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MERITAGE GROUP LP
CRD 142622File 801-67394
APPROVED
Custody
Filing as of Jul 7, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$14.09B
Top 10% of cohort (national)
Discretionary AUM
$14.09B
Clients
12
12 accounts
Employees
55
Top 10% of cohort in CA
Identity & registration
ADV Item 1- Organization form
- Limited Partnership
- Firm type
- Registered
- SEC region
- SFRO
- Registration date
- Jan 3, 2007
- Principal office
- ONE FERRY BUILDING, SUITE 375, SAN FRANCISCO, CA, 94111
- Phone
- 415.399.5330
- Website
- HTTP://WWW.MERITAGEGROUP.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $14.09B
- Discretionary AUM
- $14.09B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 12
- Non-discretionary accounts
- 0
- Total accounts
- 12
- AUM per client
- $1.17B
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 12 | $14.09B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Selection of other advisers
- Portfolio management for pooled investment vehicles
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 52 | 55 | increased by3 |
| Apr 1, 2026 | AUM | $14,570,195,272 | $14,093,814,844 | decreased by$476,380,428 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 46 | 52 | increased by6 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 10 | 12 | increased by2 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $14,115,237,848 | $14,570,195,272 | increased by$454,957,424 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 10 | 12 | increased by2 |
| Apr 1, 2022 | Employees | 51 | 46 | decreased by5 |
| Apr 1, 2022 | AUM | $14,006,795,864 | $14,115,237,848 | increased by$108,441,984 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “MERITAGE GROUP” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“MERITAGE GROUP” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.