Aaron Sallen
Aaron Sallen is a registered investment advisor at Merion Road Capital Management LLC, based in Miami Shores, FL, with 7 years of industry experience. Aaron operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 32 clients with $33M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Merion Road charges an annual fee based on the value of your portfolio. Fees are negotiated with each client. Standard fees are:
- Long Only Strategy – 1.0% on all assets under management.
- Long Short Strategy – 1.5% on all assets under management as well as a 15% performance based fee.
Location
353 NE 91 Street, Miami Shores, FL, 33138
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Aaron is the owner and manager of MRCM GP, LLC, the General Partner to the Merion Road Small Cap Fund, LLC. He spends minimal time as General Partner and about half his time as the Investment Manager, actively managing the fund's investment portfolio.
Employment History
Current Registrations
Merion Road Capital Management LLC
Previous Registrations
Merion Road Capital Management LLC
State Registrations2 states
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