Merion Realty Advisers, LLC
● SEC registered since 2011CRD 158507SEC# 801-72740Wynnewood, PA
Ranks #5,714 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$99.3M
Fund GAV
$99.3M
Private funds
3
Employees
9
Accounts
3
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 $99.3 million in regulatory assets under management and employs 9 people. Merion Realty Advisers, LLC manages 3 private funds with combined gross assets of $99.3 million, including Merion Multifamily Fund IV, L.P. By regulatory assets, it ranks 5,714 of 6,004 private fund managers.
Merion Realty Advisers, LLC private funds
3 funds · $99.3M GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Merion Multifamily Fund IV, L.P. | Real Estate | $50M | $150K |
| Merion Multifamily Fund, L.P. | Real Estate | $30M | $1M |
| Merion Multifamily Investment Fund II, L.P. | Real Estate | $19.3M | $100K |
Merion Realty Advisers, LLC owners & executives
7 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Benjamin Kamienny | Vice President Of Finance, Treasurer | Under 5% | 2026 |
| David Roland Rodgers | Senior Vice President, Assistant Secretary | Under 5% | 2011 |
| Jeffrey Randall Shumaker | Senior Vice President, Assistant Secretary | Under 5% | 2011 |
See all 7 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Merion Realty Advisers, LLC manage?
Merion Realty Advisers, LLC reports $99.3 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 3 private funds with combined gross assets of $99.3 million.
How many employees does Merion Realty Advisers, LLC have?
Merion Realty Advisers, LLC reports 9 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
| Address | 308 E. Lancaster Avenue, Suite 300, Wynnewood, PA 19096 |
| Phone | 610-896-3000 |
| Fax | 610-896-3349 |
| Office hours | 8:30 a.m. To 5:00 p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| Umbrella registration | Yes |
| Discloses disciplinary history | No |
Regulatory AUM
$99.3M▲ 49%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 93%
Larger than 7% of 16,271 advisers
AUM vs fund managersTop 95%
Larger than 5% of 6,004 private-fund managers
Number of fundsTop 53%
More funds than 47% of fund managers
EmployeesTop 43%
More than 57% of 16,825 advisers
Assets under management
$99.3Mregulatory AUM
Discretionary $99.3M
Service providers
Auditor
Custodian
Administrator