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Mears Money Management
MEARS MONEY MANAGEMENT is an SEC-registered investment adviser with $38 million in regulatory assets under management. The firm has 1 employee and 1 investment...
Mears Money Management
MEARS MONEY MANAGEMENT is an SEC-registered investment adviser with $38 million in regulatory assets under management. The firm has 1 employee and 1 investment adviser. It operates with a small team.
General information
Firm type
Asset Manager
Year founded
2008
Location
Region
North America
Country
United States
City
Miami
Corporate office
Miami, FL, United States
Principals
Patrick Mears
President
Frequently asked questions
Who runs investment decisions at Mears Money Management?
Patrick Mears, the firm's president and founder, serves as the sole investment decision-maker. He has been associated with the firm since its 2008 registration and holds the applicable FINRA licenses. Public filings do not list any additional portfolio managers or an investment committee.
How does Mears Money Management source its clients?
The firm does not disclose a formal business-development function. Its ADV filings indicate a retail-facing model reliant on referrals, with no institutional-sales staff, consultant-relations presence, or third-party marketing arrangements on record.
Is Mears Money Management structured as a family office or an asset manager?
It is a registered investment advisor, not a single-family office. While the firm is compact enough to resemble a family-office operation, it serves multiple unrelated individual clients and has never claimed family-office status in public filing narratives.
Does Mears Money Management participate in fund commitments or only direct portfolios?
The firm constructs direct portfolios through separately managed accounts. It has no known history of committing to outside private funds, hedge funds, or venture-capital partnerships, and its regulatory record shows no pooled-investment-vehicle activity.
What is Mears Money Management's known posture on co-investments alongside external GPs?
There is no evidence of co-investment activity. The firm's client base and disclosed asset footprint point to a traditional liquid-securities advisory, not a model that engages with general partners on direct private deals.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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