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.


Credit

Investment Management

Real Estate

Meritage Group LP

Nat Simons

Matthew K. Hess

Jimmy Yu

Riley Heiman

Nik Kumar

Josh Roach

Sabah Rabbi

Andrew Rosenfeld

Travis Jordan

Hans Bleuel

Vipul Shah

Robert G.

Arif Mawji

Meritage Group LP

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