# Melius Research

Melius Research is an Asset Manager based in New York.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** New York
- **Assets under management:** Undisclosed
- **Website:** https://meliusresearch.com
- **LinkedIn:** https://www.linkedin.com/company/melius-research

## Regulatory record

- **CRD number:** 312314
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/312314

## About

Melius Research is an independent research, data analytics and investment firm that leverages decades of industrials, technology, consumer, energy and power expertise to help clients navigate a rapidly changing world. New technology in areas such as robotics, new mobility, energy transition, space travel, and software is transforming the traditional industrial eco-system. The firm partners with disruptive start-ups, institutional investors, and corporate executive teams to make better investment and strategic decisions.

## Sectors

- industrials, technology, consumer, energy and power

## People

- Scott Davis — Founding Partner - Multi-Industry Research
- Rob Wertheimer — Founding Partner – Machinery & New Mobility Research
- Scott Weiss — Founding Partner - Institutional Sales
- Tim Greene — Founding Partner - Institutional Sales
- Liz Davis — Founding Partner - Chief Operating Officer & Chief Financial Officer
- Ben Reitzes — Partner - Head of Technology Research
- James West — Managing Director – Head of Energy and Power Research
- Conor Cunningham — Director – Travel and Transports Research
- Jake Levinson — Director - Multi-Industry Research
- Katie Selby — Director – Institutional Sales
- Scott Mikus — Director - Aerospace, Defense and Space Research
- Jacob Aiken-Phillips — Director – Consumer/Retail Research
- Rebeca Sollosy — Chief Compliance Officer
- Mitch Avnet — Senior Compliance Advisor
- Gregg Paster — General Counsel

## Questions

### Who founded Melius Research, and what is the firm's background?

The founder of Melius Research is not publicly identified in available sources. The firm is categorized as a research-driven investment firm, but its founding narrative and principal's background remain undisclosed.

### Which sectors does Melius Research cover?

Melius Research publicly covers the technology and industrial sectors, as inferred from its published research on companies such as Apple, Microsoft, and Caterpillar (per various, 2024). No other sector focus has been confirmed.

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Last updated: 2026-08-11T15:07:26.757Z

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