DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
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SEC-registered adviser
M•••• E••••• C••••••
Legal name M•••• E••••• C••••••• L••
Latest filing Mar 18, 2026
First filing on the tape Mar 30, 2012 · 21 filings
SEC status approved since Jun 1, 2000
RAUM
$3.7B
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
0.0%
$0 individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
782
22 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
12
reported on Schedule D
History
21 filings and snapshots on the tape
RAUM$3.7B as of Mar 18, 2026
Mar 30, 2012$4.1B then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 18, 2026
Mar 30, 20120 then
Employees (5.A)782 as of Mar 18, 2026
Mar 22, 2013615 then
Private funds12 as of Mar 18, 2026
Mar 30, 201225 then
RAUM -8.9% over the last fiscal year-5.1% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Mar 18, 2026; every figure names its basis
- RAUM per advisor
- unknownderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- unknownderivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- unknownderivedHNW RAUM over HNW clients
- Average account
- $308MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- unknownderivedItem 5.A over advisors
- Advisors per office
- unknownderived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- -8.9%derivedbetween the last two annual amendments
- Advisor growth, one year
- unknownderivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- percentage of assets, performance-basedreportedItem 5.E
- Advisory activities
- portfolio management for pooled vehiclesreportedItem 5.G
- Custody
- $3.4B, 12 clientsreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$3.7B100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 12reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $3.4B for 12 clientsreported
- Compensation
- % of AUM, performancereported
- Class basis
- private_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
Left, latest
none on the tape
Joined, latest
none on the tape
Private funds
29 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| M•••• E••••• P••••••• I• L• | Private Equity Fund | $984M | 95 | Mar 5, 2015 |
| M•••• E••••• P••••••• K• L• | Private Equity Fund | $876M | 80 | Mar 27, 2020 |
| M•••• E••••• P••••••• J• L• | Private Equity Fund | $847M | 81 | Mar 23, 2017 |
| M•••• E••••• P••••••• H• L• | Private Equity Fund | $605M | 108 | Mar 30, 2012 |
| M•••• E••••• P••••••• L• L• | Private Equity Fund | $404M | 77 | Mar 25, 2024 |
| M•••• E••••• P••••••• V•••• L• | Private Equity Fund | $342M | 1 | Mar 30, 2012 |
| M•••• E••••• P••••••• G• L• | Private Equity Fund | $276M | 59 | Mar 30, 2012 |
| M•••• E••••• P••••••• X• L• | Private Equity Fund | $156M | 1 | Mar 30, 2012 |
| M•• C•••••• L•no longer reported | Private Equity Fund | $129M | 23 | Mar 30, 2012 |
| M•••• E••••• P••••••• I••••• L• | Private Equity Fund | $61.3M | 1 | Mar 30, 2012 |
| M•••• E••••• P••••••• F•••• L• | Private Equity Fund | $20.4M | 41 | Mar 30, 2012 |
| M•••• E••••• P••••••• V•• L• | Private Equity Fund | $7.8M | 1 | Mar 30, 2012 |
| M•••• E••••• P••••••• I••••• L• | Private Equity Fund | $6.7M | 1 | Mar 30, 2012 |
| M•••• E••••• P••••••• E••• L•no longer reported | Private Equity Fund | $5.5M | 44 | Mar 30, 2012 |
| M•••• E••••• P••••••• C•••• L•no longer reported | Private Equity Fund | $4.6M | 15 | Mar 30, 2012 |
| M•••• E••••• P••••••• I••• L• | Private Equity Fund | $4.4M | 1 | Mar 30, 2012 |
| M•••• E••••• P••••••• I•• L• | Private Equity Fund | $4.3M | 1 | Mar 30, 2012 |
| M•••• E••••• P••••••• D••• L•no longer reported | Private Equity Fund | $4.2M | 19 | Mar 30, 2012 |
| M•••• E••••• P••••••• V• L• | Private Equity Fund | $4.2M | 1 | Mar 30, 2012 |
| M•••• E••••• P••••••• C••• L•no longer reported | Private Equity Fund | $3.3M | 16 | Mar 30, 2012 |
| M•••• E••••• P••••••• D•••• L•no longer reported | Private Equity Fund | $2.6M | 10 | Mar 30, 2012 |
| M•• C••••• I•• L•no longer reported | Private Equity Fund | $2.2M | 31 | Mar 30, 2012 |
| M•••• E••••• P••••••• F••••• L• | Private Equity Fund | $2.0M | 29 | Mar 30, 2012 |
| M•••• E••••• P••••••• E•••• L•no longer reported | Private Equity Fund | $1.9M | 22 | Mar 30, 2012 |
| M•••• E••••• P••••••• F••• L•no longer reported | Private Equity Fund | $1.7M | 53 | Mar 30, 2012 |
| M•••• E••••• P••••••• B• L•no longer reported | Private Equity Fund | $1.3M | 17 | Mar 30, 2012 |
| M•••• E••••• P••••••• D••••• L•no longer reported | Private Equity Fund | $1.0M | 11 | Mar 30, 2012 |
| M•••• E••••• P••••••• A• L•no longer reported | Private Equity Fund | $574,000 | 11 | Mar 30, 2012 |
| M•••• E••••• P••••••• E••••• L•no longer reported | Private Equity Fund | $528,000 | 23 | Mar 30, 2012 |
Owners and control persons
Schedule A and B, latest filing
- G•••••••• T••••• D••• · Chairman, President, Ceo, Elected Manager, Direct Owner/LLC Membercontrolsince 05/2009 · owns 10% to 25%
- H••••• C••••••••• S•••• · Chief Legal Officer, Chief Compliance Officer, General Counselcontrolsince 01/2006 · owns less than 5%
- M•••••• A••• M•••• · Vice President, Chief Financial Officercontrolsince 04/2021 · owns less than 5%
- G•••••• C••••••• N••••• · Trusteecontrolsince 04/2016 · owns F of Mp Management Trust
- G•••••• C••••••• N••••• · Trusteecontrolsince 08/2022 · owns F of Gayden 2002 Family Trust
- K•••••• K••••••••• G••••• · Elected Managersince 01/2015 · owns less than 5%
- W•••••••• E••••••••• G••••• · Elected Managersince 01/2015 · owns less than 5%
- K•••••• K••••••••• G••••• · Limited Partnersince 04/1992 · owns 75% or more of Bevo Partners, LP
- W•••••••• E••••••••• G••••• · Limited Partnersince 04/1992 · owns 75% or more of Nazuni Partners, LP
Entity owners
- M•••• E••••• M••••••••• G•• L•• · General Partnerindirect · owns F of Merit Energy Management, LP
- M• M••••••••• T•••• · General Partnerindirect · owns F of Nazuni Partners, LP
- M• M••••••••• T•••• · Sole Member And Managerindirect · owns 75% or more of Merit Energy Management Gp, LLC
- M• M••••••••• T•••• · General Partnerindirect · owns F of Bevo Partners, LP
- B••• P•••••••• L• · Direct Owner/LLC Memberdirect · owns 10% to 25%
- G••••• 2••• F••••• T•••• · Direct Owner/LLC Memberdirect · owns 5% to 10%
- M•••• E••••• M••••••••• L• · Direct Owner/LLC Memberdirect · owns 25% to 50%
- N••••• P•••••••• L• · Direct Owner/LLC Memberdirect · owns 10% to 25%
Related persons
Schedule D 7.A
No related person reported.
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Accounts · 15 to 12Mar 10, 2025 to Mar 18, 2026
- Pooled vehicle clients · 15 to 12Mar 10, 2025 to Mar 18, 2026
- Assets in custody · $3.6B to $3.4BMar 10, 2025 to Mar 18, 2026
- Employees · 871 to 782Mar 10, 2025 to Mar 18, 2026
- Private funds · 15 to 12Mar 10, 2025 to Mar 18, 2026
- Discretionary RAUM · $4.1B to $3.7BMar 10, 2025 to Mar 18, 2026
- Pooled vehicle RAUM · $4.1B to $3.7BMar 10, 2025 to Mar 18, 2026
- RAUM · $4.1B to $3.7BMar 10, 2025 to Mar 18, 2026
- Assets in custody · $3.8B to $3.6BMar 25, 2024 to Mar 10, 2025
- Employees · 831 to 871Mar 25, 2024 to Mar 10, 2025
- Financial planning clients · unset to Mar 25, 2024 to Mar 10, 2025
- Discretionary RAUM · $4.6B to $4.1BMar 25, 2024 to Mar 10, 2025
- Pooled vehicle RAUM · $4.6B to $4.1BMar 25, 2024 to Mar 10, 2025
- RAUM · $4.6B to $4.1BMar 25, 2024 to Mar 10, 2025
- Advisory employees · 16 to 22Oct 10, 2023 to Mar 25, 2024
- Assets in custody · $3.8B to $3.8BOct 10, 2023 to Mar 25, 2024
- Employees · 801 to 831Oct 10, 2023 to Mar 25, 2024
- Discretionary RAUM · $4.3B to $4.6BOct 10, 2023 to Mar 25, 2024
- Pooled vehicle RAUM · $4.3B to $4.6BOct 10, 2023 to Mar 25, 2024
- RAUM · $4.3B to $4.6BOct 10, 2023 to Mar 25, 2024
- Accounts · 16 to 15Sep 1, 2022 to Mar 13, 2023
- Advisory employees · 11 to 16Sep 1, 2022 to Mar 13, 2023
- Pooled vehicle clients · 16 to 15Sep 1, 2022 to Mar 13, 2023
- Assets in custody · $4.0B to $3.8BSep 1, 2022 to Mar 13, 2023
- Employees · 802 to 801Sep 1, 2022 to Mar 13, 2023
- Private funds · 16 to 15Sep 1, 2022 to Mar 13, 2023
- Discretionary RAUM · $4.7B to $4.3BSep 1, 2022 to Mar 13, 2023
- Pooled vehicle RAUM · $4.7B to $4.3BSep 1, 2022 to Mar 13, 2023
- RAUM · $4.7B to $4.3BSep 1, 2022 to Mar 13, 2023
- Discretionary RAUM · $4.0B to $4.7BMar 16, 2022 to Apr 27, 2022
- Pooled vehicle RAUM · $4.0B to $4.7BMar 16, 2022 to Apr 27, 2022
- RAUM · $4.0B to $4.7BMar 16, 2022 to Apr 27, 2022
- Accounts · 18 to 16Mar 24, 2021 to Mar 16, 2022
- Pooled vehicle clients · 18 to 16Mar 24, 2021 to Mar 16, 2022
- Assets in custody · $4.8B to $4.0BMar 24, 2021 to Mar 16, 2022
- Employees · 780 to 802Mar 24, 2021 to Mar 16, 2022
- Private funds · 18 to 16Mar 24, 2021 to Mar 16, 2022
- Discretionary RAUM · $4.8B to $4.0BMar 24, 2021 to Mar 16, 2022
- Pooled vehicle RAUM · $4.8B to $4.0BMar 24, 2021 to Mar 16, 2022
- RAUM · $4.8B to $4.0BMar 24, 2021 to Mar 16, 2022
Signals
4 dated events
- Newton Cynthia Gayden (Trustee) appeared on Schedule A of Merit Energy CompanyMay 15, 2023 · Control person joined · fact
- K. William Gayden (Chairman, Elected Manager) no longer on Schedule A of Merit Energy Company (listed 2022-04-27, absent 2022-09-01)Sep 1, 2022 · Control person left · inference
- Marie Ann Mennel (Vice President, Chief Financial Officer) appeared on Schedule A of Merit Energy CompanyMar 16, 2022 · Control person joined · fact
- 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)Mar 16, 2022 · Control person left · inference
Across DFX
shared identifiers only, never a name match
- Merit Energy Company · Independent Sponsorsshared crd · capital_provider
- Merit Energy Company · Private Equityshared crd · organization
How to reach
public business contact points only, each with its source
- Website
- MERITENERGY.COMreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 972-701-8377reportedpublic record, Form ADV, Mar 18, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Asset manager (funds and pooled vehicles)deriveda rule over Items 5.D and 7.A
- RAUM per advisor
- n/aderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026