CRD: 291932
Merion Road Capital Management LLC
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- Custodian
- Interactive Brokers ยท Jefferies
- Clients
- Retail and Institutional
- Platforms
- Pioneer radialPathway
- Established Date
- 05-17-2018
- Office Locations
- 1
Office Locations
About Merion Road Capital Management LLC
Merion Road Capital Management LLC is a Miami Shores, FL investment adviser serving retail and institutional clients, with a client focus that includes entrepreneurs. The firm provides portfolio construction and insurance-related planning and emphasizes asset allocation and risk management across public equity, fixed income, and alternative strategies (including long/short). Its SMA approach is heavily ETF-based, and it reports custody relationships including Interactive Brokers.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
AARON JACOB SALLEN
Chief Executive Officer, Chief Investment Officer
- CRD
- #4927878
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $34,545,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $34,545,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $28,648,000
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,676,954,922 | 23.6% |
| Cash | $5,428,786,274 | 76.4% |
| Total | $7,105,741,196 | 100.0% |