{ "crd_number": 293711, "slug": "merewether-investment-management-lp-dallas-tx-293711", "primary_business_name": "MEREWETHER INVESTMENT MANAGEMENT, LP", "legal_name": "MEREWETHER INVESTMENT MANAGEMENT, LP", "dbas": [], "city": "Dallas", "state": "TX", "country": "United States", "cbsa_code": "19100", "metro": { "cbsa_code": "19100", "common_name": "Dallas", "msa_name": "Dallas-Fort Worth-Arlington, TX", "path": "/advisors/tx/dallas" }, "registration_type": "sec", "registration_status": "Approved", "registration_date": "2021-07-16", "years_registered": 5, "period": "2026-10-01", "filing_date": "2026-06-30", "carried_forward": false, "raum_total": 6908781626.0, "raum_discretionary": 6908781626.0, "raum_non_discretionary": 0.0, "raum_band": "over_5b", "raum_band_label": "Over $5 billion", "total_employees": 25, "advisory_employees": 18, "client_count_bucket": null, "clients_by_type": { "pooled_investment_vehicles": { "raum": 6908781626.0, "count": 9 } }, "compensation_types": [ "percentage_of_aum", "performance_based" ], "advisory_activities": [ "portfolio_management_pooled_vehicles" ], "wrap_fee_participant": false, "disclosure_yes_count": 0, "states_registered": [ "TX" ], "websites": [ "https://linkedin.com/COMPANY/MEREWETHER-INVESTMENT-MANAGEMENT-LP", "https://merewetherinvestment.com" ], "iapd_url": "https://adviserinfo.sec.gov/firm/summary/293711", "city_as_filed": "DALLAS", "url": "https://advisorcensus.com/firm/merewether-investment-management-lp-dallas-tx-293711", "display_name": "Merewether Investment Management, LP", "summary": "Merewether Investment Management, LP is an SEC-registered investment advisory firm in Dallas, TX, registered since 2021, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated June 30, 2026.", "citation": "AdvisorCensus. Merewether Investment Management, LP (CRD 293711): Form ADV filing data as of October 2026.", "registration_type_label": "SEC-registered investment adviser", "compensation_labels": [ "A percentage of assets under your management", "Performance-based fees" ], "advisory_activity_labels": [ "Portfolio management for pooled investment vehicles (other than investment companies)" ], "quick_answers": [ { "q": "How is Merewether Investment Management, LP compensated?", "a": "On its Form ADV (Item 5.E, October 2026), Merewether Investment Management, LP reports these compensation arrangements: a percentage of assets under its management; performance-based fees. The amounts are in Item 5 of its Form ADV Part 2A brochure." }, { "q": "Where is Merewether Investment Management, LP located?", "a": "Merewether Investment Management, LP's principal office is in Dallas, TX, according to its Form ADV; the July 2026 filing also lists 1 other office (Schedule D, Section 1.F)." }, { "q": "Is Merewether Investment Management, LP registered with the SEC or a state?", "a": "Merewether Investment Management, LP is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 293711." }, { "q": "How much does Merewether Investment Management, LP manage?", "a": "Merewether Investment Management, LP reports $6,908,781,626 in regulatory assets under management in its Form ADV filing dated June 30, 2026 (100% discretionary)." }, { "q": "How have Merewether Investment Management, LP's assets and staff changed since 2021?", "a": "In the Form ADV data for Merewether Investment Management, LP: Regulatory assets under management: $761,586,370 in the October 2021 data and $6,908,781,626 in the October 2026 data, up 807%. Total employees: 8 in October 2021 and 25 in October 2026. Assets under management move with markets as well as with clients coming and going." }, { "q": "What types of clients does Merewether Investment Management, LP serve?", "a": "By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (9)." }, { "q": "Does Merewether Investment Management, LP report any disciplinary disclosures?", "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/293711" }, { "q": "What changed in Merewether Investment Management, LP's recent Form ADV filings?", "a": "In the April 2026 filing data: Employees performing advisory functions went from 12 to 18. Regulatory assets under management went from $4,276,316,598 to $6,908,781,626 (+62%). Updated its list of owners and control persons (Schedule A)." } ], "filing_history": [ { "period": "2021-10-01", "regulatory_assets_under_management": 761586370.0, "total_employees": 8, "filing_date": "2021-06-17" }, { "period": "2022-10-01", "regulatory_assets_under_management": 1102836224.0, "total_employees": 10, "filing_date": "2022-05-05" }, { "period": "2023-10-01", "regulatory_assets_under_management": 1565880939.0, "total_employees": 11, "filing_date": "2023-05-04" }, { "period": "2024-10-01", "regulatory_assets_under_management": 2295972250.0, "total_employees": 13, "filing_date": "2024-03-29" }, { "period": "2025-10-01", "regulatory_assets_under_management": 4276316598.0, "total_employees": 18, "filing_date": "2025-03-31" }, { "period": "2026-10-01", "regulatory_assets_under_management": 6908781626.0, "total_employees": 25, "filing_date": "2026-06-30" } ], "recent_changes": [ { "period": "2026-04-01", "period_label": "April 2026", "notes": [ "Employees performing advisory functions went from 12 to 18.", "Regulatory assets under management went from $4,276,316,598 to $6,908,781,626 (+62%).", "Updated its list of owners and control persons (Schedule A)." ] } ], "fees_from_brochure": null, "custodians": [], "custodians_note": null, "markdown_url": "https://advisorcensus.com/firm/merewether-investment-management-lp-dallas-tx-293711.md", "clients": [ { "type": "pooled_investment_vehicles", "label": "Pooled investment vehicles (other than investment companies and business development companies)", "count": 9, "fewer_than_5": false, "raum": 6908781626.0 } ], "disclosure_line": "Reports no disclosure items on Form ADV Item 11.", "disclosure_items": [], "indexable": true, "suppressed": false, "claimed": false, "enhanced": false, "provided_by_the_firm": null, "source": { "name": "Form ADV", "as_of": "2026-10-01", "iapd_url": "https://adviserinfo.sec.gov/firm/summary/293711", "operator": "BH Monitor Services, LLC", "license": "https://creativecommons.org/licenses/by/4.0/", "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data" } }