Cio/portfolio Manager · Meros Investment Management, LP
Timothy D. Chatard
CRD 2168272 · Named on Form ADV at one SEC-registered adviser
At a glance
Meros Investment Management, LP, an SEC-registered asset manager based in Dallas, TX with $321 million in regulatory assets, lists Timothy D. Chatard on its Form ADV as Cio/portfolio Manager, a control person.
Firms and roles
- Meros Investment Management, LPCio/portfolio ManagerAsset manager · Dallas, TX · $321M in regulatory assets
AtlasMembers
Timothy’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
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Colleagues named on the same filings
- Kenneth S. CanonChief Executive Officer, Meros Investment Management, LP
- Wesley C. McDowellGeneral Counsel & Chief Compliance Officer, Meros Investment Management, LP
- Kevin T. CarringtonCo-Portfolio Manager, Meros Investment Management, LP
- III J. W. ThompsonCfo/coo, Meros Investment Management, LP
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Timothy’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.