MERITAGE GROUP LP
Firm details
- Headquarters
- SAN FRANCISCO, California
- CRD number
- 142622
- Registered since
- January 3, 2007
- Website
- www.meritagegroup.com
- 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
FINTRXOverview
Meritage Group LP is a limited partnership that operates as both a hedge fund manager and an independent registered investment adviser. The firm is SEC-registered (since 2007) and positions itself as a capital allocator serving institutional clients. Its business model includes acting as a commodity pool operator/commodity trading adviser (CPO/CTA), sponsoring and managing pooled investment vehicles, and selecting external advisers for those vehicles. Compensation is a mix of asset-based fees and performance-based fees. Meritage reports it is not an active ESG investor and does not operate as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1TRAVIS JORDAN
Chief Financial OfficerCRD 4821350
Contacts
3 of 6Laura Baxter Simons
Senior Managing DirectorCRD 4403839
KEVIN TAGAMI
Managing DirectorCRD 7893881
ARIF MAWJI
Co-PresidentCRD 4229703
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 1Active vs passive
$33.5M in ETFs
100%
$33.5M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $33.5M | 51,554 | 100.00% |
Location
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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