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Chairman, President, CEO, Elected Manager, Direct Owner/llc Member · Merit Energy Company

Terry D. Gottberg

CRD 5115051 · Named on Form ADV at one SEC-registered adviser

At a glance

Merit Energy Company, an SEC-registered private fund adviser based in Dallas, TX with $3.7 billion in regulatory assets, lists Terry D. Gottberg on its Form ADV as Chairman, President, CEO, Elected Manager, Direct Owner/llc Member, a control person.

Firms and roles

  • Merit Energy CompanyChairman, President, CEO, Elected Manager, Direct Owner/llc MemberPrivate fund adviser · Dallas, TX · $3.7B in regulatory assets

AtlasMembers

Terry’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Search and export owners by title, state and firm size
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Terry’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.