# MERITAGE CAPITAL, LLC

MERITAGE CAPITAL, LLC of AUSTIN, TX is an SEC-registered investment adviser.

## Registration

- CRD: 129257
- Type: SEC-registered investment adviser
- SEC file number: 801-65011
- Location: 500 WEST 2ND STREET, SUITE 1850, AUSTIN, TX, 78701-3017
- Phone: 512.637.9700
- Latest filing: 2021-03-30
- Regulatory AUM: $1.1B
- Discretionary AUM: $107.4M
- Non-discretionary AUM: $1.0B
- Clients: 4
- Accounts: 12

## Officers, owners & control persons (24)

| Name | Role | Location |
| --- | --- | --- |
| Wilson Lee | MEMBER | San Jose, CA |
| Smith Lamont Charles | CEO, CIO, FOUNDER, MANAGING MEMBER; CEO, MEMBER, AND BOARD OF MANAGERS; MEMBER (+2 more) | DENVER, CO |
| Wilson Allen | MEMBER | Shavano Park, TX |
| CHURCHILL DAVID MICHAEL | CHIEF OPERATING OFFICER | — |
| SWANN DAVID VANCE | CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER - MERITAGE CAPITAL, LLC | — |
| SMITH SHERMAN E | MEMBER | — |
| WADE JOSEPH STANLEY | BOARD OF MANAGERS; CIO AND BOARD OF MANAGERS; MEMBER | — |
| BADCIONG TINA MARIE | CFO; CHIEF FINANCIAL OFFICER; MEMBER | — |
| WILSON CHARLES KEMMONS JR | MEMBER | — |
| ANDERSON MELISSA | CFO & CHIEF COMPLIANCE OFFICER; COO & CHIEF COMPLIANCE OFFICER | — |
| MEREDITH THOMAS JOSEPH | BOARD OF MANAGERS; FOUNDER, MANAGING MEMBER; MEMBER (+1 more) | — |
| MEREDITH LYNN | MEMBER | — |
| ROGERS TIMOTHY DAVID | GENERAL COUNSEL & CHIEF COMPLIANCE OFFICER; GROUP GENERAL COUNSEL | — |
| ROTTINGER JASON JACOB | CHIEF COMPLIANCE OFFICER; CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER | — |
| MCCOLSKEY JOHN GORDON | PRESIDENT | — |
| MARTIN JAMES R | MANAGING DIRECTOR OF RESEARCH | — |
| STOTTS GLENN KELLEY | DEPUTY CHEIF INVESTMENT OFFICER AND MANAGING DIRECTOR; DEPUTY CHIEF INVESTMENT OFFICER AND MANAGING DIRECTOR; FUND DIRECTOR (+2 more) | — |
| ABRAHAM JOHN HOWARD | PRINCIPAL | — |
| RHODES MICHAEL SHANNON | FUND DIRECTOR; MANAGING DIRECTOR | — |
| APPERSON JOHN WRIGHT | FUND DIRECTOR; MEMBER | — |
| HANKIN MICHAEL DAVID | PRESIDENT & CEO | — |
| CANNING JOHN JOSEPH | CHIEF COMPLIANCE OFFICER | — |
| SCHUBERT JASON CHARLES | CHIEF COMPLIANCE OFFICER; CHIEF FINANCIAL OFFICER AND CHIEF COMPLIANCE OFFICER | — |
| EWART MICHELLE SWEDA | MANAGING DIRECTOR OF BUSINESS DEVELOPMENT | — |


## Private funds (7)

Mix: Hedge Fund 6 · Private Equity Fund 1

| Fund | Type | Formed | Owners | GAV | Min investment |
| --- | --- | --- | --- | --- | --- |
| CENTENNIAL ABSOLUTE RETURN FUND, LP | Hedge Fund | — | 16 | $78.9M | $500K |
| CENTENNIAL GLOBAL MACRO FUND, LP | Hedge Fund | — | 8 | $11.1M | $250K |
| INSIGNIA OPPORTUNITY FUND, L.P. | Hedge Fund | — | 20 | $7.8M | $1.0M |
| CENTENNIAL ABSOLUTE RETURN FUND, SP | Hedge Fund | — | 17 | $7.2M | $100K |
| INSIGNIA VINTAGE FUND L.P. | Hedge Fund | — | 10 | $6.1M | $1.0M |
| KANALY ENERGY OPPORTUNITY FUND, L.P. | Private Equity Fund | — | 25 | $3.3M | $250K |
| INSIGNIA LEGACY FUND, L.P. | Hedge Fund | — | 40 | $331K | $5.0M |


## Fund service providers (3)

- administrator: CITCO FUND SERVICES (CAYMAN ISLANDS) LIMITED — 4 funds
- administrator: SWISS FINANCIAL SERVICES, INC. — 2 funds
- administrator: HARMONIC FUND SERVICES

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/129257/brochure
- Similar advisers: https://search.stillhousedata.com/firm/129257/similar
- Related entities: https://search.stillhousedata.com/firm/129257/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/129257

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.