# Merewether Investment Management, LP

> 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.

- CRD: 293711
- Filed as: MEREWETHER INVESTMENT MANAGEMENT, LP
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Dallas, TX
- Filing period: October 2026
- Form ADV filing dated: June 30, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/293711
- AdvisorCensus page: https://advisorcensus.com/firm/merewether-investment-management-lp-dallas-tx-293711

## Quick answers

**How is Merewether Investment Management, LP compensated?**
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.

**Where is Merewether Investment Management, LP located?**
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).

**Is Merewether Investment Management, LP registered with the SEC or a state?**
Merewether Investment Management, LP is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 293711.

**How much does Merewether Investment Management, LP manage?**
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).

**How have Merewether Investment Management, LP's assets and staff changed since 2021?**
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.

**What types of clients does Merewether Investment Management, LP serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (9).

**Does Merewether Investment Management, LP report any disciplinary disclosures?**
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

**What changed in Merewether Investment Management, LP's recent Form ADV filings?**
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).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees

### Regulatory assets under management (Item 5.F)
- Total: $6,908,781,626
- Discretionary: $6,908,781,626
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 9 | $6,908,781,626 |

### Advisory services (Item 5.G)
- Portfolio management for pooled investment vehicles (other than investment companies)

### Firm details
- Registered since: 2021 (5 years)
- Employees: 25 total, 18 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the July 2026 filing
- Jersey City, NJ

### Websites listed on Form ADV (Item 1.I)
- merewetherinvestment.com
- LinkedIn @MEREWETHER-INVESTMENT-MANAGEMENT-LP

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $761,586,370 | 8 | June 17, 2021 |
| October 2022 | $1,102,836,224 | 10 | May 5, 2022 |
| October 2023 | $1,565,880,939 | 11 | May 4, 2023 |
| October 2024 | $2,295,972,250 | 13 | March 29, 2024 |
| October 2025 | $4,276,316,598 | 18 | March 31, 2025 |
| October 2026 | $6,908,781,626 | 25 | June 30, 2026 |

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.

## Changes in the filing (last 12 months)

### April 2026
- 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).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Merewether Investment Management, LP (CRD 293711): Form ADV filing data as of October 2026.