Meros Investment Management, LP (Dallas)

Meros Investment Management, LP is a related adviser based in Dallas. It manages $76 million of regulatory assets for 2 client accounts. It has been registered with the SEC as an adviser since 2019 and has operated in the jurisdiction of Texas.

Meros Investment Management provides portfolio management for investment companies. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Meros Investment Management: assets under management

The assets under management (AUM) of Meros Investment Management, LP is $76 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.

The firm manages $76 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $38 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Meros Investment Management, LP for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Meros Investment Management serves?

The only and largest group of clients of Meros Investment Management is investment companies with 2 clients and $76 million of assets under management. Among the 2 most similar advisory firms, Meros Investment Management has the highest percentage of investment companies out of all clients.

The amount of regulatory assets under management is $76 million for 2 clients. None of the firm’s clients are foreign persons or businesses.

Meros Investment Management doesn't advise any private funds.

Careers at Meros Investment Management, LP

The company employs 20 people that are either part- or full-time employees. 10 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There’s a single person with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Iii Joseph Whitaker Thompson joined the executive team most recently as the Coo/Cfo.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Kenneth Scott Canon	Chief executive officer	1 Jul 2019	Other	1777291
Iii Joseph Whitaker Thompson	Coo/cfo	1 Jul 2019	Other	1524840
Nimrod James Hacker	General counsel	1 Jul 2019	Other	2710190
Mark Hasbani	Chief compliance officer	1 Jul 2019	Other	7084284
Timothy Darin Chatard	Portfolio manager	1 Jul 2019	50% - 75%	2168272
Lp Ranger Capital Group Holdings	Limited partner	1 Jul 2019	50% - 75%	02-0660964
(Gp) Llc Meros Investment Management	General partner	1 Jul 2019	Other	84-2434428

Indirect Owners

The SEC currently registers 4 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
L.L.C. Ranger Capital Group	General partner of ranger capital group holdings, l.p.	1 Dec 2002	Other	48-1264945
Jason Christopher Elliott	Limited partner of ranger capital group holdings, l.p.	1 Jan 2005	25% - 50%	4471190
Kenneth Scott Canon	Limited partner of ranger capital group holdings, l.p.	1 Jan 2005	25% - 50%	1777291
Llc Ranger Shared Services	Manager of meros investment management, (gp) llc	1 Jul 2019	75% - 100%	82-3249954

Based in Dallas

The principal office where Meros Investment Management, LP performs its advisory services is located at 2828 N. Harwood Street,, Dallas, TX 75208 The mailing address of the firm is 311 California Street, San Francisco, CA 94104. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 214-871-5200. The normal business hours are 8am-5pm on Monday - Friday.