Merion Realty Advisers, Llc
- Regulatory AUM
- $99.3M
- Discretionary
- $99.3M
- Clients
- 3
- Avg AUM / client
- $33.1M
- Accounts
- 3
- Employees
- 9
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Jun 02, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 3 | $99.3M | 100.0% |
Private funds (4)
Reported in Form ADV Section 7.B.(1), filing of Jun 2024 · $71.8M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Merion Multifamily Fund, L.P. | Real Estate Fund | Delaware | $36.6M | 9 |
| Merion Multifamily Investment Fund Ii, L.P. | Real Estate Fund | Delaware | $30.6M | 30 |
| Cms Value Real Estate Fund Q, L.P. | Real Estate Fund | Delaware | $4.2M | 146 |
| Cms Value Real Estate Fund, L.P. | Real Estate Fund | Delaware | $427K | 18 |
People (7)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Aljian, Richard, Thomas | Manager/Member, Senior Vice President | Aug 2011 (15y) | 25% – 50% | |
| Kwait, Richard, Adam | Chief Compliance Officer, General Counsel, Senior Vice President And Secretary | Aug 2011 (15y) | Less than 5% | |
| Martell, Joseph, N/A | Senior Vice President, Assistant Secretary | Aug 2011 (15y) | Less than 5% | |
| Rodgers, David, Roland | Senior Vice President, Assistant Secretary | Aug 2011 (15y) | Less than 5% | |
| Shumaker, Jeffrey, Randall | Senior Vice President, Assistant Secretary | Aug 2011 (15y) | Less than 5% | |
| William Alan Landman | Manager/Member, President | Aug 2011 (15y) | 50% – 75% | |
| Hopper, Matthew, Thomas | Cfo, Treasurer And Vice President | Dec 2021 (5y) | Less than 5% |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (4, $71.8M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Merion Multifamily Fund, L.P. | Real Estate Fund | $36.6M | $1.0M | 9 |
| Merion Multifamily Investment Fund Ii, L.P. | Real Estate Fund | $30.6M | $100K | 30 |
| Cms Value Real Estate Fund Q, L.P. | Real Estate Fund | $4.2M | $100K | 146 |
| Cms Value Real Estate Fund, L.P. | Real Estate Fund | $427K | $100K | 18 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/02/2026 | 2.99 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Other fees
- • PERCENTAGE COMMITTED CAPITAL, CAPITAL ACCT &/OR ACQUISITION FEE
Services
- • Portfolio management for pooled investment vehicles
Custody
Firm reports having custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jun 02, 2026.
View current Form ADV (SEC/IAPD) ↗