Meros Investment Management, LP

RIASEC RegisteredEst. 2019

Total AUM

$321M

Discretionary

$321M

100% of AUM

Avg account

$80.2M

Accounts

Employees

Advisory reps

Firm details

Headquarters: Dallas, Texas
CRD number: 305152
Registered since: August 22, 2019
Website: www.merosinv.com
Custodians: THE BANK OF NEW YORK MELLON, THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION, U.S. BANK, N.A.
Fee structure: Percentage of AUM, Performance Based Fees
Client types: Pension & Profit Sharing Plans87.08%
Investment Companies7.31%
Pooled Investment Vehicles5.61%
Services: Portfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Meros Investment Management, LP is an institutional registered investment adviser organized as a limited partnership and SEC-registered in 2019. The firm serves institutional clients and provides portfolio management for investment companies, pooled investment vehicles, and businesses or institutions. Its fee schedule combines a percentage-of-AUM element with performance-based fees. Meros reports it is not an active ESG investor and is not structured as a capital allocator; reported industry affiliations span other investment advisers, commodity pool/CTA activity, and relationships with banking, trust, and insurance organizations.