| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Meritage Fund LLC | Hedge | $6.91B | — |
| Meritage Holdings Ltd. | Hedge | $5.45B | $100K |
| Meritage Investors LLC | Hedge | $3.29B | $25K |
| 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 |
Meritage Group LP reports $14.6 billion in regulatory assets under management on its Form ADV.
Meritage Group LP manages 9 private funds with combined gross assets of $21.3 billion.
Meritage Group LP reports 52 employees.
Meritage Group LP is based in San Francisco, CA and has been SEC-registered since 2007.
Meritage Group LP is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| 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 |
| Discretionary | $14.57B |
| Non-discretionary | $0 |
| Total (RAUM) | $14.57B |