MERITAGE GROUP LP
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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%
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MERITAGE GROUP LP
also reported in
Mar 2019
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47
employees,
with
21
performing advisory functions.
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A total of 4 office locations.
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No registrations with foreign financial regulatory authorities.
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Operation as a Commodity Pool Operator (CPO) or Commodity Trading Advisor (CTA).
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MERITAGE GROUP LP has no disclosure events reported to the SEC at this time.
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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
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