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SEC Form ADV · CIK 1427119

MERITAGE GROUP LP

Registered Investment AdviserCA
$14.1B
Assets Under Management
55
Employees
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Registration Details

CIK
1427119
Accession
crd-142622
Location
SAN FRANCISCO, CA
Filing Date
July 7, 2026
AUM
$14.1B
Institutional Clients
12
Employees
55
Amendment
No
SEC EDGAR
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Client Types

Pooled Investment Vehicles

Private Funds

9 private funds reported on Form ADV Schedule D 7.B.1, $20.9B in combined gross assets.

  • MERITAGE FUND LLCHedge Fund$7.0B
  • MERITAGE HOLDINGS LTD.Hedge Fund$4.6B
  • MERITAGE INVESTORS LLCHedge FundMaster Fund$3.3B
  • MERITAGE INTERNATIONAL LPHedge Fund$2.0B
  • MERITAGE CO-INVESTORS LLC, SERIES 3Hedge Fund$1.7B
  • MERITAGE CO-INVESTORS LLC, SERIES 1Hedge Fund$1.0B
  • MENDOCINO LONG-FOCUSED MASTER L.P.Hedge FundMaster Fund$587.8M
  • MERITAGE CO-INVESTORS LLC, SERIES 2Hedge Fund$426.5M
  • MERITAGE CREDIT OPPORTUNITIES FUND I LPHedge FundMaster Fund$169.5M

About this Adviser

MERITAGE GROUP LP is a registered investment adviser headquartered in SAN FRANCISCO, CA, managing approximately $14.1B in assets. This data is sourced from the SEC's EDGAR database via Form ADV.

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