MERIT ENERGY COMPANY

RIASEC RegisteredEst. 2000
Total AUM
$3.7B
Discretionary
$3.7B
100% of AUM
Avg account
$308M
Accounts
12
Employees
782
Advisory reps
5

Firm details

Headquarters
DALLAS, Texas
CRD number
109310
Registered since
June 1, 2000
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

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

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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
  • TERRY GOTTBERG

    Chief Executive OfficerCRD 5115051

  • Ann Mennel

    Chief Financial OfficerCRD 7521109

Contacts

3 of 3
  • KATHERINE KEENAN

    Elected ManagerCRD 6629095

  • ELIZABETH WILLIAMS

    Elected ManagerCRD 6629094

  • Chris Hagge

    CCO & General CounselCRD 6629584

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
13727 Noel Rd
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth