MERION CAPITAL LLC
Adviser information for MERION CAPITAL LLC last updated from Form ADV on March 28th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Michigan, United States |
Employees
| Total Number of Employees | 0 |
|---|---|
| Investment Advisory/Research | 0 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 0 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 0 | $0 |
| Non-Discretionary | 0 | $0 |
| Total | 0 | $0 |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 0 |
Services
| Advisory Services | Portfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsPension consulting services |
|---|---|
| Compensation | % of AUMHourly chargesFixed fees |
Identifiers
| SEC RIA File Number | 801-64501 |
|---|---|
| SEC ERA File Number | 801-64501 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 135897 |
| Legal Entity Identifier | None |
Principal Office
5931 OAKLAND DR.PORTAGE
MI
United States
Monday - Friday, 9AM-5PM
Tel: 269-385-5888, Fax: 269-385-5705
Chief Compliance Officer
LYNN CHEN-ZHANG
5931 OAKLAND DR.
PORTAGE
MI
United States
Tel:
269-385-5888
Fax:
269-385-5705
L*************@*****************M
(Full email address available in API data)
Industry Affiliates
| ZHANG FINANCIAL | Other investment adviser, including financial planners |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| ZHANG, CHARLES, CHENG | Individual | – | MANAGING MEMBER | 07/2023 | < 5% |
| CHEN-ZHANG, LYNN, LING | Individual | – | CHIEF COMPLIANCE OFFICER | 07/2023 | < 5% |
| MERION CAPITAL HOLDINGS LLC | Domestic Entity | – | OWNER | 07/2023 | > 75% |
| ZHANG, CHARLES, CHENG | Individual | MERION CAPITAL HOLDINGS LLC | OWNER | 07/2023 | > 75% |