Meritage Group LP

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Key Facts

Websitehttp://www.meritagegroup.com
HeadquartersSan Francisco, CA
Employees45
AUM$12.3 billion
AUM as ofMarch 28, 2017
Clients11

Overview

Meritage Group LP is a hedge fund based in San Francisco, CA. It was founded in 01/2007. They hold $12.3 billion in assets under management as of March 28, 2017. Read their Plain English Brochure.

Sub Funds and Performance

NameAUM (bn) Type Min Investment Num Clients Internal $ % Fund of Funds $ % Prime Brokers
Mendocino Long-Only Master L.P. 0.065 hedge fund 10,000,000 16 72.0 Morgan Stanley
Meritage Co-Investors LLC, Series 1 0.126 hedge fund 10,000 8 44.0
Meritage Co-Investors LLC, Series 2 1.200 hedge fund 10,000 5
Meritage Co-Investors LLC, Series 3 0.639 hedge fund 10,000 7 46.0
Meritage Fund LLC 10.191 hedge fund 0 146 5.0 Deutsche Bank Securities Inc., Morgan Stanley, National Financial Services LLC
Meritage Holdings Ltd. 3.694 hedge fund 100,000 17 3.0
Meritage International LP 2.534 hedge fund 50,000 4 Deutsche Bank Securities Inc.
Meritage Investors LLC 3.668 hedge fund 25,000 125 10.0 Deutsche Bank Securities Inc.

Key People

NameTitlePositionOwnership
Laura Baxter-SimonsChief Compliance Officer/General Counsel Owner or OfficerNone
Laura Baxter-SimonsNone Indirect OwnerOther
Alex MagaroCo-President/Senior Managing Director Of General Partner Owner or OfficerNone
Alex MagaroNone Indirect Owner25 to 50%
Mark MindichChief Operating Officer Of General Partner Owner or OfficerNone
Nathaniel SimonsChairman/Senior Managing Director Of General Partner Owner or OfficerNone
Nathaniel SimonsNone Indirect OwnerOther
David ZierkCo-President/Senior Managing Director Of General Partner Owner or OfficerNone
David ZierkNone Indirect Owner25 to 50%