Meritage Group LP
● SEC registered since 2007CRD 142622SEC# 801-67394San Francisco, CA
Ranks #690 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$14.09B
Fund GAV
$20.85B
Private funds
9
Employees
55
Accounts
12
Location
San Francisco, CA
Meritage Group LP assets under management
Meritage Group LP operates as an SEC-registered investment adviser based in San Francisco, CA. The firm has been registered since 2007. It reports $14.1 billion in regulatory assets under management and employs 55 people. Meritage Group LP manages 9 private funds with combined gross assets of $20.9 billion, including Meritage Fund LLC. By regulatory assets, it ranks 690 of 6,004 private fund managers.
Meritage Group LP private funds
9 funds · $20.85B GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Meritage Fund LLC | Hedge | $6.99B | — |
| Meritage Holdings Ltd. | Hedge | $4.63B | $100K |
| Meritage Investors LLC | Hedge | $3.35B | $25K |
| Meritage International LP | Hedge | $2B | $50K |
| Meritage Co-Investors LLC, Series 3 | Hedge | $1.67B | $10K |
| Meritage Co-Investors LLC, Series 1 | Hedge | $1.03B | $10K |
| Mendocino Long-Focused Master L.P. | Hedge | $587.8M | $10M |
| Meritage Co-Investors LLC, Series 2 | Hedge | $426.5M | $10K |
| Meritage Credit Opportunities Fund I LP | Hedge | $169.5M | $1M |
Meritage Group LP owners & executives
12 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| 1998 Simons Family Revocable Trust Control | Limited Partner | Over 75% | 2009 |
| Alex Richard Magaro Control | Co-President/Senior Managing Director Of General Partner | Under 5% | 2006 |
| Arif Amirali Mawji Control | Co-President/Senior Managing Director Of General Partner | Under 5% | 2020 |
| Kevin Michael Tagami Control | Managing Director/Chief Legal Officer Of General Partner | Under 5% | 2024 |
| Laura Jane Baxter-Simons Control | General Counsel/Compliance Officer/Senior Managing Director Of General Partner | Under 5% | 2006 |
| Mwg GP LLC Control | General Partner | Under 5% | 2006 |
| Nathaniel Henry Simons Control | Chairman/Senior Managing Director Of General Partner | Under 5% | 2006 |
| Nicholas James Mullen Control | Chief Compliance Officer Of General Partner | Under 5% | 2026 |
| Travis Kyle Jordan Control | Chief Financial Officer Of General Partner | Under 5% | 2023 |
| 1998 Simons Family Revocable Trust Control | Member | Over 75% | 2009 |
See all 12 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Meritage Group LP manage?
Meritage Group LP reports $14.1 billion in regulatory assets under management on its Form ADV.
How many private funds does Meritage Group LP manage?
Meritage Group LP manages 9 private funds with combined gross assets of $20.9 billion.
How many employees does Meritage Group LP have?
Meritage Group LP reports 55 employees.
Where is Meritage Group LP located?
Meritage Group LP is based in San Francisco, CA and has been SEC-registered since 2007.
Does Meritage Group LP disclose fund performance?
Meritage Group LP is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | One Ferry Building, Suite 375, San Francisco, CA 94111 |
| Phone | 415.399.5330 |
| Office hours | 9a.m.-5p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| CIK | 1427119 |
| Discloses disciplinary history | No |
Regulatory AUM
$14.09B▼ 3%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 7%
Larger than 93% of 16,271 advisers
AUM vs fund managersTop 11%
Larger than 89% of 6,004 private-fund managers
Number of fundsTop 27%
More funds than 73% of fund managers
EmployeesTop 11%
More than 89% of 16,825 advisers
Assets under management
$14.09Bregulatory AUM
Discretionary $14.09B
Service providers
Prime broker
Custodian
Administrator