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MEROS INVESTMENT MANAGEMENT, LP

DALLAS, TX · CRD 305152 · IAPD ↗ · merosinv.com · 214-871-5200

$321.0MRegulatory AUM
2Advisory reps
10Employees
0Clients
0Planning clients
0Private funds
3States
0Disclosures
institutionalSegment
ApprovedSEC status

Filing changes

53
August 2026 — MEROS INVESTMENT MANAGEMENT, LP reported RAUM up 26% ($255.5M -> $321.0M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
50
April 2024 — MEROS INVESTMENT MANAGEMENT, LP reported RAUM up 25% ($171.8M -> $215.0M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.