Meritage Group

  • Financial Services
  • San Francisco CA
  • 57 employees
  • Financial Services
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Company Overview

Headquarters
San Francisco CA
Website
meritagegroup.com
Employees
57
Founded in
1997
Industry
Financial Services
NAICS Code
NAICS Code 5312 Companies
NAICS Code 531 Companies
NAICS Code 53 Companies
SIC Code
SIC Code 6531 Companies
SIC Code 65 Companies
SIC Code 653 Companies
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Financials & Stats

Revenue

$6B

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Who is Meritage Group

Meritage Group LP is an investment advisory firm headquartered in San Francisco, California. The firm has approximately 50 personnel. Meritage Group LP is registered with the U.S. Securities and Exchange Commission (SEC) and manages assets under management of $12.0 billion. Meritage Group LP employs a multi-strategy approach to investing, managing investments in public and private equity, credit, and real estate. They manage investments both directly and through external managers. The Meritage investment strategy originated in 1997 and has since grown to encompass a wide range of asset classes. Meritage Group LP's Form ADV, which provides detailed information about the firm's services and investment strategies, is accessible on the SEC's website. Meritage Group LP maintains offices in San Francisco, Greenwich, and New York City. For further information or to access their Form ADV, interested parties can visit their website at meritagegroup.com.

Company Leadership

Marshall Levine

Direct Investments

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Steven Drucker

Director of Research

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Andrew Rosenfeld

Managing Director, Director of Research

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Meritage Group Tech Stack

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FAQ

What is the location of Meritage Group's headquarters?
The headquarters of Meritage Group are situated at San Francisco CA
What is Meritage Group's official website?
The official website of Meritage Group can be found at meritagegroup.com.
What is Meritage Group's current revenue?
As of March 2018, Meritage Group's annual revenue reached $6B.
How many employees does Meritage Group currently have?
Meritage Group employs approximately 57+ people as of March 2018
Which industries is Meritage Group primarily operating in?
Meritage Group operates in the following industries: Finance, Credit
Who is the Direct Investments of Meritage Group?
Meritage Group's Direct Investments is Marshall Levine
When was Meritage Group founded?
Meritage Group was founded in 1997.

Employee Directory

Key Employees

Alex Magaro

Co-President

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Victor Dowling

Trader

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Matt Costa

Vice President - Real Estate

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Nicholas Mullen

Legal Counsel/Compliance Officer

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Ashish Yadav

Data and BI Developer

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Riley Heiman

Private Equity

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