Meritage Group
Meritage Group is a private credit manager in San Francisco, CA. It is registered with the SEC as an investment adviser with $14.1B in regulatory assets and 55 staff. It has 2 funds on file, the latest reported in February 2025.
Funds on file
2
Raised, all funds
$300.2M
Regulatory assets
$14.1B
Staff
55
Pension investors
None found
See the adviser's own filing →
Latest fund filing
Funds
DateFundTypeRaisedTarget
Adviser record
RegistrationRegistered with the SEC as an investment adviser.
Regulatory assets$14.1B
Employees55
Clients12 private funds.
Control personsLaura, Jane Baxter-simons, Travis, Kyle Jordan, Alex, Richard Magaro, Arif, Amirali Mawji, Nathaniel, Henry Simons, Kevin, Michael Tagami.
Private funds9 private funds holding $20.2B in gross assets.
Private funds it reports
FundTypeGross assets
Meritage Fund
Hedge fund
$7.2B
Meritage Holdings
Hedge fund
$5.6B
Meritage Investors
Hedge fund
$2.5B
Meritage International
Hedge fund
$1.8B
Meritage Co-investors LLC, Series 1
Hedge fund
$1.1B
Meritage Co-investors LLC, Series 3
Hedge fund
$1.1B
Mendocino Long-focused Master
Hedge fund
$574.3M
Meritage Co-investors LLC, Series 2
Hedge fund
$157.1M