Meritage Group LP

RIASEC RegisteredEst. 2007
Total AUM
$14.1B
Discretionary
$14.1B
100% of AUM
Avg account
$1.2B
Accounts
12
Employees
55
Advisory reps
7

Firm details

Headquarters
San Francisco, California
CRD number
142622
Registered since
January 3, 2007
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment VehiclesSelection of Other Advisers

Firm profile

FINTRX

Overview

Meritage Group LP is a limited partnership that operates as a hedge fund and capital allocator to institutional clients. Registered with the SEC in 2007, the firm serves primarily institutional investors through pooled investment vehicles and acts in sponsor/GP and CPO/CTA capacities. Its advisory work includes running portfolios for pooled vehicles and selecting other managers. Compensation is a mix of asset-based and performance fees. The firm is not identified as an active ESG investor and does not present itself as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

1 of 1
  • Travis Jordan

    Travis Jordan

    Chief Financial OfficerCRD 4821350

Contacts

3 of 6
  • Laura Baxter Simons

    Laura Baxter Simons

    Senior Managing DirectorCRD 4403839

  • Kevin Tagami

    Managing DirectorCRD 7893881

  • Arif Mawji

    Arif Mawji

    Co-PresidentCRD 4229703

Unlock 3 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

San Francisco, CA

San Francisco

Location

San Francisco, CA

Headquartered in San Francisco, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
San Francisco
Address
1 Ferry Bldg
Time zone
PT (UTC-8)
Office locations

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