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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Fusion
- Established Date
- 11-01-2005
- Office Locations
- 1
Office Locations
About Merrion Investment Management CO, LLC
Merrion Investment Management Company (MIMCo) is a registered investment adviser focused on customized separate account management for individuals, families, institutions, and charitable trusts. The team uses a research-driven, fundamental bottom-up approach, looking for opportunities across the capital structure and drawing on roots as a global fixed income trading firm (treasuries through high yield and distressed). Clients receive direct access to leadership and dedicated relationship managers.
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Owner & Executives
DAVID EDWIN ERB
Chief Compliance Officer, Chief Executive Officer
- CRD
- #4572290
- Ownership
- Less than 5%
RANDOLPH CHRISTIAN ROGERS
Chief Compliance Officer, Chief Financial Officer
- CRD
- #4821597
- Ownership
- Less than 5%
Signal atlas
Pioneer vital radial
- CRD
- #21489
- Ownership
- 32.9%
Showing 2 of 3 owners & executives
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JOHN PATRICK CALLAHAN
Managing Director
- CRD
- #1146615
ANDREW HAYES WIGTON
Chief Executive Officer
- CRD
- #4379180
Showing 2 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $244,813,786 | $3,264,184 |
| Non-Discretionary | $0 | -- |
| Total | $244,813,786 | $3,264,184 |
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Separately Managed Accounts
Total SMA Asset: $244,813,786
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $743,750,699 | 24.3% |
| Cash | $452,983,965 | 14.8% |
| Public Funds | $1,303,859,249 | 42.6% |
| U.S. Government/Agency | $560,108,550 | 18.3% |
| Total | $3,060,702,463 | 100.0% |
13F Holdings | Q2 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| PATHWAY HARBOR | RIDGE ELEMENT | 680D86GZU | YUB | 3.02% | $48,617,732 |
| PEAK LEGACY OAK | CREST CREST | NZXWB3S94 | UVHJ | 8.27% | $59,865,491 |
| LEGACY LEGACY | MOMENTUM QUANTUM | T0NZJPUOO | QEM | 6.62% | $61,694,871 |
| RADIAL HORIZON | OPTIMA EMBER | XOVWR1HZ5 | HHX | 5.45% | $26,413,187 |
| BRIDGE LEGACY UNISON | EAGLE SIGNAL | Z50ORHFLU | EWAE | 10.25% | $58,946,556 |
| SIGNAL CREST | RIDGE PIONEER | YR1ZSMIRB | NGT | 10.22% | $57,381,477 |
| RADIAL PATHWAY TIMBER | CREST ELEMENT | P8GFXSOU2 | MFVF | 1.09% | $108,750,766 |
| OAK HARBOR | INSIGHT PIONEER | AFW285G5Z | MTUV | 1.06% | $62,501,266 |