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1998 Simons Family Revocable Trust

Limited PartnerMeritage Group LP

About 1998 Simons Family Revocable Trust

1998 Simons Family Revocable Trust is listed as Limited Partner at Meritage Group LP in San Francisco, CA. Form ADV reports a beneficial ownership band of Over 75%. 1998 Simons Family Revocable Trust is associated with 2 registered advisers.

Reported ownership

Owns Over 75% of Meritage Group LP
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does 1998 Simons Family Revocable Trust work?

1998 Simons Family Revocable Trust is listed as Limited Partner at Meritage Group LP on SEC Form ADV.

How much of Meritage Group LP does 1998 Simons Family Revocable Trust own?

Form ADV reports a beneficial ownership band of Over 75%.

Meritage Group LP

TitleLimited Partner
OwnershipOver 75%
Control personYes
Since2009

Meritage Group LP

TitleMember
OwnershipOver 75%
Control personYes
Since2009