MEREO CAPITAL PARTNERS, LLC

Adviser information for MEREO CAPITAL PARTNERS, LLC last updated from Form ADV on February 20th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

Type of Organization Limited Liability Company
Fiscal Year End DECEMBER
Legal Location Delaware, United States

Employees

Total Number of Employees 0
Investment Advisory/Research 0
Registered Broker-Dealer Representatives 0
Registered State Investment Advisers 0
Licensed Agents of an Insurance Company 0
No. of Firms/People that Solicit Clients 0

RAUM

Provides Management of Securities Portfolios No

Clients

Type Number RAUM
Individuals 0 $0
HNW Individuals 0 $0
Banking or thrift institutions 0 $0
Investment companies 0 $0
Business development companies 0 $0
Pooled investment vehicles 0 $0
Pension and profit sharing plans 0 $0
Charitable organizations 0 $0
State or municipal gov entities 0 $0
Other investment advisers 0 $0
Insurance companies 0 $0
Sovereign wealth funds and foreign official institutions 0 $0
Corporations or other businesses 0 $0
Other 0 $0
Type Number
No. of Non-RAUM Clients 0
No. of Non-U.S. Clients 0

Services

Advisory Services
Compensation

Identifiers

SEC RIA File Number 802-126358
SEC ERA File Number 802-126358
SEC CIK Numbers None
SEC CRD Numbers 322511
Legal Entity Identifier None

Principal Office

100 FRONT STREET
SUITE 900
CONSHOHOCKEN
PA
United States
Monday - Friday, 9:00AM TO 5:00PM
Tel: 2037225222, Fax: None

Chief Compliance Officer

None

Industry Affiliates

None

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
MEREO CAPITAL PARTNERS I, LP Private Equity Fund $47.9M $0.3M 96

Control Persons

Name Type Entity Title Since Ownership
Helmers, Leo Individual MANAGING PARTNER AND CEO 01/2021 25-50%
KURTH, RICHARD, FREDRICH Individual MANAGING PARTNER 01/2021 25-50%
OHARE, JOHN, FRANCIS Individual MANAGING PARTNER 01/2021 10-25%
BOERO, GIORGIO, SANTIAGO Individual CHIEF FINANCIAL OFFICER 01/2021 < 5%

No. Employees, Historic

00020222023202420250 on 7/8/20220 on 1/4/20230 on 2/20/2024