Meros Investment Management, LP is a related adviser based in Dallas. It manages $76 million of regulatory assets for 2 client accounts. It has been registered with the SEC as an adviser since 2019 and has operated in the jurisdiction of Texas.
Meros Investment Management provides portfolio management for investment companies. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Meros Investment Management, LP is $76 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Meros Investment Management, LP for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The only and largest group of clients of Meros Investment Management is investment companies with 2 clients and $76 million of assets under management. Among the 2 most similar advisory firms, Meros Investment Management has the highest percentage of investment companies out of all clients.
The amount of regulatory assets under management is $76 million for 2 clients. None of the firm’s clients are foreign persons or businesses.
Meros Investment Management doesn't advise any private funds.
The company employs 20 people that are either part- or full-time employees. 10 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There’s a single person with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Iii Joseph Whitaker Thompson joined the executive team most recently as the Coo/Cfo.
The principal office where Meros Investment Management, LP performs its advisory services is located at 2828 N. Harwood Street,, Dallas, TX 75208 The mailing address of the firm is 311 California Street, San Francisco, CA 94104. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 214-871-5200. The normal business hours are 8am-5pm on Monday - Friday.