Meritage Group LP is a San Francisco-based investment adviser registered with the U.S. Securities and Exchange Commission (SEC), managing assets worth $11.1B as of July 1, 2023. With offices in San Francisco, Greenwich, and New York City, the firm, led by senior managing directors Nat Simons, Laura Baxter-Simons, Alex Magaro, and Arif Mawji, specializes in managing investments in public and private equity, credit, and real estate.
Operating since 1997, Meritage Group LP employs approximately 50 personnel and utilizes a comprehensive investment strategy that includes both direct investments and external managers. The firm emphasizes compliance with investor suitability and sophistication requirements, and its services are not endorsed or recommended by the SEC or any securities regulatory authority. Meritage Group LP and its affiliates do not guarantee the accuracy or completeness of the information presented on their website and reserve the right to change its content without notice.
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