Data / Investment advisers / Texas / Merit Energy Company
Merit Energy Company, Dallas, TX: $3.7 billion AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Merit Energy Company is an SEC registered investment adviser with its main office in Dallas, Texas and reports $3.7 billion in regulatory assets under management in its Form ADV filed March 18, 2026. Its clients include pooled investment vehicles. It is paid through a percentage of assets under management and performance based fees. It advises 12 private funds.
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- Registration
- SEC registered investment adviser
- CRD number
- 109310
- SEC file number
- 801-57598
- SEC status
- Approved, effective June 1, 2000
- Legal name
- Merit Energy Company, LLC
- Main office
- 13727 Noel Road Ste 1200, Dallas, TX 75240
- Phone
- (972) 701-8377
- Website
- meritenergy.com
- Regulatory AUM
- $3,695,228,000 in the Form ADV filed March 18, 2026
- Discretionary AUM
- $3,695,228,000
- Accounts
- 12
- Employees
- 782, of which 22 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, performance based fees
- Private funds
- 12: 12 private equity funds
- Gross assets of private funds
- $3,600,458,000
- Umbrella registration
- 1 relying advisers
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 18, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 12 | $3.70 billion |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $3.70 billion | March 18, 2026 |
| December 1, 2025 | $4.06 billion | March 10, 2025 |
Other advisers in Dallas
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Turtle Creek Trust | Dallas | $4.28 billion | Not listed | adviserinfo.sec.gov |
| Texas Capital Bank Private Wealth Advisors | Dallas | $4.19 billion | Not listed | adviserinfo.sec.gov |
| Tailwater Capital | Dallas | $3.97 billion | 19 | adviserinfo.sec.gov |
| Guidestone Investment Services | Dallas | $3.91 billion | Not listed | adviserinfo.sec.gov |
| Transwestern Investments | Dallas | $3.75 billion | 5 | adviserinfo.sec.gov |
| Regan Capital | Dallas | $3.59 billion | 3 | adviserinfo.sec.gov |
| Sycamore Tree Capital Partners, L.P. | Dallas | $3.54 billion | 12 | adviserinfo.sec.gov |
| Advisor Resource Council | Dallas | $3.49 billion | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Dallas, TX
- Investment advisers in Texas
- Advisers with $1 billion to $10 billion in AUM
- Advisers serving pooled investment vehicles
- Advisers that manage private funds
- Merit Energy Company on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.