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%
Other Investment Advisers2.2%
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 and SEC-registered investment adviser (registered in 2019) that serves institutional clients. The firm provides portfolio management for investment companies, pooled investment vehicles and for businesses or institutions. Its fee model combines a percentage-of-AUM charge with the potential for performance-based fees. Meros does not identify as an active ESG investor and is not structured as a capital allocator to third‑party managers. Ownership is listed as a mix of a domestic entity and an individual.