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MERITAGE GROUP LP

Fund Manager

N·SAN FRANCISCO, CA

Data as of Jan 5, 2026 · Source: SEC Form ADV

Total AUM

$14.6B

1-Year AUM Growth

+6.3%

3-Year CAGR

-0.4%

Employees

24

Assets Under Management

Total AUM$14.6B

Discretionary AUM$14.6B

Non-Discretionary AUM$0

Discretionary %100%

Total Clients12

Team

Total Employees24

Investment Advisers52

Employee Growth (1Y)—

Private Funds

Number of Private Funds9

🔒 Fund-level details including strategies, gross assets, and individual fund records

Filing History

Total Filings on Record34

First FilingApr 3, 2007

Latest FilingJan 5, 2026

🔒 Full AUM trend chart and 34 historical filings spanning 19+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on MERITAGE GROUP LP

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.