Meritage Group Lp
- Regulatory AUM
- $14.1B
- Discretionary
- $14.1B
- Clients
- 12
- Avg AUM / client
- $1.2B
- Accounts
- 12
- Employees
- 55
AUM over time
Annual snapshots from Form ADV filings · as of Jul 07, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 12 | $14.1B | 100.0% |
Private funds (9)
Reported in Form ADV Section 7.B.(1), filing of May 2024 · $20.2B combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Meritage Fund Llc | Hedge Fund | Delaware | $7.2B | 120 |
| Meritage Holdings Ltd. | Hedge Fund | Bermuda | $5.6B | 21 |
| Meritage Investors Llc master | Hedge Fund | Delaware | $2.5B | 102 |
| Meritage International Lp | Hedge Fund | Delaware | $1.8B | 6 |
| Meritage Co Investors Llc, Series 1 | Hedge Fund | Delaware | $1.1B | 7 |
| Meritage Co Investors Llc, Series 3 | Hedge Fund | Delaware | $1.1B | 6 |
| Mendocino Long Focused Master L.P. master | Hedge Fund | Cayman Islands | $574M | 45 |
| Meritage Co Investors Llc, Series 2 feeder | Hedge Fund | Delaware | $157M | 3 |
| Meritage Credit Opportunities Fund I Lp master | Hedge Fund | Delaware | $100M | 2 |
Nonprofit clients
Charities that reported this firm as a top-paid contractor (investment services) on Form 990.
| Charity | Location | Period |
|---|---|---|
| Climate Lead Inc EIN 884336644 | San Francisco, CA | 12/31/2024 |
People (6)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Baxter Simons, Laura, Jane | Chief Compliance Officer/General Counsel/Senior Managing Director Of General Partner | Dec 1998 (28y) | Less than 5% | |
| Simons, Nathaniel, Henry | Chairman/Senior Managing Director Of General Partner | Dec 1998 (28y) | Less than 5% | |
| Magaro, Alex, Richard | Co President/Senior Managing Director Of General Partner | Nov 2006 (20y) | Less than 5% | |
| Mawji, Arif, Amirali | Co President/Senior Managing Director Of General Partner | Mar 2020 (6y) | Less than 5% | |
| Jordan, Travis, Kyle | Chief Financial Officer Of General Partner | Jul 2023 (3y) | Less than 5% | |
| Tagami, Kevin, Michael | Managing Director/Chief Legal Officer Of General Partner | Mar 2024 (2y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| 1998 Simons Family Revocable Trust | Limited Partner | Dec 2009 | A | 75% or more |
| Mwg Gp Llc | General Partner | Nov 2006 | A | Less than 5% |
| 1998 Simons Family Revocable Trust | Member | Dec 2009 | B | ≈ 0% – 5% via Mwg Gp Llc |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- 1998 Simons Family Revocable Trust: 75% – 100% of Mwg Gp Llc × 0% – 5% direct ≈ 0% – 5% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (9, $20.2B gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Meritage Fund Llc | Hedge Fund | $7.2B | $0 | 120 |
| Meritage Holdings Ltd. | Hedge Fund | $5.6B | $100K | 21 |
| Meritage Investors Llc | Hedge Fund | $2.5B | $25.0K | 102 |
| Meritage International Lp | Hedge Fund | $1.8B | $50.0K | 6 |
| Meritage Co Investors Llc, Series 1 | Hedge Fund | $1.1B | $10.0K | 7 |
| Meritage Co Investors Llc, Series 3 | Hedge Fund | $1.1B | $10.0K | 6 |
| Mendocino Long Focused Master L.P. | Hedge Fund | $574M | $10.0M | 45 |
| Meritage Co Investors Llc, Series 2 | Hedge Fund | $157M | $10.0K | 3 |
| Meritage Credit Opportunities Fund I Lp | Hedge Fund | $100M | $1.0M | 2 |
From Form ADV Section 7.B private fund reporting.
Foundations & charities (1)
| Organization | Type | Assets | As of |
|---|---|---|---|
| Climate Lead Inc | Public charity | $44.5M | 12/31/2024 |
From IRS Form 990 investment-management-fee disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 07/07/2026 | 3.12 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for pooled investment vehicles
- • Selection of other advisers
Custody
Firm reports having custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 07, 2026.
View current Form ADV (SEC/IAPD) ↗