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 organized as a limited partnership operating as a hedge fund manager focused on institutional clients. The firm is registered with the SEC and functions as a commodity pool operator/commodity trading advisor and as an adviser to pooled investment vehicles. Its business model combines asset-based management fees with performance-based compensation. Merewether does not position itself as an ESG investor and is not structured as a multi-state adviser. Merewether runs multiple pooled vehicles (four private funds, primarily hedge funds) and serves as an investment sponsor and general partner/manager of those vehicles. The firm’s clientele is concentrated and institutional, and its reporting indicates active portfolio management for pooled strategies rather than acting as a broad capital allocator or a pension consultant.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

2 of 2
  • EDWARD YU

    Chief Operating OfficerCRD 2514890

  • Janice Ezell

    CFO & CCOCRD 7355266

Contacts

2 of 2
  • RODNEY SADDINGTON

    FounderCRD 4563014

  • MATTHEW SINCLAIR

    Partner, Portfolio ManagerCRD 5936401

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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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