Meros Investment Management, Lp
- Regulatory AUM
- $321M
- Discretionary
- $321M
- Clients
- 4
- Avg AUM / client
- $80.2M
- Accounts
- 4
- Employees
- 10
AUM over time
Annual snapshots from Form ADV filings · as of Jul 06, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Investment companies | 1 | $23.5M | 7.31% |
| Pooled investment vehicles (non-investment companies) | 1 | $18.0M | 5.61% |
| Pension and profit sharing plans | 2 | $280M | 87.1% |
People (6)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Massey, Greg | Owner | Feb 1998 (29y) | ≈ 18.75% – 56.25% via First United Bank And Trust Company | |
| Canon, Kenneth, Scott | Chief Executive Officer | Jul 2019 (7y) | Less than 5% | |
| Chatard, Timothy, Darin | Cio/Portfolio Manager | Jul 2019 (7y) | 25% – 50% | |
| Carrington, Kevin, Troy | Co Portfolio Manager | Sep 2019 (7y) | 10% – 25% | |
| Mcdowell, Wesley, Campbell | General Counsel & Chief Compliance Officer | Jan 2021 (6y) | Less than 5% | |
| Thompson, Iii, Joseph, Whitaker | Cfo/Coo | Oct 2023 (3y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Ranger Asset Management Company, Llc | Limited Partner | Oct 2023 | A | 50% – 75% |
| Ranger Gp Services, Llc | General Partner | Oct 2023 | A | Less than 5% |
| Ranger Asset Management Company, Llc | Member | Mar 2023 | B | ≈ 0% – 5% via Ranger Gp Services, Llc |
| First United Bank And Trust Company | Member | Mar 2023 | B | ≈ 37.5% – 75% via Ranger Asset Management Company, Llc |
Undisclosed: 0% – 15% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Massey, Greg: 50% – 75% of First United Bank And Trust Company × 75% – 100% of Ranger Asset Management Company, Llc × 50% – 75% direct ≈ 18.75% – 56.25% of the firm
- Ranger Asset Management Company, Llc: 75% – 100% of Ranger Gp Services, Llc × 0% – 5% direct ≈ 0% – 5% of the firm
- First United Bank And Trust Company: 75% – 100% of Ranger Asset Management Company, Llc × 50% – 75% direct ≈ 37.5% – 75% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 07/06/2026 | 1.18 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for investment companies
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- BNY Mellon $161M (50% of AUM) Jul 2026
- Northern Trust $137M (43% of AUM) Jul 2026
- Us Bancorp $23.5M (7% of AUM) Jul 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 06, 2026.
View current Form ADV (SEC/IAPD) ↗