MERIT ENERGY COMPANY
Firm details
- Headquarters
- DALLAS, Texas
- CRD number
- 109310
- Registered since
- June 1, 2000
- Website
- www.meritenergy.com
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Merit Energy Company is organized as a limited liability company and operates as a private equity manager focused on pooled investment vehicles. The firm acts as sponsor, general partner and managing member for its funds, taking an active role in structuring and overseeing energy-sector investments. Its client base is institutional, and its advisory work is concentrated on portfolio management for private funds rather than retail accounts. Merit Energy uses a fee model combining a percentage of assets under management with performance-based fees and does not position itself as an ESG-focused investor. Investment activity centers on energy and commodity exposures, with the firm deploying capital into oil and gas–related strategies. As a private equity allocator and fund sponsor, Merit Energy typically targets investments where it can influence operations and value creation through the GP role and by assembling pooled capital across its funds.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
2 of 2TERRY GOTTBERG
Chief Executive OfficerCRD 5115051
Ann Mennel
Chief Financial OfficerCRD 7521109
Contacts
3 of 3KATHERINE KEENAN
Elected ManagerCRD 6629095
ELIZABETH WILLIAMS
Elected ManagerCRD 6629094
Chris Hagge
CCO & General CounselCRD 6629584
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
- 13727 Noel Rd
- Time zone
- CT (UTC-6)
- Office locations
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