Merrion Investment Management Co. LLC
Merrion Investment Management Co, LLC is an SEC-registered investment adviser headquartered in Cranford, New Jersey. Founded in 2006, the firm provides discretionary investment management services to high net worth individuals, charitable organizations, and select corporate clients, with a team of 6 employees. Merrion primarily serves domestic U.S. clients and manages over $188 million in assets as of 2024.
Investment Strategy
Merrion Investment Management employs a discretionary investment management approach focused on listed equities for individuals (including high net worth clients) and institutions. Their strategy emphasizes portfolio diversification, risk-adjusted returns, and active management of holdings across sectors such as technology, energy, and consumer goods. The firm constructs customized investment portfolios that reflect client objectives and regularly reviews and adjusts allocations to optimize performance.
Top Holdings
Equity Positions (106)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
C CCJ | CAMECO CORP | 9.65% | $16.8M | 200,500 | $16.20 | $83.86 | +$1.9M |
J JEF | JEFFERIES FINL GROUP INC | 7.76% | $13.5M | 206,702 | $23.63 | $65.42 | +$2.2M |
N NVDA | NVIDIA CORPORATION | 7.05% | $12.3M | 65,845 | $98.40 | $186.58 | +$1.9M |
G GOOG | ALPHABET INC | 6.28% | $10.9M | 44,947 | $89.83 | $243.55 | +$932.8K |
A AAPL | APPLE INC | 5.52% | $9.6M | 37,797 | $132.69 | $254.63 | +$1.9M |