# MERITAGE GROUP LP

MERITAGE GROUP LP of SAN FRANCISCO, CA is an SEC-registered investment adviser.

## Registration

- CRD: 142622
- Type: SEC-registered investment adviser
- SEC file number: 801-67394
- Location: ONE FERRY BUILDING, SUITE 375, SAN FRANCISCO, CA, 94111
- Phone: 415.399.5330
- Latest filing: 2026-07-07
- Regulatory AUM: $14.1B
- Discretionary AUM: $14.1B
- Clients: 55
- Accounts: 12

## Business model

- Compensation: % of AUM, Performance
- Clients served: Charities, Investment cos

## Officers, owners & control persons (20)

| 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 | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/142622/brochure
- Similar advisers: https://search.stillhousedata.com/firm/142622/similar
- Related entities: https://search.stillhousedata.com/firm/142622/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/142622

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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.