MERITAGE CAPITAL, LLC
Legal name: MERITAGE CAPITAL
CRD #129257 SEC #801-65011 AUSTIN, TX 512.637.9700
SEC Registered Private Funds
Total AUM
$1.1B
Discretionary
$107.4M
Employees
4
Clients
--
Accounts
12
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2021 | $1.1B | $107.4M | $1B | 4 | 0 |
| Oct 2020 | $1.1B | $211.5M | $917.6M | 6 | 0 |
| Jun 2020 | $1.1B | $211.5M | $917.6M | 6 | 0 |
| Mar 2020 | $1.1B | $211.5M | $917.6M | 6 | 0 |
| Nov 2019 | $987.1M | $236.2M | $751M | 7 | 1 |
| Oct 2019 | $987.1M | $236.2M | $751M | 7 | 1 |
| Oct 2019 | $987.1M | $236.2M | $751M | 7 | 1 |
| Jun 2019 | $987.1M | $236.2M | $751M | 7 | 1 |
| Mar 2019 | $987.1M | $236.2M | $751M | 7 | 1 |
| Dec 2018 | $1.1B | $277.6M | $812.2M | 8 | 18 |
| Dec 2018 | $1.1B | $277.6M | $812.2M | 8 | 18 |
| Jun 2018 | $1.1B | $277.6M | $812.2M | 8 | 18 |
| Jun 2018 | $1.1B | $277.6M | $812.2M | 8 | 18 |
| Mar 2018 | $1.1B | $277.6M | $812.2M | 9 | 18 |
| Mar 2017 | $1.1B | $357M | $780.4M | 10 | 11 |
| Jul 2016 | $1.1B | $410.1M | $706.2M | 13 | 11 |
| Mar 2016 | $1.1B | $410.1M | $706.2M | 13 | 11 |
| Dec 2015 | $1.1B | $414.2M | $667.6M | 14 | 11 |
| Jul 2015 | $1.1B | $466.5M | $674.2M | 11 | 11 |
| Jun 2015 | $1.1B | $466.5M | $674.2M | 11 | 11 |
| Apr 2015 | $1.1B | $466.5M | $674.2M | 11 | 11 |
| Mar 2015 | $1.1B | $466.5M | $674.2M | 11 | 11 |
| Sep 2014 | $1.1B | $403.9M | $688.1M | 13 | 11 |
| Mar 2014 | $1B | $289M | $719.1M | 12 | 11 |
| Jan 2014 | $972.5M | $288.2M | $684.2M | 12 | 11 |
| Sep 2013 | $966.4M | $365.8M | $600.6M | 14 | 11 |
| May 2013 | $966.4M | $365.8M | $600.6M | 14 | 11 |
| Mar 2013 | $966.4M | $365.8M | $600.6M | 14 | 11 |
| Jan 2013 | $897.7M | $299.2M | $598.5M | 14 | 11 |
| Jul 2012 | $195.1M | $195.1M | $0 | 6 | 1 |
| Jul 2012 | $195.1M | $195.1M | $0 | 6 | 1 |
| Jun 2012 | $195.1M | $195.1M | $0 | 6 | 1 |
| Apr 2012 | $195.1M | $195.1M | $0 | 6 | 1 |
| Mar 2012 | $195.1M | $195.1M | $0 | 6 | 1 |
| Nov 2011 | $211.2M | $211.2M | $0 | 6 | 1 |
| Mar 2011 | $211.2M | $211.2M | $0 | 10 | -- |
| Sep 2010 | $228.5M | $228.5M | $0 | 10 | -- |
| Feb 2007 | $429.7M | $429.7M | $0 | 10 | -- |
| Feb 2006 | $266.8M | $266.8M | $0 | 10 | -- |
| Nov 2005 | $227.8M | $227.8M | $0 | 10 | -- |
DateMar 2021
Total AUM$1.1B
Discretionary$107.4M
Non-Disc.$1B
Employees4
Clients0
DateOct 2020
Total AUM$1.1B
Discretionary$211.5M
Non-Disc.$917.6M
Employees6
Clients0
DateJun 2020
Total AUM$1.1B
Discretionary$211.5M
Non-Disc.$917.6M
Employees6
Clients0
DateMar 2020
Total AUM$1.1B
Discretionary$211.5M
Non-Disc.$917.6M
Employees6
Clients0
DateNov 2019
Total AUM$987.1M
Discretionary$236.2M
Non-Disc.$751M
Employees7
Clients1
DateOct 2019
Total AUM$987.1M
Discretionary$236.2M
Non-Disc.$751M
Employees7
Clients1
DateOct 2019
Total AUM$987.1M
Discretionary$236.2M
Non-Disc.$751M
Employees7
Clients1
DateJun 2019
Total AUM$987.1M
Discretionary$236.2M
Non-Disc.$751M
Employees7
Clients1
DateMar 2019
Total AUM$987.1M
Discretionary$236.2M
Non-Disc.$751M
Employees7
Clients1
DateDec 2018
Total AUM$1.1B
Discretionary$277.6M
Non-Disc.$812.2M
Employees8
Clients18
DateDec 2018
Total AUM$1.1B
Discretionary$277.6M
Non-Disc.$812.2M
Employees8
Clients18
DateJun 2018
Total AUM$1.1B
Discretionary$277.6M
Non-Disc.$812.2M
Employees8
Clients18
DateJun 2018
Total AUM$1.1B
Discretionary$277.6M
Non-Disc.$812.2M
Employees8
Clients18
DateMar 2018
Total AUM$1.1B
Discretionary$277.6M
Non-Disc.$812.2M
Employees9
Clients18
DateMar 2017
Total AUM$1.1B
Discretionary$357M
Non-Disc.$780.4M
Employees10
Clients11
DateJul 2016
Total AUM$1.1B
Discretionary$410.1M
Non-Disc.$706.2M
Employees13
Clients11
DateMar 2016
Total AUM$1.1B
Discretionary$410.1M
Non-Disc.$706.2M
Employees13
Clients11
DateDec 2015
Total AUM$1.1B
Discretionary$414.2M
Non-Disc.$667.6M
Employees14
Clients11
DateJul 2015
Total AUM$1.1B
Discretionary$466.5M
Non-Disc.$674.2M
Employees11
Clients11
DateJun 2015
Total AUM$1.1B
Discretionary$466.5M
Non-Disc.$674.2M
Employees11
Clients11
DateApr 2015
Total AUM$1.1B
Discretionary$466.5M
Non-Disc.$674.2M
Employees11
Clients11
DateMar 2015
Total AUM$1.1B
Discretionary$466.5M
Non-Disc.$674.2M
Employees11
Clients11
DateSep 2014
Total AUM$1.1B
Discretionary$403.9M
Non-Disc.$688.1M
Employees13
Clients11
DateMar 2014
Total AUM$1B
Discretionary$289M
Non-Disc.$719.1M
Employees12
Clients11
DateJan 2014
Total AUM$972.5M
Discretionary$288.2M
Non-Disc.$684.2M
Employees12
Clients11
DateSep 2013
Total AUM$966.4M
Discretionary$365.8M
Non-Disc.$600.6M
Employees14
Clients11
DateMay 2013
Total AUM$966.4M
Discretionary$365.8M
Non-Disc.$600.6M
Employees14
Clients11
DateMar 2013
Total AUM$966.4M
Discretionary$365.8M
Non-Disc.$600.6M
Employees14
Clients11
DateJan 2013
Total AUM$897.7M
Discretionary$299.2M
Non-Disc.$598.5M
Employees14
Clients11
DateJul 2012
Total AUM$195.1M
Discretionary$195.1M
Non-Disc.$0
Employees6
Clients1
DateJul 2012
Total AUM$195.1M
Discretionary$195.1M
Non-Disc.$0
Employees6
Clients1
DateJun 2012
Total AUM$195.1M
Discretionary$195.1M
Non-Disc.$0
Employees6
Clients1
DateApr 2012
Total AUM$195.1M
Discretionary$195.1M
Non-Disc.$0
Employees6
Clients1
DateMar 2012
Total AUM$195.1M
Discretionary$195.1M
Non-Disc.$0
Employees6
Clients1
DateNov 2011
Total AUM$211.2M
Discretionary$211.2M
Non-Disc.$0
Employees6
Clients1
DateMar 2011
Total AUM$211.2M
Discretionary$211.2M
Non-Disc.$0
Employees10
Clients--
DateSep 2010
Total AUM$228.5M
Discretionary$228.5M
Non-Disc.$0
Employees10
Clients--
DateFeb 2007
Total AUM$429.7M
Discretionary$429.7M
Non-Disc.$0
Employees10
Clients--
DateFeb 2006
Total AUM$266.8M
Discretionary$266.8M
Non-Disc.$0
Employees10
Clients--
DateNov 2005
Total AUM$227.8M
Discretionary$227.8M
Non-Disc.$0
Employees10
Clients--