Meritage Group LP
Legal Name: MERITAGE GROUP LP
Full Contact Details
Meritage Group LP
ONE FERRY BUILDING, SUITE 375, SAN FRANCISCO, CA
415.399.5330
Other Info
Meritage Group LP is a registered DE Limited Partnership with 47 employees, most of whom serve as advisors. Though the number of clients it serves is unknown, the US Securities and Exchange Commission (SEC) has approved Meritage Group's regulatory status since January 3, 2007.
Meritage Group LP
Meritage Group LP is an investment adviser registered with the U.S. Securities and Exchange Commission (the "SEC") with assets under management in excess of $10B as of January 1, 2023. Meritage Group LP's Form ADV may be accessed on the SEC's website. The Meritage® investment strategy started in 19…
Direct Owners
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1998 SIMONS FAMILY REVOCABLE TRUST
LIMITED PARTNER owns 75% or more
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ALEX RICHARD MAGARO
CO-PRESIDENT/SENIOR MANAGING DIRECTOR OF GENERAL PARTNER owns less than 5%
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DAVID KENNETH ZIERK
CO-PRESIDENT/SENIOR MANAGING DIRECTOR OF GENERAL PARTNER owns less than 5%
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LAURA JANE BAXTER-SIMONS
CHIEF COMPLIANCE OFFICER/GENERAL COUNSEL owns less than 5%
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MARK JASON MINDICH
CHIEF OPERATING OFFICER OF GENERAL PARTNER owns less than 5%
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MWG GP LLC
GENERAL PARTNER owns less than 5%
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NATHANIEL SIMONS
CHAIRMAN/SENIOR MANAGING DIRECTOR OF GENERAL PARTNER owns less than 5%
Prime Brokers
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DEUTSCHE BANK SECURITIES INC.
United States -
MERRILL LYNCH PROFESSIONAL CLEARING CORP.
United States -
MORGAN STANLEY & CO. LLC
United States -
NATIONAL FINANCIAL SERVICES LLC
United States
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