# Melius Research

> Melius Research is a state-registered investment advisory firm in New York, NY, registered since 2021, with no regulatory assets under management reported in its Form ADV filing dated March 3, 2026.

- CRD: 312314
- Filed as: MELIUS RESEARCH
- Legal name: Melius Research LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: New York, NY
- Filing period: October 2026
- Form ADV filing dated: March 3, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/312314
- AdvisorCensus page: https://advisorcensus.com/firm/melius-research-new-york-ny-312314

## Quick answers

**How is Melius Research compensated?**
On its Form ADV (Item 5.E, October 2026), Melius Research reports these compensation arrangements: hourly charges; subscription fees (for a newsletter or periodical); fixed fees (other than subscription fees).

**Where is Melius Research located?**
Melius Research's principal office is in New York, NY, according to its Form ADV.

**Is Melius Research registered with the SEC or a state?**
Melius Research is a state-registered investment advisory firm, registered since 2021. Status as filed: APPROVED. CRD 312314.

**What types of clients does Melius Research serve?**
By number of clients on Form ADV Item 5.D: other investment advisers (80); investment companies (75).

**Does Melius Research report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/312314

## From the Form ADV filing

### Compensation (Item 5.E)
- Hourly charges
- Subscription fees (for a newsletter or periodical)
- Fixed fees (other than subscription fees)

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Investment companies | 75 | $0 |
| Other investment advisers | 80 | $0 |

### Advisory services (Item 5.G)
- Other

### Firm details
- Registered since: 2021 (5 years)
- Employees: 22 total, 20 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- meliusresearch.com
- LinkedIn @melius-research

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Melius Research (CRD 312314): Form ADV filing data as of October 2026.