498M
Discretionary$0
Non-Disc.$498M
Employees11
Clients11
DateMar 2016
Total AUM$484.4M
Discretionary$0
Non-Disc.$484.4M
Employees11
Clients11
DateOct 2015
Total AUM$576.4M
Discretionary$0
Non-Disc.$576.4M
Employees11
Clients26
DateApr 2015
Total AUM$576.4M
Discretionary$0
Non-Disc.$576.4M
Employees11
Clients26
DateApr 2015
Total AUM$541.7M
Discretionary$0
Non-Disc.$541.7M
Employees11
Clients26
DateMar 2015
Total AUM$541.7M
Discretionary$0
Non-Disc.$541.7M
Employees11
Clients26
DateDec 2014
Total AUM$595.3M
Discretionary$0
Non-Disc.$595.3M
Employees9
Clients26
DateSep 2014
Total AUM$595.3M
Discretionary$0
Non-Disc.$595.3M
Employees9
Clients26
DateMay 2014
Total AUM$595.3M
Discretionary$0
Non-Disc.$595.3M
Employees9
Clients26
DateMar 2014
Total AUM$579.8M
Discretionary$0
Non-Disc.$579.8M
Employees9
Clients26
DateNov 2013
Total AUM$600.8M
Discretionary$0
Non-Disc.$600.8M
Employees10
Clients26
DateMay 2013
Total AUM$600.8M
Discretionary$0
Non-Disc.$600.8M
Employees10
Clients26
DateMar 2013
Total AUM$574.1M
Discretionary$0
Non-Disc.$574.1M
Employees10
Clients26
DateOct 2012
Total AUM$542.3M
Discretionary$0
Non-Disc.$542.3M
Employees6
Clients11
DateOct 2012
Total AUM$542.3M
Discretionary$0
Non-Disc.$542.3M
Employees6
Clients11
DateOct 2012
Total AUM$542.3M
Discretionary$0
Non-Disc.$542.3M
Employees6
Clients11
DateMar 2012
Total AUM$542.3M
Discretionary$0
Non-Disc.$542.3M
Employees6
Clients11
DateJan 2012
Total AUM$531.3M
Discretionary$0
Non-Disc.$531.3M
Employees6
Clients11
DateNov 2011
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees6
Clients0