MERITAGE GROUP LP
CRD #142622 SEC #801-67394 SAN FRANCISCO, CA 415.399.5330
SEC Registered Private Funds
Total AUM
$14.6B
Discretionary
$14.6B
Employees
52
Clients
--
Accounts
12
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $14.6B | $14.6B | $0 | 52 | 0 |
| May 2024 | $13.8B | $13.8B | $0 | 49 | 0 |
| Mar 2024 | $13.8B | $13.8B | $0 | 49 | 0 |
| Jan 2024 | $13B | $13B | $0 | 49 | 0 |
| Jul 2023 | $13B | $13B | $0 | 49 | 0 |
| Jul 2023 | $13B | $13B | $0 | 49 | 0 |
| Mar 2023 | $13B | $13B | $0 | 49 | 0 |
| Mar 2022 | $14.1B | $14.1B | $0 | 46 | 0 |
| Mar 2021 | $14B | $14B | $0 | 51 | 0 |
| Mar 2020 | $12.4B | $12.4B | $0 | 48 | 0 |
| Feb 2020 | $10.6B | $10.6B | $0 | 47 | 0 |
| Mar 2019 | $10.6B | $10.6B | $0 | 47 | 0 |
| Apr 2018 | $11.5B | $11.5B | $0 | 48 | 11 |
| Mar 2018 | $11.5B | $11.5B | $0 | 48 | 11 |
| Mar 2017 | $12.3B | $12.3B | $0 | 45 | 11 |
| Mar 2016 | $12.3B | $12.3B | $0 | 45 | 11 |
| Jun 2015 | $12.3B | $12.3B | $0 | 42 | 11 |
| Mar 2015 | $12.3B | $12.3B | $0 | 42 | 11 |
| Mar 2014 | $11.6B | $11.6B | $0 | 41 | 11 |
| Sep 2013 | $10.5B | $10.5B | $0 | 36 | 11 |
| Jul 2013 | $10.5B | $10.5B | $0 | 36 | 11 |
| Mar 2013 | $10.5B | $10.5B | $0 | 36 | 11 |
| Feb 2013 | $8.5B | $8.5B | $0 | 35 | 1 |
| Nov 2012 | $8.5B | $8.5B | $0 | 35 | 1 |
| Aug 2012 | $8.5B | $8.5B | $0 | 11 | 1 |
| Mar 2012 | $8.5B | $8.5B | $0 | 11 | 1 |
| Apr 2011 | $7.7B | $7.7B | $0 | -- | -- |
| Jan 2011 | $7.4B | $7.4B | $0 | -- | -- |
| Apr 2010 | $7.4B | $7.4B | $0 | -- | -- |
| Jan 2010 | $7.4B | $7.4B | $0 | -- | -- |
| Jan 2010 | $7.4B | $7.4B | $0 | -- | -- |
| Jan 2008 | $4.5B | $4.5B | $0 | -- | -- |
| Apr 2007 | $2.6B | $2.6B | $0 | -- | -- |
DateMar 2025
Total AUM$14.6B
Discretionary$14.6B
Non-Disc.$0
Employees52
Clients0
DateMay 2024
Total AUM$13.8B
Discretionary$13.8B
Non-Disc.$0
Employees49
Clients0
DateMar 2024
Total AUM$13.8B
Discretionary$13.8B
Non-Disc.$0
Employees49
Clients0
DateJan 2024
Total AUM$13B
Discretionary$13B
Non-Disc.$0
Employees49
Clients0
DateJul 2023
Total AUM$13B
Discretionary$13B
Non-Disc.$0
Employees49
Clients0
DateJul 2023
Total AUM$13B
Discretionary$13B
Non-Disc.$0
Employees49
Clients0
DateMar 2023
Total AUM$13B
Discretionary$13B
Non-Disc.$0
Employees49
Clients0
DateMar 2022
Total AUM$14.1B
Discretionary$14.1B
Non-Disc.$0
Employees46
Clients0
DateMar 2021
Total AUM$14B
Discretionary$14B
Non-Disc.$0
Employees51
Clients0
DateMar 2020
Total AUM$12.4B
Discretionary$12.4B
Non-Disc.$0
Employees48
Clients0
DateFeb 2020
Total AUM$10.6B
Discretionary$10.6B
Non-Disc.$0
Employees47
Clients0
DateMar 2019
Total AUM$10.6B
Discretionary$10.6B
Non-Disc.$0
Employees47
Clients0
DateApr 2018
Total AUM$11.5B
Discretionary$11.5B
Non-Disc.$0
Employees48
Clients11
DateMar 2018
Total AUM$11.5B
Discretionary$11.5B
Non-Disc.$0
Employees48
Clients11
DateMar 2017
Total AUM$12.3B
Discretionary$12.3B
Non-Disc.$0
Employees45
Clients11
DateMar 2016
Total AUM$12.3B
Discretionary$12.3B
Non-Disc.$0
Employees45
Clients11
DateJun 2015
Total AUM$12.3B
Discretionary$12.3B
Non-Disc.$0
Employees42
Clients11
DateMar 2015
Total AUM$12.3B
Discretionary$12.3B
Non-Disc.$0
Employees42
Clients11
DateMar 2014
Total AUM$11.6B
Discretionary$11.6B
Non-Disc.$0
Employees41
Clients11
DateSep 2013
Total AUM$10.5B
Discretionary$10.5B
Non-Disc.$0
Employees36
Clients11
DateJul 2013
Total AUM$10.5B
Discretionary$10.5B
Non-Disc.$0
Employees36
Clients11
DateMar 2013
Total AUM$10.5B
Discretionary$10.5B
Non-Disc.$0
Employees36
Clients11
DateFeb 2013
Total AUM$8.5B
Discretionary$8.5B
Non-Disc.$0
Employees35
Clients1
DateNov 2012
Total AUM$8.5B
Discretionary$8.5B
Non-Disc.$0
Employees35
Clients1
DateAug 2012
Total AUM$8.5B
Discretionary$8.5B
Non-Disc.$0
Employees11
Clients1
DateMar 2012
Total AUM$8.5B
Discretionary$8.5B
Non-Disc.$0
Employees11
Clients1
DateApr 2011
Total AUM$7.7B
Discretionary$7.7B
Non-Disc.$0
Employees--
Clients--
DateJan 2011
Total AUM$7.4B
Discretionary$7.4B
Non-Disc.$0
Employees--
Clients--
DateApr 2010
Total AUM$7.4B
Discretionary$7.4B
Non-Disc.$0
Employees--
Clients--
DateJan 2010
Total AUM$7.4B
Discretionary$7.4B
Non-Disc.$0
Employees--
Clients--
DateJan 2010
Total AUM$7.4B
Discretionary$7.4B
Non-Disc.$0
Employees--
Clients--
DateJan 2008
Total AUM$4.5B
Discretionary$4.5B
Non-Disc.$0
Employees--
Clients--
DateApr 2007
Total AUM$2.6B
Discretionary$2.6B
Non-Disc.$0
Employees--
Clients--