Meros Investment Management, Lp

Meros Investment Management, LP is a Dallas-based investment advisor firm established in July 2019 and registered with the United States Securities and Exchange Commission. The firm specializes in providing continuous discretionary investment advisory services to separately managed accounts, including sub-advisory services to mutual funds and other public funds. Meros primarily manages portfolios of U.S. exchange-traded equity securities within micro-cap capitalization ranges, focusing on quality investments through fundamental research-driven security selection processes. The firm offers direct investment advisory services to institutional investors and manages portfolios of micro-capitalization companies with favorable risk-reward characteristics. For potential clients, Meros requires a minimum investment threshold of $5,000,000 to open a Separate Account. The firm charges management fees based on a fixed percentage of assets under management, typically at an annual rate of 1.50%. Clients may negotiate fee structures based on specific circumstances. Meros may consider performance fees in limited situations at a client's request. The firm follows a comprehensive Code of Ethics to ensure integrity, competence, and ethical behavior in all dealings. Additionally, Meros engages in best execution practices, periodic best execution reviews, and soft dollar reviews to ensure quality brokerage practices. The firm also provides insights into potential conflicts of interest, custody practices, proxy voting, and financial information. Prospective investors are encouraged to review the firm's offering documents and consult with financial advisors before making investment decisions. For more detailed information, interested parties can contact Meros directly at (214) 871-5200 or visit their website at www.merosinv.com.