MEREO CAPITAL PARTNERS, LLC

Exempt Reporting AdvisorFINRA MemberEst. 2022
Total AUM
Accounts
0
Advisory reps
4
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
CONSHOHOCKEN, Pennsylvania
CRD number
322511
Registered since
July 8, 2022

Firm profile

FINTRX

Overview

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

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • GIORGIO BOERO

    Chief Financial OfficerCRD 5703234

  • Leo Helmers

    Co-Founder, CEO, Managing PartnerCRD 7585048

Contacts

2 of 2
  • RICHARD KURTH

    Co-Founder and Managing PartnerCRD 3054351

  • JOHN OHARE

    Co-Founder and PartnerCRD 2303394

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth