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MEROS INVESTMENT MANAGEMENT, LP
CRD 305152 · SEC 801-117225
1845 WOODALL RODGERS FWY, SUITE 1000, DALLAS, TX, 75201, United States
Phone
214-871-5200
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$255.5M
Discretionary AUM
$255.5M
Team
10 total employees; 2 advisory reps
Clients
0
Fees
Percentage of AUM; Performance-based fees
Org form
Limited Partnership
Filing date
2026-03-31
Disciplinary history
No
Services
Portfolio management (investment companies)Portfolio management (pooled vehicles)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Investment companies | 1 | $18.4M |
| Pooled investment vehicles | 1 | $14.4M |
| Pension/profit sharing plans | 2 | $215.7M |
| Other investment advisers | 2 | $7.1M |
States served
CA, TN, TX
All web addresses on file
Official SEC filing: View on IAPD