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Merit Energy Company, LLC

● SEC registered since 2000CRD 109310SEC# 801-57598Dallas, TX
Export (members)
Ranks #1,583 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$3.7B
Fund GAV
$3.6B
Private funds
12
Employees
782
Accounts
12
Location
Dallas, TX

Merit Energy Company, LLC assets under management

Merit Energy Company, LLC operates as an SEC-registered investment adviser based in Dallas, TX. The firm has been registered since 2000. It reports $3.7 billion in regulatory assets under management and employs 782 people. Merit Energy Company, LLC manages 12 private funds with combined gross assets of $3.6 billion, including Merit Energy Partners I, LP. By regulatory assets, it ranks 1,583 of 6,004 private fund managers.

Merit Energy Company, LLC private funds

12 funds · $3.6B GAV
FundTypeGross assetsMin.
Merit Energy Partners I, LPPrivate Equity$835.9M$5M
Merit Energy Partners K, LPPrivate Equity$766.5M$5M
Merit Energy Partners J LPPrivate Equity$723.6M$5M
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Merit Energy Company, LLC owners & executives

15 reported
NameTitleOwnershipSince
Ann Marie Mennel ControlSenior Vice President, Chief Financial OfficerUnder 5%2021
Bevo Partners, LPDirect Owner/Llc Member10-25%2008
Christopher Scott Hagge ControlChief Legal Officer, Chief Compliance Officer, General CounselUnder 5%2006
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Frequently asked questions

How much does Merit Energy Company, LLC manage?

Merit Energy Company, LLC reports $3.7 billion in regulatory assets under management on its Form ADV.

How many private funds does Merit Energy Company, LLC manage?

Merit Energy Company, LLC manages 12 private funds with combined gross assets of $3.6 billion.

How many employees does Merit Energy Company, LLC have?

Merit Energy Company, LLC reports 782 employees.

Where is Merit Energy Company, LLC located?

Merit Energy Company, LLC is based in Dallas, TX and has been SEC-registered since 2000.

Does Merit Energy Company, LLC disclose fund performance?

Merit Energy Company, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address13727 Noel Road, Ste 1200, Dallas, TX 75240
Phone972-701-8377
Office hours8a.m. To 5p.m. Cst
SEC regionFort Worth Regional Office (FWRO)
Umbrella registrationYes
Discloses disciplinary historyNo

Regulatory AUM

$3.7B▼ 9%
Mar '25 — $4.06BApr '25 — $4.06BMay '25 — $4.06BJun '25 — $4.06BJul '25 — $4.06BAug '25 — $4.06BSep '25 — $4.06BOct '25 — $4.06BNov '25 — $4.06BDec '25 — $4.06BJan '26 — $4.06BFeb '26 — $4.06BMar '26 — $3.7BApr '26 — $3.7BMay '26 — $3.7BJun '26 — $3.7B
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 16%
Larger than 84% of 16,271 advisers
AUM vs fund managersTop 26%
Larger than 74% of 6,004 private-fund managers
Number of fundsTop 21%
More funds than 79% of fund managers
EmployeesTop 1%
More than 99% of 16,825 advisers

Assets under management

$3.7Bregulatory AUM
Discretionary $3.7B

Service providers