Meros Investment Management

Overview

Meros Investment Management is a private investment firm based in Dallas, Texas, focusing exclusively on U.S. microcap equities. Founded in 2019, the firm aims to provide compelling risk-adjusted returns to its clients through a disciplined investment approach. The experienced team has managed assets for pensions, endowments, foundations, and mutual fund clients globally through multiple market cycles. The firm's investment strategy centers on fundamental research-driven security selection processes, targeting micro-cap companies with favorable risk-reward characteristics. Meros offers direct investment advisory services to institutional investors and manages portfolios of micro-capitalization companies. The firm requires a minimum investment threshold of $5,000,000 to open a Separate Account, with management fees typically at an annual rate of 1.50%. Clients may negotiate fee structures based on specific circumstances. Meros Investment Management is registered with the United States Securities and Exchange Commission in accordance with the Investment Advisers Act of 1940. The firm adheres to 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. Prospective investors are encouraged to review the firm's offering documents and consult with financial advisors before making investment decisions.

Investment Focus

• Management fees typically at an annual rate of 1.50%