DFX Intelligence

Data Factory

RIA / WealthRegistered adviserasset managerSEC registeredRAUM 1b 10b

MERIT ENERGY COMPANY

MERIT ENERGY COMPANY, LLC, CRD 109310

DALLAS, TX

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:9405a19c-473f-ec69-e73b-82e72d68ae07

Data as of Mar 18, 2026 (this record's last observation) from federal regulator filings. Page built Sep 18, 2026, 10:52 PM UTC and rebuilt at most every 15 minutes.

Relationships: 46
Dated events: 4
On other graphs: 2
Observed: Mar 30, 2012 to Mar 18, 2026
21 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

Merit Energy Company

Private equity manager · shared crd

Independent Sponsorsidentity

Merit Energy Company

Capital provider to sponsors · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: asset managerderivedprivate_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $3.7BItem 5.F on the latest filing (2026-03-18); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $3.7B
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 782
Advisory employees: 22
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 12
Private funds: 12Schedule D 7.B(1)
Custody, client assets: $3.4B
Relying advisers: 1
SEC number: 801-57598
CRD: 109310
Filings on the tape: 21
First filed: Mar 30, 2012
Latest filed: Mar 18, 2026
Organised: Limited Liability Company, DE
Website: meritenergy.com

Private funds

Schedule D 7.B(1); gross asset value as reported, never fund size; reporting ends 2024-12-31; showing 25 of 29

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
MERIT ENERGY PARTNERS I, LP	Private Equity Fund	$984M	Mar 25, 2024	95	Mar 5, 2015	reported	n/a
MERIT ENERGY PARTNERS K, LP	Private Equity Fund	$876M	Mar 25, 2024	80	Mar 27, 2020	reported	n/a
MERIT ENERGY PARTNERS J LP	Private Equity Fund	$847M	Mar 25, 2024	81	Mar 23, 2017	reported	n/a
MERIT ENERGY PARTNERS H, LP	Private Equity Fund	$605M	Mar 25, 2024	108	Mar 30, 2012	reported	021-1512302
MERIT ENERGY PARTNERS L, LP	Private Equity Fund	$404M	Mar 25, 2024	77	Mar 25, 2024	reported	n/a
MERIT ENERGY PARTNERS VIII, LP	Private Equity Fund	$342M	Mar 25, 2024	1	Mar 30, 2012	reported	n/a
MERIT ENERGY PARTNERS G, LP	Private Equity Fund	$276M	Mar 25, 2024	59	Mar 30, 2012	reported	n/a
MERIT ENERGY PARTNERS X, LP	Private Equity Fund	$156M	Mar 25, 2024	1	Mar 30, 2012	reported	n/a
MEP CANADA, LP	Private Equity Fund	$129M	Sep 1, 2022	23	Mar 30, 2012	dropped	n/a
MERIT ENERGY PARTNERS III-C, LP	Private Equity Fund	$61.3M	Mar 25, 2024	1	Mar 30, 2012	reported	n/a
MERIT ENERGY PARTNERS F-II, LP	Private Equity Fund	$20.4M	Mar 25, 2024	41	Mar 30, 2012	reported	n/a
MERIT ENERGY PARTNERS VI, LP	Private Equity Fund	$7.8M	Mar 25, 2024	1	Mar 30, 2012	reported	n/a
MERIT ENERGY PARTNERS III-A, LP	Private Equity Fund	$6.7M	Mar 25, 2024	1	Mar 30, 2012	reported	n/a
MERIT ENERGY PARTNERS E-I, LP	Private Equity Fund	$5.5M	Mar 27, 2020	44	Mar 30, 2012	dropped	n/a
MERIT ENERGY PARTNERS C-II, LP	Private Equity Fund	$4.6M	Mar 27, 2020	15	Mar 30, 2012	dropped	n/a
MERIT ENERGY PARTNERS III, LP	Private Equity Fund	$4.4M	Mar 25, 2024	1	Mar 30, 2012	reported	n/a
MERIT ENERGY PARTNERS IX, LP	Private Equity Fund	$4.3M	Mar 25, 2024	1	Mar 30, 2012	reported	n/a
MERIT ENERGY PARTNERS D-I, LP	Private Equity Fund	$4.2M	Mar 27, 2020	19	Mar 30, 2012	dropped	n/a
MERIT ENERGY PARTNERS V, LP	Private Equity Fund	$4.2M	Oct 10, 2023	1	Mar 30, 2012	reported	n/a
MERIT ENERGY PARTNERS C-I, LP	Private Equity Fund	$3.3M	Mar 27, 2020	16	Mar 30, 2012	dropped	n/a
MERIT ENERGY PARTNERS D-II, LP	Private Equity Fund	$2.6M	Mar 27, 2020	10	Mar 30, 2012	dropped	n/a
MEP CANADA II, LP	Private Equity Fund	$2.2M	Mar 23, 2017	31	Mar 30, 2012	dropped	n/a
MERIT ENERGY PARTNERS F-III, LP	Private Equity Fund	$2.0M	Mar 25, 2024	29	Mar 30, 2012	reported	n/a
MERIT ENERGY PARTNERS E-II, LP	Private Equity Fund	$1.9M	Mar 24, 2021	22	Mar 30, 2012	dropped	n/a
MERIT ENERGY PARTNERS F-I, LP	Private Equity Fund	$1.7M	Mar 26, 2019	53	Mar 30, 2012	dropped	n/a

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
Gayden, Cynthia, Newton	Trustee	F	yes	08/2022	May 15, 2023	Mar 25, 2024
Gayden, Cynthia, Newton	Trustee	F	yes	04/2016	May 15, 2023	Mar 25, 2024
GOTTBERG, TERRY, DEAN	CHAIRMAN, PRESIDENT, CEO, ELECTED MANAGER, DIRECT OWNER/LLC MEMBER	B	yes	05/2009	Mar 30, 2012	Mar 25, 2024
HAGGE, CHRISTOPHER, SCOTT	CHIEF LEGAL OFFICER, CHIEF COMPLIANCE OFFICER, GENERAL COUNSEL	Na	yes	01/2006	Mar 23, 2016	Mar 25, 2024
MENNEL, ANN, MARIE	VICE PRESIDENT, CHIEF FINANCIAL OFFICER	Na	yes	04/2021	Mar 16, 2022	Mar 25, 2024
MERIT ENERGY MANAGEMENT GP, LLC	GENERAL PARTNER	F	yes	12/2009	May 15, 2023	Mar 25, 2024
MP MANAGEMENT TRUST	GENERAL PARTNER	F	yes	04/2016	May 15, 2023	Mar 25, 2024
MP MANAGEMENT TRUST	GENERAL PARTNER	F	yes	04/2016	May 15, 2023	Mar 25, 2024
MP MANAGEMENT TRUST	SOLE MEMBER AND MANAGER	E	yes	06/2016	May 15, 2023	Mar 25, 2024
BEVO PARTNERS, LP	DIRECT OWNER/LLC MEMBER	B	no	01/2008	Mar 30, 2012	Mar 25, 2024
GAYDEN 2002 FAMILY TRUST	DIRECT OWNER/LLC MEMBER	A	no	08/2022	Mar 30, 2012	Mar 25, 2024
KEENAN, KATHERINE, GAYDEN	LIMITED PARTNER	E	no	04/1992	Mar 23, 2016	Mar 25, 2024
KEENAN, KATHERINE, GAYDEN	ELECTED MANAGER	Na	no	01/2015	Mar 23, 2016	Mar 25, 2024
MERIT ENERGY MANAGEMENT, LP	DIRECT OWNER/LLC MEMBER	C	no	01/2015	Mar 23, 2016	Mar 25, 2024
NAZUNI PARTNERS, LP	DIRECT OWNER/LLC MEMBER	B	no	01/2008	Mar 30, 2012	Mar 25, 2024
WILLIAMS, ELIZABETH, GAYDEN	LIMITED PARTNER	E	no	04/1992	Mar 23, 2016	Mar 25, 2024
WILLIAMS, ELIZABETH, GAYDEN	ELECTED MANAGER	Na	no	01/2015	Mar 23, 2016	Mar 25, 2024

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 18, 2026	$3.7B	$3.7B	782	22	0	12	n/a
2024	Mar 10, 2025	$4.1B	$4.1B	871	22	0	15	n/a
2023	Mar 25, 2024	$4.6B	$4.6B	831	22	0	15	$4.6B
2022	Mar 13, 2023	$4.3B	$4.3B	801	16	0	15	$4.3B
2021	Mar 16, 2022	$4.0B	$4.0B	802	11	0	16	$4.0B
2020	Mar 24, 2021	$4.8B	$4.8B	780	11	0	18	$4.8B
2019	Mar 27, 2020	$4.3B	$4.3B	735	11	0	26	$4.3B
2018	Mar 26, 2019	$4.7B	$4.7B	702	12	0	26	$4.7B
2017	Mar 28, 2018	$4.8B	$4.8B	760	10	0	26	$4.7B
2016	Mar 23, 2017	$4.2B	$4.2B	730	10	n/a	27	$4.2B
2015	Mar 23, 2016	$4.1B	$4.1B	644	10	n/a	26	$4.1B
2014	Mar 5, 2015	$4.8B	$4.8B	680	10	n/a	26	$4.6B
2013	Mar 21, 2014	$4.6B	$4.6B	600	8	n/a	25	$4.1B
2012	Mar 22, 2013	$4.0B	$4.0B	615	8	n/a	25	$3.6B
2011	Mar 30, 2012	$4.1B	$4.1B	n/a	n/a	n/a	25	$3.2B

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$3.7B	$4.1B	-8.9%	$4.3B	-5.1%	782	871	0	0

Relationships

Advises (29)

→ MERIT ENERGY PARTNERS J LPPrivate fundPrivate Equity Fund, IA
Mar 23, 2017 to presentfactForm ADV
→ MERIT ENERGY PARTNERS F-III, LPPrivate fundPrivate Equity Fund, IA
Mar 30, 2012 to presentfactForm ADV
→ MERIT ENERGY PARTNERS L, LPPrivate fundPrivate Equity Fund, IA
Mar 25, 2024 to presentfactForm ADV
→ MERIT ENERGY PARTNERS III-C, LPPrivate fundPrivate Equity Fund, IA
Mar 30, 2012 to presentfactForm ADV
→ MERIT ENERGY PARTNERS X, LPPrivate fundPrivate Equity Fund, IA
Mar 30, 2012 to presentfactForm ADV
→ MERIT ENERGY PARTNERS III, LPPrivate fundPrivate Equity Fund, IA
Mar 30, 2012 to presentfactForm ADV
→ MERIT ENERGY PARTNERS VI, LPPrivate fundPrivate Equity Fund, IA
Mar 30, 2012 to presentfactForm ADV
→ MERIT ENERGY PARTNERS IX, LPPrivate fundPrivate Equity Fund, IA
Mar 30, 2012 to presentfactForm ADV
→ MERIT ENERGY PARTNERS H, LPPrivate fundPrivate Equity Fund, IA
Mar 30, 2012 to presentfactForm ADV
→ MERIT ENERGY PARTNERS K, LPPrivate fundPrivate Equity Fund, IA
Mar 27, 2020 to presentfactForm ADV
→ MERIT ENERGY PARTNERS III-A, LPPrivate fundPrivate Equity Fund, IA
Mar 30, 2012 to presentfactForm ADV
→ MERIT ENERGY PARTNERS G, LPPrivate fundPrivate Equity Fund, IA
Mar 30, 2012 to presentfactForm ADV
→ MERIT ENERGY PARTNERS I, LPPrivate fundPrivate Equity Fund, IA
Mar 5, 2015 to presentfactForm ADV
→ MERIT ENERGY PARTNERS F-II, LPPrivate fundPrivate Equity Fund, IA
Mar 30, 2012 to presentfactForm ADV
→ MERIT ENERGY PARTNERS VIII, LPPrivate fundPrivate Equity Fund, IA
Mar 30, 2012 to presentfactForm ADV
→ MERIT ENERGY PARTNERS V, LPPrivate fundPrivate Equity Fund, IA
Mar 30, 2012 to presentfactForm ADV
→ MEP CANADA, LPPrivate fundPrivate Equity Fund, IA, no longer reported
Mar 30, 2012 to Sep 1, 2022factForm ADV
→ MERIT ENERGY PARTNERS E-III, LPPrivate fundPrivate Equity Fund, IA, no longer reported
Mar 30, 2012 to Mar 24, 2021factForm ADV
→ MERIT ENERGY PARTNERS E-II, LPPrivate fundPrivate Equity Fund, IA, no longer reported
Mar 30, 2012 to Mar 24, 2021factForm ADV
→ MERIT ENERGY PARTNERS D-III, LPPrivate fundPrivate Equity Fund, IA, no longer reported
Mar 30, 2012 to Mar 27, 2020factForm ADV
→ MERIT ENERGY PARTNERS D-II, LPPrivate fundPrivate Equity Fund, IA, no longer reported
Mar 30, 2012 to Mar 27, 2020factForm ADV
→ MERIT ENERGY PARTNERS B, LPPrivate fundPrivate Equity Fund, IA, no longer reported
Mar 30, 2012 to Mar 27, 2020factForm ADV
→ MERIT ENERGY PARTNERS C-II, LPPrivate fundPrivate Equity Fund, IA, no longer reported
Mar 30, 2012 to Mar 27, 2020factForm ADV
→ MERIT ENERGY PARTNERS A, LPPrivate fundPrivate Equity Fund, IA, no longer reported
Mar 30, 2012 to Mar 27, 2020factForm ADV
→ MERIT ENERGY PARTNERS C-I, LPPrivate fundPrivate Equity Fund, IA, no longer reported
Mar 30, 2012 to Mar 27, 2020factForm ADV
→ MERIT ENERGY PARTNERS D-I, LPPrivate fundPrivate Equity Fund, IA, no longer reported
Mar 30, 2012 to Mar 27, 2020factForm ADV
→ MERIT ENERGY PARTNERS E-I, LPPrivate fundPrivate Equity Fund, IA, no longer reported
Mar 30, 2012 to Mar 27, 2020factForm ADV
→ MERIT ENERGY PARTNERS F-I, LPPrivate fundPrivate Equity Fund, IA, no longer reported
Mar 30, 2012 to Mar 26, 2019factForm ADV
→ MEP CANADA II, LPPrivate fundPrivate Equity Fund, IA, no longer reported
Mar 30, 2012 to Mar 23, 2017factForm ADV

Controls (6)

← GOTTBERG, TERRY, DEANOwnerCHAIRMAN, PRESIDENT, CEO, ELECTED MANAGER, DIRECT OWNER/LLC MEMBER, ownership code B, individual
Mar 30, 2012 to Mar 25, 2024factForm ADV
← HAGGE, CHRISTOPHER, SCOTTOwnerCHIEF LEGAL OFFICER, CHIEF COMPLIANCE OFFICER, GENERAL COUNSEL, ownership code NA, individual
Mar 23, 2016 to Mar 25, 2024factForm ADV
← MENNEL, ANN, MARIEOwnerVICE PRESIDENT, CHIEF FINANCIAL OFFICER, ownership code NA, individual
Mar 16, 2022 to Mar 25, 2024factForm ADV
← Gayden, Cynthia, NewtonOwnerTRUSTEE, ownership code F, individual
May 15, 2023 to Mar 25, 2024factForm ADV
← MERIT ENERGY MANAGEMENT GP, LLCOwnerGENERAL PARTNER, ownership code F, domestic entity
May 15, 2023 to Mar 25, 2024factForm ADV
← MP MANAGEMENT TRUSTOwnerGENERAL PARTNER, ownership code F, domestic entity
May 15, 2023 to Mar 25, 2024factForm ADV

Owns (6)

← WILLIAMS, ELIZABETH, GAYDENOwnerLIMITED PARTNER, ownership code E, individual
Mar 23, 2016 to Mar 25, 2024factForm ADV
← KEENAN, KATHERINE, GAYDENOwnerLIMITED PARTNER, ownership code E, individual
Mar 23, 2016 to Mar 25, 2024factForm ADV
← BEVO PARTNERS, LPOwnerDIRECT OWNER/LLC MEMBER, ownership code B, domestic entity
Mar 30, 2012 to Mar 25, 2024factForm ADV
← GAYDEN 2002 FAMILY TRUSTOwnerDIRECT OWNER/LLC MEMBER, ownership code A, domestic entity
Mar 30, 2012 to Mar 25, 2024factForm ADV
← MERIT ENERGY MANAGEMENT, LPOwnerDIRECT OWNER/LLC MEMBER, ownership code C, domestic entity
Mar 23, 2016 to Mar 25, 2024factForm ADV
← NAZUNI PARTNERS, LPOwnerDIRECT OWNER/LLC MEMBER, ownership code B, domestic entity
Mar 30, 2012 to Mar 25, 2024factForm ADV

Dated events

Occurred
May 15, 2023
Control person joined
Newton Cynthia Gayden (Trustee) appeared on Schedule A of Merit Energy Company
Form ADVobserved 3 days ago
Occurred
Sep 1, 2022
Control person left
K. William Gayden (Chairman, Elected Manager) no longer on Schedule A of Merit Energy Company (listed 2022-04-27, absent 2022-09-01)
Form ADVobserved 3 days ago
Occurred
Mar 16, 2022
Control person joined
Marie Ann Mennel (Vice President, Chief Financial Officer) appeared on Schedule A of Merit Energy Company
Form ADVobserved 3 days ago
Occurred
Mar 16, 2022
Control person left
John Kevin Ryan (Senior Vice President; Chief Compliance Officer; Chief Financial Officer) no longer on Schedule A of Merit Energy Company (listed 2021-03-24, absent 2022-03-16)
Form ADVobserved 3 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:9405a19c-473f-ec69-e73b-82e72d68ae07
First observed: Mar 30, 2012
Last observed: Mar 18, 2026 6 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

MERIT ENERGY COMPANY

MERIT ENERGY COMPANY, LLC, CRD 109310

DALLAS, TX

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:9405a19c-473f-ec69-e73b-82e72d68ae07

Data as of Mar 18, 2026 (this record's last observation) from federal regulator filings. Page built Sep 18, 2026, 10:52 PM UTC and rebuilt at most every 15 minutes.

Fund

Type

Reported GAV

As of

Owners

First reported

Status

Form D file

MERIT ENERGY PARTNERS I, LP

Private Equity Fund

$984M

Mar 25, 2024

Mar 5, 2015

reported

n/a

MERIT ENERGY PARTNERS K, LP

Private Equity Fund

$876M

Mar 25, 2024

Mar 27, 2020

reported

n/a

MERIT ENERGY PARTNERS J LP

Private Equity Fund

$847M

Mar 25, 2024

Mar 23, 2017

reported

n/a

MERIT ENERGY PARTNERS H, LP

Private Equity Fund

$605M

Mar 25, 2024

108

Mar 30, 2012

reported

021-1512302

MERIT ENERGY PARTNERS L, LP

Private Equity Fund

$404M

Mar 25, 2024

reported

n/a

MERIT ENERGY PARTNERS VIII, LP

Private Equity Fund

$342M

Mar 25, 2024

Mar 30, 2012

reported

n/a

MERIT ENERGY PARTNERS G, LP

Private Equity Fund

$276M

Mar 25, 2024

Mar 30, 2012

reported

n/a

MERIT ENERGY PARTNERS X, LP

Private Equity Fund

$156M

Mar 25, 2024

Mar 30, 2012

reported

n/a

MEP CANADA, LP

Private Equity Fund

$129M

Sep 1, 2022

Mar 30, 2012

dropped

n/a

MERIT ENERGY PARTNERS III-C, LP

Private Equity Fund

$61.3M

Mar 25, 2024

Mar 30, 2012

reported

n/a

MERIT ENERGY PARTNERS F-II, LP

Private Equity Fund

$20.4M

Mar 25, 2024

Mar 30, 2012

reported

n/a

MERIT ENERGY PARTNERS VI, LP

Private Equity Fund

$7.8M

Mar 25, 2024

Mar 30, 2012

reported

n/a

MERIT ENERGY PARTNERS III-A, LP

Private Equity Fund

$6.7M

Mar 25, 2024

Mar 30, 2012

reported

n/a

MERIT ENERGY PARTNERS E-I, LP

Private Equity Fund

$5.5M

Mar 27, 2020

Mar 30, 2012

dropped

n/a

MERIT ENERGY PARTNERS C-II, LP

Private Equity Fund

$4.6M

Mar 27, 2020

Mar 30, 2012

dropped

n/a

MERIT ENERGY PARTNERS III, LP

Private Equity Fund

$4.4M

Mar 25, 2024

Mar 30, 2012

reported

n/a

MERIT ENERGY PARTNERS IX, LP

Private Equity Fund

$4.3M

Mar 25, 2024

Mar 30, 2012

reported

n/a

MERIT ENERGY PARTNERS D-I, LP

Private Equity Fund

$4.2M

Mar 27, 2020

Mar 30, 2012

dropped

n/a

MERIT ENERGY PARTNERS V, LP

Private Equity Fund

$4.2M

Oct 10, 2023

Mar 30, 2012

reported

n/a

MERIT ENERGY PARTNERS C-I, LP

Private Equity Fund

$3.3M

Mar 27, 2020

Mar 30, 2012

dropped

n/a

MERIT ENERGY PARTNERS D-II, LP

Private Equity Fund

$2.6M

Mar 27, 2020

Mar 30, 2012

dropped

n/a

MEP CANADA II, LP

Private Equity Fund

$2.2M

Mar 23, 2017

Mar 30, 2012

dropped

n/a

MERIT ENERGY PARTNERS F-III, LP

Private Equity Fund

$2.0M

Mar 25, 2024

Mar 30, 2012

reported

n/a

MERIT ENERGY PARTNERS E-II, LP

Private Equity Fund

$1.9M

Mar 24, 2021

Mar 30, 2012

dropped

n/a

MERIT ENERGY PARTNERS F-I, LP

Private Equity Fund

$1.7M

Mar 26, 2019

Mar 30, 2012

dropped

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

Gayden, Cynthia, Newton

Trustee

yes

08/2022

May 15, 2023

Mar 25, 2024

Gayden, Cynthia, Newton

Trustee

yes

04/2016

May 15, 2023

Mar 25, 2024

GOTTBERG, TERRY, DEAN

CHAIRMAN, PRESIDENT, CEO, ELECTED MANAGER, DIRECT OWNER/LLC MEMBER

yes

05/2009

Mar 30, 2012

Mar 25, 2024

HAGGE, CHRISTOPHER, SCOTT

CHIEF LEGAL OFFICER, CHIEF COMPLIANCE OFFICER, GENERAL COUNSEL

yes

01/2006

Mar 23, 2016

Mar 25, 2024

MENNEL, ANN, MARIE

VICE PRESIDENT, CHIEF FINANCIAL OFFICER

yes

04/2021

Mar 16, 2022

Mar 25, 2024

MERIT ENERGY MANAGEMENT GP, LLC

GENERAL PARTNER

yes

12/2009

May 15, 2023

Mar 25, 2024

MP MANAGEMENT TRUST

GENERAL PARTNER

yes

04/2016

May 15, 2023

Mar 25, 2024

MP MANAGEMENT TRUST

GENERAL PARTNER

yes

04/2016

May 15, 2023

Mar 25, 2024

MP MANAGEMENT TRUST

SOLE MEMBER AND MANAGER

yes

06/2016

May 15, 2023

Mar 25, 2024

BEVO PARTNERS, LP

DIRECT OWNER/LLC MEMBER

01/2008

Mar 30, 2012

Mar 25, 2024

GAYDEN 2002 FAMILY TRUST

DIRECT OWNER/LLC MEMBER

08/2022

Mar 30, 2012

Mar 25, 2024

KEENAN, KATHERINE, GAYDEN

LIMITED PARTNER

04/1992

Mar 23, 2016

Mar 25, 2024

KEENAN, KATHERINE, GAYDEN

ELECTED MANAGER

01/2015

Mar 23, 2016

Mar 25, 2024

MERIT ENERGY MANAGEMENT, LP

DIRECT OWNER/LLC MEMBER

01/2015

Mar 23, 2016

Mar 25, 2024

NAZUNI PARTNERS, LP

DIRECT OWNER/LLC MEMBER

01/2008

Mar 30, 2012

Mar 25, 2024

WILLIAMS, ELIZABETH, GAYDEN

LIMITED PARTNER

04/1992

Mar 23, 2016

Mar 25, 2024

WILLIAMS, ELIZABETH, GAYDEN

ELECTED MANAGER

01/2015

Mar 23, 2016

Mar 25, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 18, 2026

$3.7B

782

n/a

2024

Mar 10, 2025

$4.1B

871

n/a

2023

Mar 25, 2024

$4.6B

831

$4.6B

2022

Mar 13, 2023

$4.3B

801

$4.3B

2021

Mar 16, 2022

$4.0B

802

$4.0B

2020

Mar 24, 2021

$4.8B

780

$4.8B

2019

Mar 27, 2020

$4.3B

735

$4.3B

2018

Mar 26, 2019

$4.7B

702

$4.7B

2017

Mar 28, 2018

$4.8B

760

$4.7B

2016

Mar 23, 2017

$4.2B

730

n/a

$4.2B

2015

Mar 23, 2016

$4.1B

644

n/a

$4.1B

2014

Mar 5, 2015

$4.8B

680

n/a

$4.6B

2013

Mar 21, 2014

$4.6B

600

n/a

$4.1B

2012

Mar 22, 2013

$4.0B

615

n/a

$3.6B

2011

Mar 30, 2012

$4.1B

n/a

$3.2B

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$3.7B

$4.1B

-8.9%

$4.3B

-5.1%

782

871