Meritage Group

Hedge Fund SEC-registered adviser

Legal name: Meritage Group LP

San Francisco, CA Website LinkedIn

AUM

$14.1B
Regulatory AUM

Private funds

9
Hedge Fund 9

Private fund assets

$20.4B
Gross asset value

Employees

55

Last Form D raise

Feb 2026
Most recent fund filing

From SEC Form ADV filing (filed Jul 7, 2026). View on SEC

People(5)

Owners and executive officers named on the firm's SEC Form ADV.

A
Co-President/Senior Managing Director of General Partner
A
Co-President/Senior Managing Director of General Partner
K
Managing Director/Chief Legal Officer of General Partner
L
General Counsel/Compliance Officer/Senior Managing Director of General Partner
N
Chairman/Senior Managing Director of General Partner

Funds(9)

Private funds reported on Form ADV, with amounts raised from the funds' SEC Form D filings.

FundTypeGross assetsRaised (Form D)InvestorsLast Form DRecency
Meritage Holdings LTD.Hedge Fund$4.6B$3.4B71Feb 2026Warm
Meritage Investors LLCHedge Fund$3.3B$9.0B302Feb 2026Warm
Meritage International LPHedge Fund$2.0B$281.4M4Feb 2026Warm
Mendocino Long-Focused Master L.P.Hedge Fund$587.8M$313.8M38Feb 2026Warm
Meritage Credit Opportunities Fund I LPHedge Fund$169.5M$150.1M1Feb 2025Cool
Meritage Fund LLCHedge Fund$7.0B———
Meritage Co-Investors LLC, Series 3Hedge Fund$1.7B———
Meritage Co-Investors LLC, Series 1Hedge Fund$1.0B———
Meritage Co-Investors LLC, Series 2Hedge Fund$426.5M———

Board seats

Companies whose SEC Form D filings name one of this firm's people as a director, matched by name and office ZIP code.

No board seats matched from SEC filings yet.

Regulatory identifiers

CRD number
142622
SEC file number
801-67394
CIK
1427119

Sources