MERITAGE GROUP LP
SEC Form ADV profile.
Total regulatory AUM
$14,093,814,844
Discretionary
$14,093,814,844
Non-discretionary
$0
Firm details
- CRD number
- 142622
- SEC file number
- 801-67394
- Main office
- SAN FRANCISCO, CA, United States
- Employees
- 55
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Performance-based
As of October 2026.