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Merion Realty Advisers, LLC

● SEC registered since 2011CRD 158507SEC# 801-72740Wynnewood, PA
Export (members)
Ranks #5,570 of 5,911 private fund managers by regulatory AUM.
Reg. AUM
$67.9M
Fund GAV
$67.9M
Private funds
2
Employees
7
Accounts
2
Location
Wynnewood, PA

Merion Realty Advisers, LLC assets under management

Merion Realty Advisers, LLC is a registered investment adviser overseen by the SEC based in Wynnewood, PA. The firm has been registered since 2011. It reports $67.9 million in regulatory assets under management and employs 7 people. Merion Realty Advisers, LLC manages 2 private funds with combined gross assets of $67.9 million, including Merion Multifamily Fund, L.P. By regulatory assets, it ranks 5,570 of 5,911 private fund managers.

Merion Realty Advisers, LLC private funds

2 funds · $67.9M GAV
FundTypeGross assetsMin.
Merion Multifamily Fund, L.P.Real Estate$37.8M$1M
Merion Multifamily Investment Fund II, L.P.Real Estate$30.2M$100K

Merion Realty Advisers, LLC owners & executives

7 reported
NameTitleOwnershipSince
David Roland RodgersSenior Vice President, Assistant SecretaryUnder 5%2011
Jeffrey Randall ShumakerSenior Vice President, Assistant SecretaryUnder 5%2011
Joseph N/A MartellSenior Vice President, Assistant SecretaryUnder 5%2011
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Frequently asked questions

How much does Merion Realty Advisers, LLC manage?

Merion Realty Advisers, LLC reports $67.9 million in regulatory assets under management on its Form ADV.

How many private funds does Merion Realty Advisers, LLC manage?

Merion Realty Advisers, LLC manages 2 private funds with combined gross assets of $67.9 million.

How many employees does Merion Realty Advisers, LLC have?

Merion Realty Advisers, LLC reports 7 employees.

Where is Merion Realty Advisers, LLC located?

Merion Realty Advisers, LLC is based in Wynnewood, PA and has been SEC-registered since 2011.

Does Merion Realty Advisers, LLC disclose fund performance?

Merion Realty Advisers, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address308 E. Lancaster Avenue, Suite 300, Wynnewood, PA 19096
Phone610-896-3000
Fax610-896-3349
Office hours8:30 a.m. To 5:00 p.m.
SEC regionPhiladelphia Regional Office (PLRO)
Umbrella registrationYes
Discloses disciplinary historyNo

Assets under management

Discretionary$67.9M
Non-discretionary$0
Total (RAUM)$67.9M