Investment adviser · CRD 109310

MERIT ENERGY COMPANY

Investment adviser filing (IA)

MERIT ENERGY COMPANY, LLC

DALLAS, TX, United States · Form ADV filed Mar 18, 2026

Regulatory AUM
$3.7B
Form ADV · Item 5.F
Client accounts
12
Accounts, not individual clients
Employees
782
Reported in this filing
Advisory professionals
22
Investment advisory functions

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client typeClientsRegulatory assetsShare of AUM
Pooled investment vehicles12$3,695,228,000100.0%
Filing source

Form ADV 2060350 · Mar 18, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

29 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

MERIT ENERGY PARTNERS I, LPPrivate Equity Fund · Last reported Mar 18, 2026$836MGross asset value

Form D fundraising filings

Merit Energy Partners I, L.P.

Auditor KPMG, LLP DALLAS, Texas, United States
Custodian BANK OF AMERICA, N.A. WILMINGTON, Delaware, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
No

KPMG, LLP
PCAOB 185

Fund details & source
Fund ID
805-7091637779
Reported beneficial owners
95
Minimum commitment
$5M
Form D file number
021-227302

Form ADV 2060350 · Mar 18, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

MERIT ENERGY PARTNERS K, LPPrivate Equity Fund · Last reported Mar 18, 2026$766MGross asset value

Form D fundraising filings

Merit Energy Partners K, L.P.

Auditor KPMG, LLP DALLAS, Texas, United States
Custodian BANK OF AMERICA, N.A. WILMINGTON, Delaware, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
No

KPMG, LLP
PCAOB 185

Fund details & source
Fund ID
805-3594859547
Reported beneficial owners
80
Minimum commitment
$5M
Form D file number
021-335635

Form ADV 2060350 · Mar 18, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

MERIT ENERGY PARTNERS J LPPrivate Equity Fund · Last reported Mar 18, 2026$724MGross asset value

Form D fundraising filings

Merit Energy Partners J, L.P.

Auditor KPMG, LLP DALLAS, Texas, United States
Custodian BANK OF AMERICA, N.A. WILMINGTON, Delaware, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
No

KPMG, LLP
PCAOB 185

Fund details & source
Fund ID
805-7911674474
Reported beneficial owners
81
Minimum commitment
$5M
Form D file number
021-272040

Form ADV 2060350 · Mar 18, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

MERIT ENERGY PARTNERS L, LPPrivate Equity Fund · Last reported Mar 18, 2026$422MGross asset value

Form D fundraising filings

Merit Energy Partners L, L.P.

Auditor KPMG, LLP DALLAS, Texas, United States
Custodian BANK OF AMERICA, N.A. DALLAS, Texas, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
No

KPMG, LLP
PCAOB 185

Fund details & source
Fund ID
805-7985449884
Reported beneficial owners
77
Minimum commitment
$5M
Form D file number
021-488000

Form ADV 2060350 · Mar 18, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

MERIT ENERGY PARTNERS H, LPPrivate Equity Fund · Last reported Mar 18, 2026$337MGross asset value

Form D fundraising filings

Merit Energy Partners H, L.P.

Auditor KPMG, LLP DALLAS, Texas, United States
Custodian BANK OF AMERICA, N.A. WILMINGTON, Delaware, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
No

KPMG, LLP
PCAOB 185

Fund details & source
Fund ID
805-2640280372
Reported beneficial owners
108
Minimum commitment
$5M
Form D file number
021-155142

Form ADV 2060350 · Mar 18, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

MERIT ENERGY PARTNERS VIII, LPPrivate Equity Fund · Last reported Mar 18, 2026$311MGross asset value
Auditor KPMG, LLP DALLAS, Texas, United States
Custodian BANK OF AMERICA, N.A. WILMINGTON, Delaware, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
No

KPMG, LLP
PCAOB 185

Fund details & source
Fund ID
805-7217684207
Reported beneficial owners
1
Minimum commitment
$10M

Form ADV 2060350 · Mar 18, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

MERIT ENERGY PARTNERS X, LPPrivate Equity Fund · Last reported Mar 18, 2026$115MGross asset value
Auditor KPMG, LLP DALLAS, Texas, United States
Custodian BANK OF AMERICA, N.A. WILMINGTON, Delaware, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
No

KPMG, LLP
PCAOB 185

Fund details & source
Fund ID
805-8535390875
Reported beneficial owners
1
Minimum commitment
$10M

Form ADV 2060350 · Mar 18, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: Mar 18, 2026. View historical filings

Reported services

Pooled investment vehicle management

Compensation

Percentage of assets · Performance-based

Principal office

13727 NOEL ROAD, STE 1200
DALLAS, TX, 75240, United States

CRD 109310

Filing source

Form ADV 2060350 · Mar 18, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.