Merion Investment Management LP

Wealth Management Firm in Bay Harbor Islands, FL

Firm Info
Address: 1111 Kane Concourse #603, Bay Harbor Islands, FL 33154, USA
Phone: (212) 810-4461

Firm Size
Assets Under Management: $695.7 million
# of Advisors: 2
# of Clients: 4
Client to Advisor Ratio: 2:1
Average Account Size: $173.9 million
# of Offices: 1

Services Offered
  • Portfolio Management of Pooled Investment Vehicles

Types of Clients
  • Pooled Investment Vehicles

Available Fee Structures
  • Percentage of Assets Under Management (AUM)
  • Performance-based Fees

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Merion Investment Management Lp Overview

Merion Investment Management LP is an investment advisory firm that provides investment advice only. The firm is based in Scottsdale, AZ and has been in business since 2013. As a fee-based firm, they charge fees for their services rather than receive commissions. Merion Investment Management LP specializes in portfolio management of pooled investment vehicles. This means that they manage portfolios made up of investments from different investors. This can include mutual funds, exchange-traded funds (ETFs), or other types of investment funds. As a registered investment advisory firm, Merion Investment Management LP is subject to certain regulations designed to protect investors. They are required to act in the best interests of their clients and disclose any conflicts of interest. Overall, Merion Investment Management LP is a trusted investment advisory firm that can help manage your investments for the long-term.

MERION INVESTMENT MANAGEMENT LP is a company that caters to an exclusive pool of clients, including pooled investment vehicles. They manage assets worth billions of dollars, investing in equities, real estate, and fixed-income securities. Their clients are high net worth individuals, institutions, and corporations. MERION INVESTMENT MANAGEMENT LP provides customized investment solutions to meet the unique needs of their clients. They have a track record of delivering impressive returns and maximizing wealth creation for their clients. MERION INVESTMENT MANAGEMENT LP offers a variety of fee structures that are tailored to the needs of their clients. Their fees are typically a percentage of assets under management (AUM) that is charged to their clients as a management fee. The firm bases their fee on the size of the client's portfolio, and they are very transparent about what they charge. Additionally, MERION INVESTMENT MANAGEMENT LP applies performance-based fees that take into account their clients' portfolio's performance over time. This type of fee structure is performance-driven, and only when the portfolio delivers returns that exceed a pre-agreed benchmark, would MERION INVESTMENT MANAGEMENT LP earn additional compensation. Their fee structure is designed to ensure alignment with their clients' interests, and they aim to maximize returns while minimizing investment risks.

Typical Clients, Fee Structures & Investment Minimum

The Part 2 Brochure of Merion Investment Management LP mentions that their clients invest in privately offered pooled investment vehicles, which have a minimum investment requirement. The note states that the potential investors must be both accredited investors and qualified purchasers as defined by the Investment Company Act of 1940. However, the Part 2 Brochure does not mention the specific investment minimum. The minimum initial and subsequent subscription amounts required are detailed within each offering memorandum of the relevant Fund. Therefore, it is advisable to refer to the offering memorandum of the relevant Fund to determine the investment minimum.

How This Office Can Help Bay Harbor Islands, FL Residents

Merion Investment Management LP offers personalized investment management services to clients in Bay Harbor Islands, FL. With their emphasis on customized solutions, the firm is able to adapt to the individual needs and goals of each client. This approach enables them to provide tailored advice and investment strategies that are specific to their particular financial situation. Clients in Bay Harbor Islands, FL may face a variety of financial challenges, such as building wealth for retirement, managing debt, or creating a plan for financing education or healthcare expenses. Additionally, they may need guidance on how to navigate complex financial markets, allocate assets to achieve their goals, or create strategies for tax efficiency and risk management. Merion Investment Management LP can help clients develop and execute investment plans that are designed to address these challenges and achieve their financial objectives. They provide comprehensive investment advisory services, including investment selection, portfolio management, risk assessment, tax planning, and retirement planning.

To view the Minimum Investment and Fee Schedule for Merion Investment Management Lp, visit their Part 2 Brochure.

Services Offered by Merion Investment Management Lp

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.


Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by Merion Investment Management Lp most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Available
Percentage of Assets Under Management (AUM)
Performance-based Fees
Unavailable
Hourly
Subscription (Newsletter or Periodical)
Fixed Fees (Other than subscription)
Commissions
Other

Types of Clients


This Office Location

Firm location 1111 Kane Concourse #603, Bay Harbor Islands, FL 33154, USA
Phone (212) 810-4461
Directions
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Other Office Locations

Firm Headquarters
Firm headquarters location 20914 N. 104TH STREET, SCOTTSDALE, AZ 85255, United States

This firm has no other locations.

State Registrations

Merion Investment Management Lp is registered to service clients in the following states:

  • Arizona

Disciplinary History

Merion Investment Management Lp does not have any disclosures. Please visit it's Form ADV for more details.

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