Merewether Investment Management, LP

RIASEC RegisteredEst. 2021
Total AUM
$6.9B
Discretionary
$6.9B
100% of AUM
Avg account
$768M
Accounts
9
Employees
25
Advisory reps
4

Firm details

Headquarters
Dallas, Texas
CRD number
293711
Registered since
July 16, 2021
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Merewether Investment Management, LP is a SEC-registered hedge fund adviser and pooled-vehicle manager that operates as a limited partnership. The firm is set up to serve institutional clients and functions with CPO/CTA activity and portfolio management for pooled investment vehicles. Its fee schedule combines asset-based charges with performance fees. Merewether is not positioned as an ESG investor, does not identify as a multi-state adviser, and does not act as a pension consultant or related adviser. The firm lists industry roles that include acting as an investment adviser and sponsor as well as serving as a general partner and managing member of pooled vehicles.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • Edward Yu

    Edward Yu

    Chief Operating OfficerCRD 2514890

  • Janice Ezell

    CFO & CCOCRD 7355266

Contacts

2 of 2
  • Rodney Saddington

    FounderCRD 4563014

  • Matthew Sinclair

    Matthew Sinclair

    Partner, Portfolio ManagerCRD 5936401

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Dallas, TX

Dallas

Location

Dallas, TX

Headquartered in Dallas, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.

Metro area
Dallas-Fort Worth, TX-OK
Region
South
County
Dallas
Address
1900 N Pearl St
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth