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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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