# Meros Investment Management

Meros Investment Management is an Asset Manager based in Dallas, United States.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** Dallas, United States
- **Region:** North America
- **Address:** 1845 Woodall Rodgers, Suite 1000, Dallas, TX 75201, United States
- **Founded:** 2019
- **Assets under management:** Undisclosed
- **Website:** merosinv.com
- **LinkedIn:** https://www.linkedin.com/company/meros-investment-management-lp

## Regulatory record

- **CRD number:** 305152
- **SEC file number:** 801-117225
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-03-31T05:00:00.000Z
- **Reports private funds:** Yes
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/305152

## About

Meros Investment Management was established in 2019 in Dallas, Texas, to serve pensions, endowments, and foundations. The firm’s origin story is tied to an experienced team that managed microcap assets across multiple market cycles prior to the firm’s formation, bringing a long track record to a newly independent platform. Meros operates a single-strategy shop centered on US microcap equities, a domain characterized by companies with market capitalizations under $1 billion. The firm deploys a moderately concentrated portfolio of 30 to 45 positions for its core microcap strategy, emphasizing fundamental research, upside/downside analysis, and flexibility across growth and value styles. A secondary nanocap strategy targets still-smaller companies with minimal liquidity, allowing clients concentrated exposure to the least efficient corner of the public equity market. Both strategies trace their track record to an inception date of March 31, 2014, predating the firm’s own founding. The geographic footprint is exclusively domestic US. The firm maintains a single office in the Uptown district of Dallas at 1845 Woodall Rodgers and serves institutional allocators such as insurance companies, endowments, foundations, and pension funds. The team’s prior experience includes managing mandates for global mutual fund clients. May 2024: No verifiable recent operational event found; the firm maintains a low public profile consistent with a focused institutional boutique. Meros’ structural differentiator is its purity of mandate. By forgoing expansion into large-cap, mid-cap, or private markets, the firm avoids the capacity constraints and style drift that dilute returns for generalist managers competing in the microcap space. This single-strategy architecture aligns the entire research and trading infrastructure with the liquidity and information asymmetries unique to microcap investing.

## Questions

### What does Meros Investment Management specialize in?

The firm specializes entirely in US microcap equities, running a core microcap strategy with 30 to 45 positions and a separate nanocap strategy focused on illiquid, smaller-capitalization stocks. Meros uses fundamental research and an upside/downside framework to construct portfolios, applying no single valuation measure across all sectors. Both strategies report a track record dating to March 2014, per the firm’s website.

### How does Meros size its microcap positions?

Meros targets 30 to 45 holdings in its core microcap strategy, a concentration level the firm argues reflects lessons learned about trading, position sizing, and market dynamics in this segment. The nanocap vehicle adds a smaller set of concentrated illiquid names where modest position sizes are required due to sporadic liquidity. Specific weighting constraints have not been publicly disclosed.

### Does Meros participate in fund commitments or direct deals?

Meros is exclusively a public equities manager focused on direct stock selection. It does not participate in private fund commitments, venture capital, or direct private deals per its disclosed strategy documentation.

## Related profiles

- [Meron Capital](https://altss.com/profile/meron-capital)
- [Merrick Ventures](https://altss.com/profile/merrick-ventures)

---

Last updated: 2026-07-06T01:54:34.685Z

Canonical page: https://altss.com/profile/meros-investment-management

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology