Investment adviser · CRD 305152
MEROS INVESTMENT MANAGEMENT, LP
Investment adviser filing (IA)
DALLAS, TX, United States · Form ADV filed Jul 6, 2026
- Regulatory AUM
- $321M Form ADV · Item 5.F
- Client accounts
- 4 Accounts, not individual clients
- Employees
- 10 Reported in this filing
- Advisory professionals
- 2 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Retirement plans | Fewer than 5 | $279,504,532 | 87.1% |
| Investment companies | 1 | $23,464,613 | 7.3% |
| Pooled investment vehicles | 1 | $17,997,462 | 5.6% |
Filing source
Form ADV 2117827 · Jul 6, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
No detailed fund records are available here. Funds may be referenced under another reporting adviser in Schedule D 7.B.(2); this does not establish that the adviser has no funds.
Services & filing details
Most recent filing: Jul 6, 2026. View historical filings
Reported services
Investment company portfolio management · Pooled investment vehicle management · Business portfolio management
Compensation
Percentage of assets · Performance-based
Principal office
1845 WOODALL RODGERS FWY, SUITE 1000DALLAS, TX, 75201, United States
CRD 305152
Filing source
Form ADV 2117827 · Jul 6, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.