# Meyerowitz Investment Management

Meyerowitz Investment Management is an Asset Manager based in Boca Raton, United States.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** Boca Raton, United States
- **Region:** North America
- **Address:** Boca Raton, FL, United States
- **Founded:** 1998
- **Assets under management:** $100M – $500M (Altss estimate)
- **Website:** meyerowitzinvestment.com
- **LinkedIn:** https://www.linkedin.com/company/mark-meyerowitz-a504105

## Regulatory record

- **CRD number:** 123969
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/123969

## About

MEYEROWITZ INVESTMENT MANAGEMENT is a state-registered investment adviser. The firm manages approximately $8 million in regulatory assets. It has 1 employee and 1 investment adviser.

## Sectors

- Financial Services
- Private Credit
- Real Estate

## People

- Steven Meyerowitz — Founder and Chief Investment Officer

## Questions

### Who makes investment decisions at Meyerowitz Investment Management?

Steven Meyerowitz, the founder and CIO, holds final decision authority on all portfolio positions. The firm operates without an investment committee, giving Meyerowitz unilateral discretion to act on opportunities. This structure departs from the multi-layered approval processes common at larger RIAs.

### How does the firm source investment opportunities?

The firm relies on Meyerowitz's personal network, developed over 25 years of investing in community banks, thrift conversions, and private placements. Deal flow comes through relationships with regional bank executives, securities attorneys specializing in mutual-to-stock conversions, and brokers trading illiquid fixed-income instruments. There is no institutional origination team or external consultant pipeline.

### What is the typical portfolio concentration?

The firm maintains a concentrated portfolio, rarely exceeding 30 total positions. Individual equity positions can represent more than 5% of a client's assets when conviction is high. This stands in contrast to the 50–100 position models standard among RIA platforms and reflects Meyerowitz's willingness to accept idiosyncratic risk in exchange for higher expected returns.

## Related profiles

- [Nagle Investment Advisors](https://altss.com/profile/nagle-investment-advisors-ltd)
- [Institute of Trade Management](https://altss.com/profile/institute-of-trade-management)

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Last updated: 2026-06-03T20:00:00.000Z

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

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