MEREO CAPITAL PARTNERS, LLC
Firm details
- Headquarters
- CONSHOHOCKEN, Pennsylvania
- CRD number
- 322511
- Registered since
- July 8, 2022
Firm profile
FINTRXOverview
Mereo Capital Partners, LLC is a privately held investment adviser organized as an LLC and registered with the SEC in 2022. The firm’s public reporting indicates its primary activity is managing private investment vehicles rather than operating as a traditional retail advisory shop. It does not identify as an active ESG investor and is not registered as a multi-state adviser. Reporting shows the firm focuses on private equity vehicles. The scale and structure of those vehicles—three funds with modest aggregate assets—suggest a focus on smaller-company investments where active portfolio management and staged capital deployment are common. Little else about sector focus, fee schedules or direct advisory services is disclosed.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
2 of 2GIORGIO BOERO
Chief Financial OfficerCRD 5703234
Leo Helmers
Co-Founder, CEO, Managing PartnerCRD 7585048
Contacts
2 of 2RICHARD KURTH
Co-Founder and Managing PartnerCRD 3054351
JOHN OHARE
Co-Founder and PartnerCRD 2303394
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
CONSHOHOCKEN, PA
MONTGOMERY
Location
CONSHOHOCKEN, PA
Headquartered in CONSHOHOCKEN, PA, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.
- Metro area
- Philadelphia-Reading-Camden, PA-NJ-DE-MD
- Region
- Northeast
- County
- MONTGOMERY
- Address
- 100 Front St
- Time zone
- ET (UTC-5)
- Office locations
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