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MERITAGE GROUP LP
MERITAGE GROUP LP (CRD# 142622) is an SEC-Registered Investment Advisor (RIA), headquartered in San Francisco, CA. The SEC approved the firm to operate as an RIA in Jan 2007. In Mar 2019, the firm reported total Regulatory Assets Under Management (RAUM) of $10.6 Billion, with discretion over 100% of those assets.   Pooled investment vehicles (Private Funds) account for 100% of RAUM.   Non-US investors represent 35% .  
 
MERITAGE GROUP LP also reported in Mar 2019
  • 47 employees, with 21 performing advisory functions.
  • A total of 4 office locations.
  • No registrations with foreign financial regulatory authorities.
  • Operation as a Commodity Pool Operator (CPO) or Commodity Trading Advisor (CTA).
MERITAGE GROUP LP has no disclosure events reported to the SEC at this time.
 

View MERITAGE GROUP LP's most recent Form ADV filing
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MERITAGE GROUP LP has Notice Filings with the following State Securities Authorities: CA-Aug 2012, CT-Jan 2008, HI-Jul 2013


Disclaimer: 
The information presented above was gleaned from the SEC website and is believed to be accurate.  FindingFraud.org is presenting this data for informational purposes only and assumes no responsibility for errors or omissions.  Please note that we are aware of many instances where RIAs provided erroneous data to the SEC.  Feel free to contact FindingFraud.org with questions or concerns.


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