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RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM none

MAERIS LP

CRD 168358

SEATTLE, WA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:2986f8e7-d0e7-2afe-2c16-72c91d520c84

Data as of Jan 22, 2015 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 4:49 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 0
Observed: Jul 19, 2013 to Jan 22, 2015
7 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $0Item 5.F on the latest filing (2015-01-22); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $0
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Advisors on IAPD: 0
Employees: 1
Advisory employees: 1
Accounts: 0
SEC number: 801-78372
CRD: 168358
Filings on the tape: 7
First filed: Jul 19, 2013
Latest filed: Jan 22, 2015
Organised: Limited Partnership, Delaware

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
MAERIS HOLDINGS CORP.	GENERAL PARTNER	Na	yes	02/2013	Mar 31, 2014	Jan 22, 2015
ROSE, LAUREN, TAYLOR	SHAREHOLDER, DIRECTOR, PRESIDENT, SECRETARY AND TREASURER	E	yes	02/2013	Jul 19, 2013	Jan 22, 2015
ROSE, LAUREN, TAYLOR	PRINCIPAL AND CHIEF COMPLIANCE OFFICER	E	yes	04/2013	Jul 19, 2013	Jan 22, 2015

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2013	Mar 31, 2014	$110M	$110M	2	2	n/a	n/a	n/a

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2013	$0	n/a	n/a	n/a	n/a	1	n/a	n/a	n/a

Relationships

Controls (2)

← ROSE, LAUREN, TAYLOROwnerSHAREHOLDER, DIRECTOR, PRESIDENT, SECRETARY AND TREASURER, ownership code E, individual
Jul 19, 2013 to presentfactForm ADV
← MAERIS HOLDINGS CORP.OwnerGENERAL PARTNER, ownership code NA, domestic entity
Mar 31, 2014 to presentfactForm ADV

Dated events

Occurred
Jul 19, 2013
First Form ADV filing
Maeris Lp filed its initial SEC registration (Form ADV)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:2986f8e7-d0e7-2afe-2c16-72c91d520c84
First observed: Jul 19, 2013
Last observed: Jan 22, 2015 142 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

MAERIS LP

CRD 168358

SEATTLE, WA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:2986f8e7-d0e7-2afe-2c16-72c91d520c84

Data as of Jan 22, 2015 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 4:49 AM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

MAERIS HOLDINGS CORP.

GENERAL PARTNER

yes

02/2013

Mar 31, 2014

Jan 22, 2015

ROSE, LAUREN, TAYLOR

SHAREHOLDER, DIRECTOR, PRESIDENT, SECRETARY AND TREASURER

yes

02/2013

Jul 19, 2013

Jan 22, 2015

ROSE, LAUREN, TAYLOR

PRINCIPAL AND CHIEF COMPLIANCE OFFICER

yes

04/2013

Jul 19, 2013

Jan 22, 2015

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2013

Mar 31, 2014

$110M

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2013

n/a