Wealth Manager • San Francisco, United States

Meritage Group

Meritage Group is a wealth manager based in San Francisco, United States. Verified contact details, AUM data, and investment preferences on FindLPs.

$12.0B
Assets Under Mgmt
Wealth Manager
Investor Type
San Francisco, United States
Headquarters
About

Meritage Group

Meritage Group LP is an investment adviser registered with the U.S. Securities and Exchange Commission (the \"SEC\") with assets under management of $12.0B as of January 1, 2024. Meritage Group LP's Form ADV may be accessed on the SEC's website.\ \ \ \ \ \ The Meritage investment strategy started in 1997, and Meritage Group LP currently manage investments, both directly and through external managers, in public and private equity, credit and real estate.\ \ \

Investment Focus

What Meritage Group Invests In

Investment types: Growth Capital, Long-Term Investments, Private Equity

Preferred geographies: United States

Location: 1 Ferry Building\\nSuite 375\\nSan Francisco\\nCalifornia\\n94111\\nUnited States

Contact Meritage Group

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LP firm data compiled from public regulatory filings (SEC Form ADV, FCA, AIFMD disclosures), company websites and press releases, LinkedIn public profiles, and verified outbound email testing. AUM figures reflect self-reported values from filings and may lag by 1–2 fiscal quarters; bands are normalized in USD. We do not publish personal residential information; firms or individuals may request removal at /contact. Methodology & sources · Updated July 2026.