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Meritage Co-Investors LLC, Series 3

Hedge FundFund ID 805-3730472620Delaware, United States
Gross assets
$1.67B
Min. investment
$10K
Beneficial owners
6
Size rank
Top 4%
Audited
Yes
Structure
Standalone

About this fund

Meritage Co-Investors LLC, Series 3 is a hedge fund managed by Meritage Group LP. The fund reports $1.7 billion in gross assets, placing it among the top 4% of private funds by size. The stated minimum investment is $10,000. Its financial statements are audited annually. Private funds are not required to publicly disclose returns; Form ADV reports assets, structure, and service providers, shown above.

Fund details

Fund ID805-3730472620
Fund typeHedge Fund
3(c)(1) exclusionNo
3(c)(7) exclusionYes
Master fundNo
Feeder fundNo
Fund of fundsNo
Relies on exemption from registrationNo
Annual auditYes
Prepared per GAAPYes
Sub-advisedNo
% of assets independently valued0%

Other funds from this manager

FundTypeGross assets
Meritage Fund LLCHedge$6.99B
Meritage Holdings Ltd.Hedge$4.63B
Meritage Investors LLCHedge$3.35B
Meritage International LPHedge$2B
Meritage Co-Investors LLC, Series 1Hedge$1.03B
Mendocino Long-Focused Master L.P.Hedge$587.8M

Frequently asked questions

How large is Meritage Co-Investors LLC, Series 3?

Meritage Co-Investors LLC, Series 3 reports $1.7 billion in gross assets, among the top 4% of private funds by size.

What is the minimum investment for Meritage Co-Investors LLC, Series 3?

The stated minimum investment is $10,000.

Who manages Meritage Co-Investors LLC, Series 3?

Meritage Co-Investors LLC, Series 3 is managed by Meritage Group LP.

Does Meritage Co-Investors LLC, Series 3 disclose returns?

No. Private funds are not required to publicly disclose performance. Form ADV reports assets, structure, and service providers.

Manager

M
San Francisco, CA

Service providers

Prime broker
None reported
Custodian
Administrator
Auditor

Reported gross assets

$1.67B▲ 6%
Mar '25 — $1.58BApr '25 — $1.58BMay '25 — $1.58BJun '25 — $1.58BJul '25 — $1.58BAug '25 — $1.58BSep '25 — $1.58BOct '25 — $1.58BNov '25 — $1.58BDec '25 — $1.58BJan '26 — $1.58BFeb '26 — $1.58BMar '26 — $1.67BApr '26 — $1.67BMay '26 — $1.67BJun '26 — $1.67B
Mar '25Form ADV, monthlyJun '26

How this fund compares

Gross assetsTop 4%
Larger than 96% of 67,041 private funds
Gross assets vs Hedge FundsTop 10%
Larger than 90% of 12,442 hedge funds
Minimum investmentTop 94%
Higher than 6% of funds reporting a minimum

Investor base

Adviser & related persons4%
Funds of funds23%
Non-U.S. persons%
Share of the fund's beneficial ownership reported on Form ADV. Categories can overlap.