|
⚲
|
| Keyboard |
| Merit Energy Company LLC
✚
|
|
|---|---|
| CRD # | 109310 |
| SEC # | 801-57598 |
| CIK # | |
| AUM | 3,695.2 M (2026-03-18) |
| Employees | 782 (3% Investors, 0% Brokers) |
| Phone | 972-701-8377 |
| Address | 13727 Noel Road Dallas, TX 75240 |
| Source | [IAPD] [Website] |
| Total AUM ($B) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| PE | Merit Energy Partners L LP | [2024-03-25] | 421.8 M | |
| Filed 2023-07-26 (D) · Exemption 506(b), 3(c), 3(c)(1), 3(c)(7) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose | ||||
| PE | Merit Energy Partners K LP | [2020-03-27] | 766.5 M | |
| Filed 2019-03-26 (D) · Exemption 506(b), 3(c), 3(c)(1), 3(c)(9), 3(c)(7) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose | ||||
| PE | Merit Energy Partners J LP | [2017-03-23] | 789.6 M | 723.6 M |
| Filed 2016-10-07 (D) · Exemption 506(b), 3(c), 3(c)(1), 3(c)(9), 3(c)(7) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose | ||||
| PE | Merit Energy Partners I LP | [2015-03-05] | 840.1 M | 835.9 M |
| Filed 2014-10-29 (D) · Exemption 506(b), 3(c), 3(c)(1), 3(c)(9), 3(c)(7) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose | ||||
| PE | MEP Canada II LP | 2012-03-30 | 2.2 M | |
| PE | MEP Canada LP | 2012-03-30 | 128.6 M | |
| PE | Merit Energy Partners A LP | 2012-03-30 | 0.6 M | |
| PE | Merit Energy Partners B LP | 2012-03-30 | 1.3 M | |
| PE | Merit Energy Partners C-II LP | 2012-03-30 | 4.6 M | |
| PE | Merit Energy Partners C-I LP | 2012-03-30 | 3.3 M | |
| View All | ||||
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 12 | 3.7 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 12 | 3.7 |
| By Discretionary | ||
| Discretionary | 12 | 3.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 12 | 3.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 3.7 | |
| Total | 12 | 3.7 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| Kevin Ryan | Executive Officer | 62 | 4 | |
| Elizabeth Williams | Director | 18 | 2 | |
| Robert Sharpe | Director | 9 | 2 | |
| John Walter | Director | 8 | 2 | |
| Terry Gottberg | Executive Officer | 6 | 2 | |
| Angie Harrington | Executive Officer | 6 | 2 | |
| Jay Prudhomme | Executive Officer | 6 | 2 | |
| Chad Brister | Executive Officer | 6 | 2 | |
| Christopher Hagge | Executive Officer | 6 | 2 | |
| Melanie Lane | Executive Officer | 6 | 2 | |
| View All | ||||
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $4.1B |
| Serves | Institutional |
| Fund Types | Private Equity |
| Related People Network |
|---|
| 31 people file Form D offerings alongside this firm's people. |
| Comparable Firms | State | AUM |
|---|---|---|
|
Plexus Capital LLC
✚
|
NC | 3,772.0 M |
|
10th Lane Partners LP
✚
|
NY | 3,756.8 M |
|
Kingswood Capital Management LP
✚
|
CA | 3,750.1 M |
|
CFT Capital Management LLC
✚
|
CA | 3,746.6 M |
|
Annaly Credit Opportunities Management LLC
✚
|
NY | 3,726.9 M |
|
Falfurrias Management Partners LP
✚
|
NC | 3,712.1 M |
|
Popular Asset Management LLC
✚
|
PR | 3,711.5 M |
|
ONCAP Management Partners LP
✚
|
3,709.0 M | |
|
MidOcean US Advisor LP
✚
|
NY | 3,700.8 M |
|
57 Stars LLC
✚
|
VA | 3,698.1 M |