# Mereo Capital Partners, LLC

> Mereo Capital Partners, LLC is an exempt reporting adviser in Conshohocken, PA, filing reports since 2022. Exempt reporting advisers do not report regulatory assets under management on Form ADV.

- CRD: 322511
- Filed as: MEREO CAPITAL PARTNERS, LLC
- Reporting status: Exempt reporting adviser (status as filed: ERA - Active)
- Location: Conshohocken, PA
- Filing period: October 2026
- Form ADV filing dated: July 30, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/322511
- AdvisorCensus page: https://advisorcensus.com/firm/mereo-capital-partners-llc-conshohocken-pa-322511

## Quick answers

**Where is Mereo Capital Partners, LLC located?**
Mereo Capital Partners, LLC's principal office is in Conshohocken, PA, according to its Form ADV.

**How does Mereo Capital Partners, LLC report to regulators?**
Mereo Capital Partners, LLC is an exempt reporting adviser, filing reports since 2022. Exempt reporting advisers file a shorter Form ADV. Status as filed: ERA - Active. CRD 322511.

**Does Mereo Capital Partners, LLC 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/322511

**What changed in Mereo Capital Partners, LLC's recent Form ADV filings?**
In the August 2026 filing data: Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Firm details
- Reporting since: 2022 (4 years)
- Employees: Not reported total, Not reported performing advisory functions
- Wrap fee program participation: Not reported
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [mereocapitalpartners.com](https://mereocapitalpartners.com)
- LinkedIn @mereo-capital

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2022 | Not reported | Not reported | July 8, 2022 |
| October 2023 | Not reported | Not reported | January 4, 2023 |
| October 2024 | Not reported | Not reported | July 9, 2024 |
| October 2025 | Not reported | Not reported | January 30, 2025 |
| October 2026 | Not reported | Not reported | July 30, 2026 |


## Changes in the filing (last 12 months)

### August 2026
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Mereo Capital Partners, LLC (CRD 322511): Form ADV filing data as of October 2026.
