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 | — |