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 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
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 1
Travis Jordan
Chief Financial OfficerCRD 4821350
Contacts
3 of 6
Laura 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
FINTRXLocation
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
Similar firms
Parthenon Capital Partners
RIASan Francisco, CA
Asia Alternatives Management LLC
RIASan Francisco, CA
Farther
RIASan Francisco, CA
Divco West Real Estate Services, LLC
RIASan Francisco, CA
Freestone Grove Partners LP
RIASan Francisco, CA
Gusto Investment Services, LLC
RIASan Francisco, CA