DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

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SEC-registered adviser

M••••• R••••• A•••••••• L••

Asset manager (funds and pooled vehicles)Wynnewood, PennsylvaniaCRD 158507SEC 801-72740websiteIAPD
Latest filing Jun 2, 2026
First filing on the tape Nov 18, 2011 · 46 filings
SEC status approved since Oct 7, 2011
RAUM
$99.3M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
0.0%
$0 individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
9
9 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
3
reported on Schedule D
History
46 filings and snapshots on the tape
RAUM$99.3M as of Jun 2, 2026
Mar 29, 2012$542M then
HNW client RAUM: no history
State-registered IARs (5.B.3)1 as of Jun 2, 2026
Mar 29, 20120 then
Employees (5.A)9 as of Jun 2, 2026
Mar 28, 201310 then
Private funds3 as of Jun 2, 2026
Mar 29, 201225 then
RAUM +46% over the last fiscal year-0.2% a year over threeIARs 1 to 1
Practice profile
derived from the filing of Jun 2, 2026; every figure names its basis
Archetypes, each a printed rule
  • Solo or small team · one advisor, or a wealth manager with up to three advisors and one office
RAUM per advisor
$99.3MderivedRAUM over IAPD advisors; not a book size
Clients per advisor
unknownderivedindividual and HNW clients (5.D) over advisors
Average HNW client
unknownderivedHNW RAUM over HNW clients
Average account
$33.1MderivedRAUM over accounts (5.F.2.f)
Discretionary
100%derivedof RAUM
Institutional
0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
Employees per advisor
9.0derivedItem 5.A over advisors
Advisors per office
1.0derived1 offices incl. principal (1.F.5)
RAUM growth, one year
+46%derivedbetween the last two annual amendments
Advisor growth, one year
+0.0%derivedItem 5.B.3 between annual amendments
Client growth, one year
unknownderived
Compensation
percentage of assets, otherreportedItem 5.E
Advisory activities
portfolio management for pooled vehiclesreportedItem 5.G
Custody
$193M, 4 clientsreportedItem 9.A
Ownership
no PE, bank or public-company owner found on Schedule Aderived
Advisor book size
not public; not estimatedreported
Also answered yes on Form ADV
  • buys or sells securities as principal to or from clients (8.A.2)
  • has discretionary authority over which securities are bought or sold (8.C.1)
  • receives research or other products from a broker-dealer, soft dollars (8.E)
  • has custody of client cash or bank accounts (9.A.1.a)
  • has custody of client securities (9.A.1.b)
  • a related person has custody of client cash (9.B.1.a)
  • a related person has custody of client securities (9.B.1.b)
  • an independent public accountant performs a surprise examination (9.C.1)
  • marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
  • Pooled investment vehicles$99.3M100%
Individual clients
n/areported
HNW clients
n/areported
Pension plan clients
n/areported
Charitable clients
n/areported
Accounts
3reported
Financial planning clients
reported
Wrap fee programs
noreported
Custody of client assets
$193M for 4 clientsreported
Compensation
% of AUMreported
Class basis
private_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=1.0derived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
Left, latest
none on the tape
    Joined, latest
    none on the tape
      Every departureEvery arrival
      Private funds
      33 reported on Schedule D 7.B.(1)
      FundTypeGross assetsOwnersFirst reported
      M••••• M••••••••• F••• I••• L•••no longer reportedReal Estate Fund$46.0M74Apr 29, 2021
      M••••• M••••••••• F•••• L•••Real Estate Fund$36.6M9Mar 28, 2013
      M••••• M••••••••• I••••••••• F••• I•• L•••Real Estate Fund$30.6M30Mar 30, 2020
      C•• V•••• R••• E••••• F••• I•••• L•••no longer reportedReal Estate Fund$11.0M134Jan 24, 2012
      C•• E••••••••• A••••• F••• I•• L•••no longer reportedReal Estate Fund$4.8M32Jan 24, 2012
      C•• V•••• R••• E••••• F••• Q• L•••Real Estate Fund$4.2M146Jan 24, 2012
      C•• V• P•••••••• L•••no longer reportedReal Estate Fund$3.7M59Jan 24, 2012
      C•• G••••• P••••••• Q• L•••no longer reportedReal Estate Fund$3.5M159Jan 24, 2012
      C•• V•••• R••• E••••• F••• I•• L•••no longer reportedReal Estate Fund$1.8M26Jan 24, 2012
      M••••• T••••••••• C•••••• P••••••• L•••no longer reportedReal Estate Fund$1.3M5Mar 27, 2015
      C•• V•••• R••• E••••• F•••• L•••Real Estate Fund$426,82918Jan 24, 2012
      C•• E••••••••• A••••• F•••• L•••no longer reportedReal Estate Fund$305,437100Jan 24, 2012
      M••••• R•••••••• P••• C•••••• P••••••• L•••no longer reportedReal Estate Fund$26,4095Mar 24, 2017
      A• M••••• H••••••• P•••••••• I•• L•••Real Estate Fund$02Apr 28, 2015
      C•• E••••••••• R••• E••••• F••• I••• L•••no longer reportedReal Estate Fund$032Jan 24, 2012
      C•• P•••••• R••• E••••• I••••••••• T••••no longer reportedReal Estate Fund$0112Jan 24, 2012
      C•• E••••••••• R••• E••••• F••• I••••• L•••no longer reportedReal Estate Fund$0249Jan 24, 2012
      C•• E••••••••• R••• E••••• F••• I••••• L•••no longer reportedReal Estate Fund$04Jan 24, 2012
      C•• P••••••••• C••••••••• F••• Q• L•••no longer reportedReal Estate Fund$0160Jan 24, 2012
      C•• M•••••• O••••• F••• Q• L•••no longer reportedReal Estate Fund$0120Jan 24, 2012
      M••••• A• C•••••• P•••••• P•••••••• I•• L•••Real Estate Fund$013Apr 28, 2015
      C•• E••••••••• R••• E••••• F••• I•••• L•••no longer reportedReal Estate Fund$0257Jan 24, 2012
      C•• M•••••• O••••• F•••• L•••no longer reportedReal Estate Fund$024Jan 24, 2012
      C•• P•••••• R••• F•••• L•••no longer reportedReal Estate Fund$048Jan 24, 2012
      C•• P••••••••• H•••• O••••••••• F••• I••••• L•••Real Estate Fund$0256Jan 24, 2012
      C•• E••••••••• R••• E••••• F••• I•• L•••no longer reportedReal Estate Fund$038Jan 24, 2012
      M••••• A• C•••••• P••••••• L•••no longer reportedReal Estate Fund$014Mar 28, 2013
      C•• M••••••••• I••••• F••• Q• L•••no longer reportedReal Estate Fund$0172Jan 24, 2012
      C•• P••••••••• H•••• O••••••••• F••• I•• L•••Real Estate Fund$027Jan 24, 2012
      C•• P••••••••• C••••••••• F•••• L•••no longer reportedReal Estate Fund$028Jan 24, 2012
      A• M••••• H•••••••• L•••no longer reportedReal Estate Fund$02Jan 24, 2012
      C•• P••••••••• H•••• O••••••••• F••• I••• L•••Real Estate Fund$024Jan 24, 2012
      C•• P••••••••• H•••• O••••••••• F••• I•••• L•••Real Estate Fund$0196Jan 24, 2012
      Owners and control persons
      Schedule A and B, latest filing
      • A•••••• R••••••• T••••• · Manager/Member, Senior Vice Presidentcontrol
        since 08/2011 · owns 25% to 50%
      • L••••••• W••••••• A••• · Manager/Member, Presidentcontrol
        since 08/2011 · owns 50% to 75%
      • H•••••• M••••••• T••••• · Cfo, Treasurer And Vice President
        since 12/2021 · owns less than 5%
      • K••••• R••••••• A••• · Chief Compliance Officer, General Counsel, Senior Vice President And Secretary
        since 08/2011 · owns less than 5%
      • M••••••• J•••••• N•• · Senior Vice President, Assistant Secretary
        since 08/2011 · owns less than 5%
      • R••••••• D••••• R••••• · Senior Vice President, Assistant Secretary
        since 08/2011 · owns less than 5%
      • S•••••••• J••••••• R•••••• · Senior Vice President, Assistant Secretary
        since 08/2011 · owns less than 5%
      Related persons
      Schedule D 7.A
      • C•• F••• A•••••••• L••
        investment advisernRAUM $814,325
      • M••••••• I••••••••• A•••••••• L••
        investment adviserpooled vehicle sponsornRAUM $110M
      • M••••••• I••••••••• P•••••••• L••
        pooled vehicle sponsorn
      • M••••••• S••••••••• L••
        broker-dealerreal estaten
      • M••••• B•• P•••• G•• L••
        n
      • M••••• C•••••••• W••• G•• L••
        n
      • M••••• C••••••••• G•• L••
        n
      • M••••• C•••••••• G•• L••
        n
      • M••••• E•••• R•••• J• G•• L••
        n
      • M••••• F•••••• G•• L••
        n
      • M••••• G••••• G•• L••
        n
      • M••••• L••••• G•••• G•• L••
        n
      • M••••• M•••••• G•• L••
        n
      • M••••• M•••••••• G•• L••
        n
      • M••••• M••••• G•• L••
        n
      • M••••• M••••••••• F••• I•• G•• L••
        pooled vehicle sponsorn
      • M••••• R••••• I••••••••• P•••••••• L••
        pooled vehicle sponsorn
      • M••••• R••••• V•••••••• L••
        pooled vehicle sponsorn
      • M••••• S•••••• G•• L••
        n
      • M••••• S•••••••• G•• L••
        n
      • M•• R••••••••• M••••••••• L•• A•• M•• R••••••••• H••••••• L••
        investment companyn
      Advisers that list M••••• R••••• A•••••••• L•• as a related person
      Offices
      Schedule D 1.F, the 25 largest
      No branch office listed.
      ADV anomalies
      2 against comparable advisers; where to look, not conclusions
      • p•••••• fund count surgeChange between filings · filing Apr 20, 2026
        private funds (Schedule D 7.B.1) moved from 2.0 to 3.0 (+50.0%) between the annual amendments of 2025-04-29 and 2026-04-20; the peer median change was 0.0% (70 comparable advisers, 96.0th percentile of changes)
        peers: asset managers, under $100M (70) · 96% percentile
      • RAUM up 25 %Change between filings · filing Apr 20, 2026
        RAUM (Item 5.F) moved from $67,947,679 to $99,316,639 (+46.0%) between the annual amendments of 2025-04-29 and 2026-04-20; the peer median change was -12.0% (97 comparable advisers, 98.0th percentile of changes)
        peers: asset managers, under $100M (97) · 98% percentile
      How anomalies are measured
      What changed
      consecutive filings, newest first
      • Assets in custody · $198M to $193M
        Mar 30, 2026 to Apr 20, 2026
      • Discretionary RAUM · $104M to $99.3M
        Mar 30, 2026 to Apr 20, 2026
      • Pooled vehicle RAUM · $104M to $99.3M
        Mar 30, 2026 to Apr 20, 2026
      • RAUM · $104M to $99.3M
        Mar 30, 2026 to Apr 20, 2026
      • Accounts · 2 to 3
        Apr 29, 2025 to Mar 30, 2026
      • Advisory employees · 7 to 9
        Apr 29, 2025 to Mar 30, 2026
      • Pooled vehicle clients · 2 to 3
        Apr 29, 2025 to Mar 30, 2026
      • Assets in custody · $161M to $198M
        Apr 29, 2025 to Mar 30, 2026
      • Employees · 7 to 9
        Apr 29, 2025 to Mar 30, 2026
      • Private funds · 2 to 3
        Apr 29, 2025 to Mar 30, 2026
      • Discretionary RAUM · $67.9M to $104M
        Apr 29, 2025 to Mar 30, 2026
      • Pooled vehicle RAUM · $67.9M to $104M
        Apr 29, 2025 to Mar 30, 2026
      • RAUM · $67.9M to $104M
        Apr 29, 2025 to Mar 30, 2026
      • Accounts · 4 to 2
        Jun 18, 2024 to Apr 29, 2025
      • Pooled vehicle clients · 4 to 2
        Jun 18, 2024 to Apr 29, 2025
      • Assets in custody · $157M to $161M
        Jun 18, 2024 to Apr 29, 2025
      • Financial planning clients · unset to
        Jun 18, 2024 to Apr 29, 2025
      • Private funds · 4 to 2
        Jun 18, 2024 to Apr 29, 2025
      • Discretionary RAUM · $71.8M to $67.9M
        Jun 18, 2024 to Apr 29, 2025
      • Pooled vehicle RAUM · $71.8M to $67.9M
        Jun 18, 2024 to Apr 29, 2025
      • RAUM · $71.8M to $67.9M
        Jun 18, 2024 to Apr 29, 2025
      • Related broker-dealer · true to false
        Jun 18, 2024 to Apr 29, 2025
      • Assets in custody · $178M to $157M
        Apr 29, 2024 to Jun 18, 2024
      • Private funds · 10 to 4
        Apr 29, 2024 to Jun 18, 2024
      • Discretionary RAUM · $83.3M to $71.8M
        Apr 29, 2024 to Jun 18, 2024
      • Pooled vehicle RAUM · $83.3M to $71.8M
        Apr 29, 2024 to Jun 18, 2024
      • RAUM · $83.3M to $71.8M
        Apr 29, 2024 to Jun 18, 2024
      • Accounts · 9 to 4
        Oct 9, 2023 to Mar 29, 2024
      • Advisory employees · 8 to 7
        Oct 9, 2023 to Mar 29, 2024
      • Pooled vehicle clients · 9 to 4
        Oct 9, 2023 to Mar 29, 2024
      • Assets in custody · $189M to $178M
        Oct 9, 2023 to Mar 29, 2024
      • Employees · 8 to 7
        Oct 9, 2023 to Mar 29, 2024
      • Discretionary RAUM · $96.1M to $83.3M
        Oct 9, 2023 to Mar 29, 2024
      • Pooled vehicle RAUM · $96.1M to $83.3M
        Oct 9, 2023 to Mar 29, 2024
      • RAUM · $96.1M to $83.3M
        Oct 9, 2023 to Mar 29, 2024
      • Accounts · 5 to 9
        Mar 30, 2023 to Apr 28, 2023
      • Pooled vehicle clients · 5 to 9
        Mar 30, 2023 to Apr 28, 2023
      • Assets in custody · $187M to $189M
        Mar 30, 2023 to Apr 28, 2023
      • Discretionary RAUM · $100M to $96.1M
        Mar 30, 2023 to Apr 28, 2023
      • Pooled vehicle RAUM · $100M to $96.1M
        Mar 30, 2023 to Apr 28, 2023
      Signals
      5 dated events
      • Tucker John Adams (Cfo, Treasurer And Vice President) no longer on Schedule A of M••••• R••••• A•••••••• L•• (listed 2021-09-28, absent 2021-12-01)
        Dec 1, 2021 · Control person left · inference
      • T••••• M•••••• H••••• (Cfo, Treasurer And Vice President) appeared on Schedule A of M••••• R••••• A•••••••• L••
        Dec 1, 2021 · Control person joined · fact
      • Alan Richard Mitchell (Vice President, Assistant Secretary) no longer on Schedule A of M••••• R••••• A•••••••• L•• (listed 2020-04-28, absent 2021-03-30)
        Mar 30, 2021 · Control person left · inference
      • Andrew David Clapper (Vice President, Assistant Secretary) no longer on Schedule A of M••••• R••••• A•••••••• L•• (listed 2020-04-28, absent 2021-03-30)
        Mar 30, 2021 · Control person left · inference
      • M••••• R••••• A•••••••• L•• reported RAUM $200.7M, down 46% from $373.8M (2018-04-27 to 2019-03-29)
        Mar 29, 2019 · RAUM change · derived
      Across DFX
      shared identifiers only, never a name match
      No identifier-backed link to the venture, private equity, family office or sponsor graphs.
      How to reach
      public business contact points only, each with its source
      Firm profile
      linkedin.com/company/merion-realty-partnersreportedpublic record, Form ADV, Sep 18, 2026
      Website
      merionresidential.comreportedpublic record, Form ADV, Sep 18, 2026
      Principal office phone
      610-896-3000reportedpublic record, Form ADV, Jun 2, 2026
      Provenance
      Form ADV
      SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
      Advisors
      IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
      Class
      Asset manager (funds and pooled vehicles)deriveda rule over Items 5.D and 7.A
      RAUM per advisor
      n/aderivedfirm RAUM over the IAPD count; not a book size
      Loaded
      Sep 14, 2026
      Across the graphs

      M••••• R••••• A•••••••• L•• is the same institution as 1 record in Real Estate Funds.

      Real Estate Funds1

      Which record it is in each graph, what it is called there, and what the two were joined on. The Data Factory holds all nine graphs and the identity layer between them.

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