Merewether Investment Management, LP

RIASEC RegisteredEst. 2021
Total AUM
$6.9B
Discretionary
$6.9B
100% of AUM
Avg account
$768M
Accounts
9
Employees
25
Advisory reps
4

Firm details

Headquarters
Dallas, Texas
CRD number
293711
Registered since
July 16, 2021
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Merewether Investment Management, LP is a limited partnership that registered with the SEC in 2021 and operates as a hedge fund manager serving institutional clients. The firm charges both a percentage-of-AUM management fee and performance-based fees. Its stated business activities include acting as a CPO/CTA and providing portfolio management for pooled investment vehicles; industry affiliations indicate roles as an adviser and sponsor and as a GP/managing member of pooled vehicles. Merewether is not an active ESG investor, does not position itself as a capital allocator, and is neither a multi-state adviser nor a pension consultant.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • Edward Yu

    Edward Yu

    Chief Operating OfficerCRD 2514890

  • Janice Ezell

    CFO & CCOCRD 7355266

Contacts

2 of 2
  • Rodney Saddington

    FounderCRD 4563014

  • Matthew Sinclair

    Matthew Sinclair

    Partner, Portfolio ManagerCRD 5936401

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

Dallas, TX

Dallas

Location

Dallas, TX

Headquartered in Dallas, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.

Metro area
Dallas-Fort Worth, TX-OK
Region
South
County
Dallas
Address
1900 N Pearl St
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth