MEROS INVESTMENT MANAGEMENT, LP

1845 Woodall Rodgers Fwy
Suite 1000
Dallas, Texas 75201
Tel: 214-871-5200

About MEROS INVESTMENT MANAGEMENT, LP

MEROS INVESTMENT MANAGEMENT, LP, formally registered with the SEC as MEROS INVESTMENT MANAGEMENT, LP. The firm was established in 08/22/2019. They have over 3 offices throughout the country.

MEROS INVESTMENT MANAGEMENT, LP is a Dallas, Texas based Financial Planning firm with nearly $214,959,000 assets under management, offering retirement planning & investment advisory services to 10 clients. The firm is staffed with 8 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	305152
SEC#	801-117225
Assets Managed by Firm	$214,959,000
No. of Clients	10
No. of Advisors	8

Fee Structure

A percentage of AUM

Advisory Services Provided

Portfolio management for investment companies
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients

Firm Client Information

	No. of Clients	AUM
Firm Total	10	$214,959,000
Pension and profit sharing plans	6	$171,401,465
Other investment advisers	2	$6,815,897

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