MERIT ENERGY COMPANY, LLC
Legal name: MERIT ENERGY COMPANY
CRD #109310 SEC #801-57598 DALLAS, TX 972-701-8377
SEC Registered Private Funds
Total AUM
$4.1B
Discretionary
$4.1B
Employees
871
Clients
--
Accounts
15
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $4.1B | $4.1B | $0 | 871 | 0 |
| Mar 2024 | $4.6B | $4.6B | $0 | 831 | 0 |
| Oct 2023 | $4.3B | $4.3B | $0 | 801 | 0 |
| May 2023 | $4.3B | $4.3B | $0 | 801 | 0 |
| May 2023 | $4.3B | $4.3B | $0 | 801 | 0 |
| Mar 2023 | $4.3B | $4.3B | $0 | 801 | 0 |
| Sep 2022 | $4.7B | $4.7B | $0 | 802 | 0 |
| Apr 2022 | $4.7B | $4.7B | $0 | 802 | 0 |
| Mar 2022 | $4B | $4B | $0 | 802 | 0 |
| Mar 2021 | $4.8B | $4.8B | $0 | 780 | 0 |
| Mar 2020 | $4.3B | $4.3B | $0 | 735 | 0 |
| Mar 2019 | $4.7B | $4.7B | $0 | 702 | 0 |
| Mar 2018 | $4.8B | $4.8B | $0 | 760 | 0 |
| Mar 2017 | $4.2B | $4.2B | $0 | 730 | 26 |
| Mar 2016 | $4.1B | $4.1B | $0 | 644 | 26 |
| Mar 2015 | $4.8B | $4.8B | $0 | 680 | 26 |
| Mar 2014 | $4.6B | $4.6B | $0 | 600 | 11 |
| Mar 2013 | $4B | $4B | $0 | 615 | 11 |
| Mar 2012 | $4.1B | $4.1B | $0 | 501 | 11 |
| Mar 2009 | $4.9B | $4.9B | $0 | 501 | -- |
| Apr 2007 | $4B | $4B | $0 | 501 | -- |
| Mar 2006 | $3.1B | $3.1B | $0 | 501 | -- |
| Sep 2005 | $2.9B | $2.9B | $0 | 501 | -- |
| Jan 2005 | $2.1B | $2.1B | $0 | 251 | -- |
| Dec 2003 | $1.6B | $1.6B | $0 | 251 | -- |
| Mar 2002 | $951M | $951M | $0 | 251 | -- |
DateMar 2025
Total AUM$4.1B
Discretionary$4.1B
Non-Disc.$0
Employees871
Clients0
DateMar 2024
Total AUM$4.6B
Discretionary$4.6B
Non-Disc.$0
Employees831
Clients0
DateOct 2023
Total AUM$4.3B
Discretionary$4.3B
Non-Disc.$0
Employees801
Clients0
DateMay 2023
Total AUM$4.3B
Discretionary$4.3B
Non-Disc.$0
Employees801
Clients0
DateMay 2023
Total AUM$4.3B
Discretionary$4.3B
Non-Disc.$0
Employees801
Clients0
DateMar 2023
Total AUM$4.3B
Discretionary$4.3B
Non-Disc.$0
Employees801
Clients0
DateSep 2022
Total AUM$4.7B
Discretionary$4.7B
Non-Disc.$0
Employees802
Clients0
DateApr 2022
Total AUM$4.7B
Discretionary$4.7B
Non-Disc.$0
Employees802
Clients0
DateMar 2022
Total AUM$4B
Discretionary$4B
Non-Disc.$0
Employees802
Clients0
DateMar 2021
Total AUM$4.8B
Discretionary$4.8B
Non-Disc.$0
Employees780
Clients0
DateMar 2020
Total AUM$4.3B
Discretionary$4.3B
Non-Disc.$0
Employees735
Clients0
DateMar 2019
Total AUM$4.7B
Discretionary$4.7B
Non-Disc.$0
Employees702
Clients0
DateMar 2018
Total AUM$4.8B
Discretionary$4.8B
Non-Disc.$0
Employees760
Clients0
DateMar 2017
Total AUM$4.2B
Discretionary$4.2B
Non-Disc.$0
Employees730
Clients26
DateMar 2016
Total AUM$4.1B
Discretionary$4.1B
Non-Disc.$0
Employees644
Clients26
DateMar 2015
Total AUM$4.8B
Discretionary$4.8B
Non-Disc.$0
Employees680
Clients26
DateMar 2014
Total AUM$4.6B
Discretionary$4.6B
Non-Disc.$0
Employees600
Clients11
DateMar 2013
Total AUM$4B
Discretionary$4B
Non-Disc.$0
Employees615
Clients11
DateMar 2012
Total AUM$4.1B
Discretionary$4.1B
Non-Disc.$0
Employees501
Clients11
DateMar 2009
Total AUM$4.9B
Discretionary$4.9B
Non-Disc.$0
Employees501
Clients--
DateApr 2007
Total AUM$4B
Discretionary$4B
Non-Disc.$0
Employees501
Clients--
DateMar 2006
Total AUM$3.1B
Discretionary$3.1B
Non-Disc.$0
Employees501
Clients--
DateSep 2005
Total AUM$2.9B
Discretionary$2.9B
Non-Disc.$0
Employees501
Clients--
DateJan 2005
Total AUM$2.1B
Discretionary$2.1B
Non-Disc.$0
Employees251
Clients--
DateDec 2003
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$0
Employees251
Clients--
DateMar 2002
Total AUM$951M
Discretionary$951M
Non-Disc.$0
Employees251
Clients--