MERITAGE GROUP LP of SAN FRANCISCO, CA is an SEC-registered investment adviser (CRD 142622). Regulatory assets under management: $14.1B.
Compensation: % of AUM, Performance.
Clients served: Charities, Investment cos.
| Name | Role | Location |
|---|---|---|
| Nathaniel Henry Simons | CHAIRMAN/SENIOR MANAGING DIRECTOR OF GENERAL PARTNER; TRUSTEE | New York, NY |
| Alex Richard Magaro | CO-PRESIDENT/SENIOR MANAGING DIRECTOR OF GENERAL PARTNER | — |
| Laura Jane Baxter-Simons | CHIEF COMPLIANCE OFFICER/GENERAL COUNSEL/SENIOR MANAGING DIRECTOR OF GENERAL PARTNER; GENERAL COUNSEL/COMPLIANCE OFFICER/SENIOR MANAGING DIRECTOR OF GENERAL PARTNER; TRUSTEE | — |
| Arif Amirali Mawji | CO-PRESIDENT/SENIOR MANAGING DIRECTOR OF GENERAL PARTNER | — |
| Travis Kyle Jordan | CHIEF FINANCIAL OFFICER OF GENERAL PARTNER | — |
| Kevin Michael Tagami | MANAGING DIRECTOR/CHIEF LEGAL OFFICER OF GENERAL PARTNER | — |
| Nicholas James Mullen | CHIEF COMPLIANCE OFFICER OF GENERAL PARTNER | — |
| SIMONS NATHANIEL | CHAIRMAN/MANAGING DIRECTOR OF GENERAL PARTNER; CHAIRMAN/SENIOR MANAGING DIRECTOR OF GENERAL PARTNER; MEMBER (+2 more) | — |
| ZIERK DAVID KENNETH | CO-PRESIDENT/MANAGING DIRECTOR; CO-PRESIDENT/MANAGING DIRECTOR OF GENERAL PARTNER; CO-PRESIDENT/SENIOR MANAGING DIRECTOR (+2 more) | — |
| BAXTER-SIMONS LAURA JANE | CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER/CHIEF LEGAL OFFICER; CHIEF COMPLIANCE OFFICER/GENERAL COUNSEL (+2 more) | — |
| MINDICH MARK JASON | CHIEF OPERATING OFFICER; CHIEF OPERATING OFFICER OF GENERAL PARTNER | — |
| MAGARO ALEX RICHARD | CO-PRESIDENT/MANAGING DIRECTOR; CO-PRESIDENT/MANAGING DIRECTOR OF GENERAL PARTNER; CO-PRESIDENT/SENIOR MANAGING DIRECTOR (+3 more) | — |
| MAWJI ARIF AMIRALI | CO-PRESIDENT/SENIOR MANAGING DIRECTOR OF GENERAL PARTNER; LIMITED PARTNER | — |
| KAPLAN JOSEPH MEGER | LIMITED PARTNER | — |
| BARTH AUBREY JONATHAN | LIMITED PARTNER | — |
| LANDERS MEREDITH AMY | LIMITED PARTNER | — |
| SIMONS NATHANIEL HENRY | CHAIRMAN/SENIOR MANAGING DIRECTOR OF GENERAL PARTNER; TRUSTEE | — |
| JORDAN TRAVIS KYLE | CHIEF FINANCIAL OFFICER; CHIEF FINANCIAL OFFICER OF GENERAL PARTNER | — |
| TAGAMI KEVIN | MANAGING DIRECTOR/CHIEF LEGAL OFFICER OF GENERAL PARTNER | — |
| TAGAMI KEVIN MICHAEL | MANAGING DIRECTOR/CHIEF LEGAL OFFICER OF GENERAL PARTNER | — |
| Fund | Type | Formed | Owners | Gross asset value | Min investment |
|---|---|---|---|---|---|
| MERITAGE FUND LLC | Hedge Fund | Delaware | 121 | $7.0B | — |
| MERITAGE HOLDINGS LTD. | Hedge Fund | Bermuda | 26 | $4.6B | $100K |
| MERITAGE INVESTORS LLC | Hedge Fund | Delaware | 93 | $3.3B | $25K |
| MERITAGE INTERNATIONAL LP | Hedge Fund | Delaware | 6 | $2.0B | $50K |
| MERITAGE CO-INVESTORS LLC, SERIES 3 | Hedge Fund | Delaware | 6 | $1.7B | $10K |
| MERITAGE CO-INVESTORS LLC, SERIES 1 | Hedge Fund | Delaware | 7 | $1.0B | $10K |
| MENDOCINO LONG-FOCUSED MASTER L.P. | Hedge Fund | Cayman Islands | 44 | $587.8M | $10.0M |
| MERITAGE CO-INVESTORS LLC, SERIES 2 | Hedge Fund | Delaware | 3 | $426.5M | $10K |
| MERITAGE CREDIT OPPORTUNITIES FUND I LP | Hedge Fund | Delaware | 3 | $169.5M | $1.0M |
| City | State | Employees | Phone |
|---|---|---|---|
| GREENWICH | CT | 15 | 203.422.6820 |
| NEW YORK | NY | 3 | 212.906.8660 |
| — | — | 1 | 4153995375 |
| — | — | 1 | 4153995372 |
| — | — | 1 | 2034226827 |
| — | — | 1 | 2129068678 |
| — | — | 1 | 4153995376 |
| — | — | 1 | 2034226826 |