Merit Energy Company, LLC (Dallas)

Merit Energy Company provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Merit Energy Company: assets under management

The assets under management (AUM) of Merit Energy Company, LLC is $4.7 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 1% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $4.7 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $180.68 million each.

Merit Energy Company has custody of $4.7 billion in cash and securities for 26 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Merit Energy Company, LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Merit Energy Company serves?

The only and largest group of clients of Merit Energy Company is pooled investment vehicles with 26 clients and $4.7 billion of assets under management. Among the 9 most similar advisory firms, Merit Energy Company has the highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $4.7 billion for 26 clients. None of the firm’s clients are foreign persons or businesses.

Merit Energy Company also advises several private funds. Namely, twenty six private equity funds. The minimum investment commitment required of non-related persons ranges from $0 to $10,000,000.

Careers at Merit Energy Company, LLC

The company employs 702 people that are either part- or full-time employees. 2 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Based in Dallas

The principal office where Merit Energy Company, LLC performs its advisory services is located at 13727 Noel Road, Dallas, TX 75240, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 972-701-8377 or by fax 972-960-8420. The normal business hours are 8am to 5pm cst on Monday - Friday. You can find more information about the New York firm at meritenergy.com.

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