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MERITAGE GROUP LP
CRD 142622 · SEC 801-67394
ONE FERRY BUILDING, SUITE 375, SAN FRANCISCO, CA, 94111, United States
Phone
415.399.5330
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$14.09B
Discretionary AUM
$14.09B
Team
55 total employees; 27 advisory reps
Clients
—
Fees
Percentage of AUM; Performance-based fees
Org form
Limited Partnership
Filing date
2026-03-26
Disciplinary history
No
Services
Portfolio management (pooled vehicles)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 12 | $14.09B |
States served
CA, TX, CT
All web addresses on file
Official SEC filing: View on IAPD