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MEREWETHER INVESTMENT MANAGEMENT, LP

DALLAS, TX · CRD 293711 · IAPD ↗ · merewetherinvestment.com · 214-453-5522

$6.91BRegulatory AUM
18Advisory reps
25Employees
0Clients
n/aPlanning clients
4Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

40
April 2026 — MEREWETHER INVESTMENT MANAGEMENT, LP added office(s): 1 -> 3 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
57
April 2026 — MEREWETHER INVESTMENT MANAGEMENT, LP reported RAUM up 62% ($4.28B -> $6.91B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
61
April 2026 — MEREWETHER INVESTMENT MANAGEMENT, LP grew from 12 to 18 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
40
April 2025 — MEREWETHER INVESTMENT MANAGEMENT, LP added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
59
April 2025 — MEREWETHER INVESTMENT MANAGEMENT, LP grew from 8 to 12 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
60
April 2025 — MEREWETHER INVESTMENT MANAGEMENT, LP reported RAUM up 86% ($2.30B -> $4.28B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
54
April 2024 — MEREWETHER INVESTMENT MANAGEMENT, LP reported RAUM up 47% ($1.57B -> $2.30B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.