Merewether Investment Management, Lp
- Regulatory AUM
- $6.9B
- Discretionary
- $6.9B
- Clients
- 9
- Avg AUM / client
- $768M
- Accounts
- 9
- Employees
- 25
AUM over time
Annual snapshots from Form ADV filings · as of Jun 30, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 9 | $6.9B | 100.0% |
Private funds (4)
Reported in Form ADV Section 7.B.(1), filing of Nov 2024 · $1.7B combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Merewether Cyclicals Master Fund, Lp master | Hedge Fund | Cayman Islands | $1.5B | 104 |
| Merewether Cyclicals Opportunities Master Fund, Lp master | Hedge Fund | Cayman Islands | $155M | 7 |
| Merewether Energy Transformation Master Fund, Ltd master | Hedge Fund | Cayman Islands | $54.2M | 12 |
| Merewether Liquid Credit Master Fund, Lp master | Hedge Fund | Cayman Islands | $4.8M | 5 |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| The Nemours Foundation Pension Plan The Nemours Foundation | 2024 |
People (5)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Saddington, Rodney, W. J. | Chief Executive Officer | Jul 2017 (9y) | ≈ 0% – 3.75% via Merewether Management Genpar, Llc | |
| Sinclair, Matthew, John | Partner And Portfolio Manager | Apr 2020 (6y) | 10% – 25% | |
| Ezell, Janice, Yllana | Chief Financial Officer And Chief Compliance Officer | Jan 2021 (6y) | Less than 5% | |
| Teeple, Jeremy, Alexander | Director Of Research | Sep 2022 (4y) | Less than 5% | |
| Yu, Edward, C | Chief Operating Officer | Mar 2023 (3y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Saddington Usa Family Holdings, Lp | Limited Partner | Nov 2021 | A | 25% – 50% |
| Berner Street Merewether Llc | Limited Partner | Jul 2021 | A | 10% – 25% |
| Hopetoun Family Trust Llc | Limited Partner | Jul 2021 | A | 10% – 25% |
| Saddington Holdings Llc | Limited Partner | Jul 2021 | A | 10% – 25% |
| Merewether Management Genpar, Llc | General Partner | Jul 2017 | A | Less than 5% |
Undisclosed: 0% – 35% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Saddington, Rodney, W. J.: 50% – 75% of Merewether Management Genpar, Llc × 0% – 5% direct ≈ 0% – 3.75% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (4, $1.7B gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Merewether Cyclicals Master Fund, Lp | Hedge Fund | $1.5B | $5.0M | 104 |
| Merewether Cyclicals Opportunities Master Fund, Lp | Hedge Fund | $155M | $5.0M | 7 |
| Merewether Energy Transformation Master Fund, Ltd | Hedge Fund | $54.2M | $500K | 12 |
| Merewether Liquid Credit Master Fund, Lp | Hedge Fund | $4.8M | $10.0M | 5 |
From Form ADV Section 7.B private fund reporting.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| The Nemours Foundation Pension Plan | The Nemours Foundation | 1,360 | $635M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/30/2026 | 2.31 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for pooled investment vehicles
Custody
Reported custodians
- Goldman Sachs $75.6M (5% of AUM) Nov 2023
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jun 30, 2026.
View current Form ADV (SEC/IAPD) ↗