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| Merit Energy Company LLC
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|
|---|---|
| CRD # | 109310 |
| SEC # | 801-57598 |
| CIK # | |
| AUM | $4.3 BB (2023-03-13) |
| Employees | 801 (2% Investors, 0% Brokers) |
| Phone | 972-701-8377 |
| Address | 13727 Noel Road Dallas, TX 75240 |
| Source | [IAPD] [Website] |
| Total AUM ($BB) |
|---|
| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| PE | Merit Energy Partners K LP | 2020-03-27 | 868.5 | |
| PE | Merit Energy Partners J LP | 2017-03-23 | 881.2 | |
| PE | Merit Energy Partners I LP | 2015-03-05 | 1,044.8 | |
| PE | MEP Canada II LP | 2012-03-30 | 2.2 | |
| PE | MEP Canada LP | 2012-03-30 | 128.6 | |
| PE | Merit Energy Partners A LP | 2012-03-30 | 0.6 | |
| PE | Merit Energy Partners B LP | 2012-03-30 | 1.3 | |
| PE | Merit Energy Partners C-II LP | 2012-03-30 | 4.6 | |
| PE | Merit Energy Partners C-I LP | 2012-03-30 | 3.3 | |
| PE | Merit Energy Partners D-Iii LP | 2012-03-30 | 1.0 | |
| View All | ||||
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| 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 | 15 | 4.3 |
| (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 | 15 | 4.3 |
| By Discretionary | ||
| Discretionary | 15 | 4.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 15 | 4.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 4.3 | |
| Total | 15 | 4.3 |
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|---|---|---|
|
Leeds Equity Advisors Inc
✚
|
NY | 4.4 |
|
Lee Equity Partners LLC
✚
|
NY | 4.4 |
|
Nassau Corporate Credit LLC
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CT | 4.4 |
|
Serent Capital Management Company LLC
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CA | 4.3 |
|
Robeco Institutional Asset Management US Inc
✚
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NY | 4.3 |
|
Avista Capital Holdings LP
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NY | 4.3 |
|
Stone Point Credit Adviser LLC
✚
|
CT | 4.3 |
|
Banner Ridge Partners LP
✚
|
NY | 4.2 |
|
SDC Capital Partners LLC
✚
|
NY | 4.2 |
|
JF Lehman and Company LLC
✚
|
NY | 4.2 |