MERITAGE GROUP LP Overview
Meritage Group Lp is an investment advisor that manages 12.3 BN dollars in regulatory AUM and has 42 employees, of which 20 perform investment advisory functions.
The manager's has disclosed holdings from 12/31/07 to 12/31/22. The fund's latest filing disclosed 3BN in positions, representing 24% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/07 to 12/31/22. The fund's latest filing disclosed 3BN in positions, representing 24% of the manager's regulatory AUM.
MERITAGE GROUP LP StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
MERITAGE GROUP LP Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| TDG | 12.25% | Industrials | 12.48% | 1.69% | 3 | 9% | ||
| CHTR | 11.49% | Cons. Disc. | 0.69% | -0.73% | 1 | 8% | ||
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FEATURED IN
MERITAGE GROUP LP Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Nathaniel Simons | Chairman/Senior Managing Director Of General Partner | November-2006 |
| David K. Zierk | Co-President/Senior Managing Director Of General Partner | November-2006 |
| Laura J. Baxter-Simons | Chief Compliance Officer/General Counsel | November-2006 |
| Mark J. Mindich | Chief Operating Officer Of General Partner | November-2006 |
| Alex R. Magaro | Co-President/Senior Managing Director Of General Partner | November-2006 |
MERITAGE GROUP LP Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
| Administrator | Pro |
| Auditor | Pro |
| Auditor | Pro |
| Auditor | Pro |
| Custodian | Pro |
| Custodian | Pro |
| Custodian | Pro |
| Custodian | Pro |
| Custodian | Pro |
| Custodian | Pro |
| Custodian | Pro |
| Prime Broker | Pro |
| Prime Broker | Pro |
| Prime Broker | Pro |
MERITAGE GROUP LP Investment Strategy
Item 8 for a more detailed description of the strategies pursued by the Private Investment Funds.
Ability to Tailor Se rvices and Impos e Restrictions
Meritage provides investment management services directly to the Private Investment Funds as pooled investment vehic les based on the specific investment objectives and strategies of the Private Investment Funds themselves and not individually to investors in the Private Investment Funds (the “Investors ”). Therefore, Meritage does not tailor its advisory services to the individua l needs of any of the Investors. The Investors generally may not impose restrictions on investing in certain securities or types of securities.
Othe r Advis ory Se rvices
Meritage also provides certain discretionary investment advice to the trustees of a charitable trust that invests assets in connection with its donor advised fund program (the “Non-Fund Clie nt” and together with the Private Investment Funds ,...
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Ability to Tailor Se rvices and Impos e Restrictions
Meritage provides investment management services directly to the Private Investment Funds as pooled investment vehic les based on the specific investment objectives and strategies of the Private Investment Funds themselves and not individually to investors in the Private Investment Funds (the “Investors ”). Therefore, Meritage does not tailor its advisory services to the individua l needs of any of the Investors. The Investors generally may not impose restrictions on investing in certain securities or types of securities.
Othe r Advis ory Se rvices
Meritage also provides certain discretionary investment advice to the trustees of a charitable trust that invests assets in connection with its donor advised fund program (the “Non-Fund Clie nt” and together with the Private Investment Funds ,...
Unlock Full Investment Process Description
MERITAGE GROUP LP Portfolio Concentration
MERITAGE GROUP LP Location
PIER 5, THE EMBARCADERO
SUITE 101
SAN FRANCISCO, California
UNITED STATES, 94111
SUITE 101
SAN FRANCISCO, California
UNITED STATES, 94111
MERITAGE GROUP LP Contact Information
Phone Number: 415.399.5330
Fax Number: 415.591.0850
Website: null
Fax Number: 415.591.0850
Website: null
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