Merion Road Capital Management provides investment management and consulting services. They manage a pooled investment vehicle, Merion Road Small Cap Fund, and separately managed accounts. Merion Road offers advice on equities, mutual funds, exchange traded funds, fixed income, and alternative investments. Services are tailored to client needs, considering investment objectives, risk tolerance, and cash needs.
Assets Under Management$33M
Clients32
Advisors1
Avg. per Client$1M
Avg. per Advisor$33M
Fee Structure
Minimum Investment:$200K
Investment management only (planning not offered)
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.
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