Meritage Group LP is an investment adviser registered with the U.S. Securities and Exchange Commission (the "SEC") with assets under management of $12.3B as of July 1, 2024. Meritage Group LP's Form ADV may be accessed on the SEC's website.

The Meritage® investment strategy started in 1997, and Meritage Group LP currently manage investments, both directly and through external managers, in public and private equity, credit and real estate.

Meritage Group LP has offices in San Francisco, Greenwich, and New York City and currently has approximately 50 personnel. The senior managing directors of Meritage Group LP and its affiliates are Nat Simons, Laura Baxter-Simons, Alex Magaro and Arif Mawji.


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Investment Management

Real Estate

Meritage Group LP

Meritage Group LP's headquarters in San Francisco, United States

Nat Simons

Matthew K. Hess

Jimmy Yu

Riley Heiman

Nik Kumar

Josh Roach

Sabah Rabbi

Andrew Rosenfeld

Hans Bleuel

Vipul Shah

Robert G.

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Nat Simons

Arif Mawji

Nicholas Mullen

Sara S. Park

Matt Costa

Robert G.

Vipul Shah

Max Hubbard

Marshall Levine

Nick Brienzi

Hans Bleuel

Alfred Broderick

Ashish Yadav

David S.

Travis Jordan

Michael M.

Adam Shooshan

William Jin

Andrew Rosenfeld

Sunha L.

Rose Rodstrom

Sabah Rabbi

James Kattoor

Peter Whiteford

Josh Roach

Grant Manon

Nik Kumar

Riley Heiman

Jimmy Yu

Douglas S.

Matthew K. Hess

Theresa Beleson

Victor Dowling

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