MEROS INVESTMENT MANAGEMENT, LP

RIASEC RegisteredEst. 2019

Total AUM

$255M

Discretionary

$255M

100% of AUM

Avg account

$42.6M

Accounts

Employees

Advisory reps

Firm details

Headquarters: DALLAS, Texas
CRD number: 305152
Registered since: August 22, 2019
Website: www.merosinv.com
Custodians: U.S. BANK, N.A., THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION, THE BANK OF NEW YORK MELLON
Fee structure: Percentage of AUM, Performance Based Fees
Client types: Pension & Profit Sharing Plans84.43%
Investment Companies7.18%
Pooled Investment Vehicles5.63%
Other Investment Advisers2.76%
Services: Portfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Meros Investment Management, LP is a limited partnership registered with the SEC in 2019 that manages portfolios for institutional clients. The firm provides portfolio management for investment companies, pooled investment vehicles and for businesses or other institutions. Its compensation combines a percentage-of-AUM fee with performance-based fees. Meros reports it is not an active ESG investor and does not identify as a capital allocator; it remains classified as unclassified in the source data. The firm’s public filings and asset breakdown show a clear tilt toward publicly traded equities and exchange-traded instruments rather than private or direct alternative strategies. Meros also lists relationships with traditional financial institutions and service providers consistent with an institutional equity manager operating pooled vehicles and discretionary accounts.