Meritage Group LP stands out in the investment management landscape with its robust $12.3B assets under management portfolio as of July 2024. The firm traces its roots back to 1997 when the Meritage® investment strategy was first developed, establishing a foundation for their current diverse investment approach.
Operating from their offices in San Francisco, Greenwich, and New York City, Meritage Group LP employs around 50 professionals who manage a sophisticated mix of investments. Their portfolio spans public and private equity, credit instruments, and real estate holdings, utilizing both direct investment strategies and carefully selected external managers. The firm’s leadership includes senior managing directors Nat Simons, Laura Baxter-Simons, Alex Magaro, and Arif Mawji, who oversee the firm’s SEC-registered investment advisory services.
Their regulatory compliance is validated through their Form ADV filing, accessible through the Securities and Exchange Commission’s public database, demonstrating their commitment to transparency and regulatory adherence. The company maintains a balanced approach to investment management, combining institutional expertise with strategic market positioning across multiple asset classes.