Meritage Group LP

-

Assets, Funds, Holdings

Home | Sign Up | Log In
New Features
Latest Fund Raises
Related People
Fund Service Providers
Startup & Company Raises
List of Funds
Boston Firms
Boston Hedge Funds
Cornell Alumni Firms
CalPERS Portfolio
NYSCRF Portfolio
User Guide
Regulatory AUM vs AUM
LP Portfolios
Related Firms
Build a Portfolio
Comprehensive Search
Keyboard
Meritage Group LP
CRD #142622
SEC #801-67394
CIK #0001581058, 0001427119
AUM 14.09 B (2026-03-26)
Employees 55 (49% Investors, 2% Brokers)
Fees
Minimum
Phone415-399-5330
AddressOne Ferry Building
San Francisco, CA 94111
Source [IAPD] [EDGAR] [Website] [LinkedIn]
Total AUM ($B)
151296302006201320202027
Fees and Compensation — Form ADV Part 2A (3/26/2026) [Brochure]
Item 5: Fees and Compensation

Fee Schedule

Meritage (or an affiliate) generally receives (i) an annual asset-based management fee, which is payable
monthly or quarterly, as the case may be, in advance and is charged to an Investor’s capital account and (ii)
from some of its Clients, performance-based compensation/allocations, as described in more detail in Item
6 below.

Clients pay Meritage a management fee monthly or quarterly, as the case may be, in advance. The
management fee for the Private Investment Funds generally ranges from 1.0%-1.5% per annum of the net
asset value of each Investor’s interest or net asset value attributable to such Investor’s invested capital, as
applicable, but certain Investors may be charged a different or no management fee. Management fees are
calculated as of the first day or business day of each calendar month or calendar quarter, as the case may
be. Fees for each Private Investment Fund are set forth in the offering documents for each such fund, which
are available to Investors. Certain Investors, including but not limited to supervised persons of Meritage
(collectively, “Supervised Persons”), may be eligible for fee structures that differ from, and are more
beneficial than, the standard fee structure, depending on, among other factors, the relationship between
Meritage and the Investor. Management fees are generally not refunded to Investors if withdrawals are
made prior to the end of a calendar month.

In the event Meritage and/or its affiliates receive certain fees from portfolio investments in connection with
the purchase, monitoring or disposition of investments or in connection with unconsummated transactions
that relate to certain Private Investment Funds’ share of actual or prospective investments, as determined
by Meritage in its sole discretion, such fees may be applied to reduce the management fee payable with
respect to such Private Investment Funds.

As described in Item 6 below, Investors in some of the Private Investment Funds also bear performance-
based compensation/allocations.

Other Fees and Expenses

The Private Investment Funds bear, both directly or indirectly (i) all costs and expenses associated with the
offering of interests in such funds, including, without limitation, expenses attributable to negotiating side
letter agreements with investors and compliance with anti-money laundering laws and know-your-customer
requirements in connection with the offer and sale of such interests; (ii) all transaction costs and investment-
related expenses incurred in connection with such funds’ investment and trading activities, including any
investments that are not ultimately consummated (including with respect to unconsummated transactions
intended to involve co-investors and expenses that might have been assumed by such co-investors had such
transactions been consummated), including but not limited to brokerage and other execution costs, clearing,
settlement, bank loan servicing and custodial expenses, order management system expenses, research
expenses, due diligence expenses, research related travel and associated expenses (including the cost of
business/first class travel), as well as the costs and fees of investment bankers, legal counsel, finders, any
independent accountants or other experts or consultants (including, but not limited to, persons with
particular experience or expertise and former, existing or prospective executives of operating and/or
portfolio companies, other industry executives and industry experts or other professionals) engaged by
Meritage in connection with investment-related research and/or specific transactions, including fees and
expenses of expert networks, and expenses including, but not limited to, legal expenses related to
investment-related compliance and regulatory issues incurred by Meritage or its affiliates (subject to any
limitations, restrictions or conditions imposed by applicable law or regulation); (iii) for Private Investment
Funds that are feeders in a master-feeder structure, their proportionate share of the fees, expenses and costs

Form ADV: Part 2A                                                                                       Page 6

associated with the operation of the master fund; (iv) subject to any limitations, restrictions or conditions
imposed by applicable law or regulation, all expenses incurred in connection with national, state, provincial
or local (U.S. or non-U.S.) government registrations and regulatory filings and reports of such Private
Investment Funds (including, but not limited to, Form PF, Form D and blue sky filings); (v) costs and
expenses related to investments in investment pools managed by External Managers (“Investment Pools”)
and managed accounts, which may include subscription or redemption charges, the Private Investment
Fund’s proportionate share of the expenses of the External Managers and management and performance
charges payable to External Managers, which will typically include a management fee as a fixed percentage
of the assets allocated to each External Manager and a performance-based fee or allocation as a percentage
of the net increase in the net asset value of such assets; (vi) expenses, including but not limited to legal
expenses incurred by the Private Investment Funds or Meritage or any of their respective affiliates in
connection with any regulatory inquiry, investigation, or audit or any judicial or administrative proceeding,
including but not limited to discovery requests, or arbitration, mediation or similar proceedings arising out
of an investment or class of investments held or proposed to be held by the Private Investment Funds (in
each case, subject to any limitations, restrictions or conditions imposed by applicable law or regulation);
(vii) any fees, expenses and costs payable to External Managers arising out of investments by the Private
...
Account Minimums and Types of Clients — Form ADV Part 2A (3/26/2026) [Brochure]
Item 7: Types of Clients

Meritage provides advice to Private Investment Funds and not individually to the Investors in the Private
Investment Funds. The Private Investment Funds are exempt from registration under the Investment
Company Act.

There is no minimum account size for a Private Investment Fund. With respect to the Investors in the Private
Investment Funds, there are minimum initial investment amounts that range from U.S. $25,000 to U.S.
$10,000,000. Meritage may make exceptions to such minimums, as determined in its discretion.

Form ADV: Part 2A                                                                                     Page 11
Sector Form 13F Holdings Value ($B)
Microsoft Corp 0.5
Amazon Com Inc 0.4
Transunion Holding Company Inc 0.3
Capital One Financial Corp 0.2
Aon Corp 0.2
MSCI Inc 0.2
McGraw-Hill Companies Inc 0.2
Workday Inc 0.2
Procore Technologies Inc 0.2
Costar Group Inc 0.1
View All
Holdings by Sector ($B)
7.56.04.53.01.50.02011201620212027
Type Form D Funds Date Sold AUM
HF Meritage Credit Opportunities Fund I LP [2024-03-28] 150.1 M 169.5 M
Filed 2025-02-05 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $1,000,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose
HF Meritage Co-Investors LLC Series 3 2013-02-25 1,667.7 M
HF Mendocino Long-Focused Master LP [2012-11-27] 385.9 M 587.8 M
Filed 2026-02-05 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $10,000,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose
HF Meritage Co-Investors II LLC 2012-03-28 40.9 M
HF Meritage Co-Investors LLC Series 1 2012-03-28 1,028.8 M
HF Meritage Co-Investors LLC Series 2 2012-03-28 426.5 M
HF Meritage Fund LLC 2012-03-28 6,989.8 M
HF Meritage Holdings Ltd [2012-03-28] 3,403.2 M 4,630.2 M
Filed 2026-02-05 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $100,000 · Remaining Indefinite · Duration More than one year · Net Assets Over $100,000,000
HF Meritage International LP [2012-03-28] 281.4 M 2,003.6 M
Filed 2026-02-05 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $500,000 · Remaining Indefinite · Duration More than one year · Net Assets Over $100,000,000
HF Meritage Investors LLC [2012-03-28] 8,994.1 M 3,349.4 M
Filed 2026-02-05 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $25,000 · Remaining Indefinite · Duration More than one year · Net Assets Over $100,000,000
View All
AUM Breakdown Accounts AUM ($B)
By Client Type
(a) Individuals (other than high net worth individuals) 0 0.0
(b) Individuals (high net worth individuals) 0 0.0
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 12 14.1
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 12 14.1
By Discretionary
Discretionary 12 14.1
Non-Discretionary 0 0.0
Total 12 14.1
By Non-United States Persons
Non-United States Persons 5.4
United States Persons 8.7
Total 12 14.1
Form D Directors Role # Filings # Firms 2011 - 2026
Roderick Forrest Director 34 12
Nathaniel Simons Executive Officer 21 4
Alex Magaro Executive Officer 9 3
Laura Baxter-Simons Executive Officer 8 3
David Zierk Executive Officer 6 3
Mark Mindich Executive Officer 5 3
Travis Jordan Executive Officer 20 2
Meritage Group LP Executive Officer 7 2
Mawji Arif Executive Officer 7 2
Meritage Credit Fund I GP LLC Executive Officer 2 2
View All
EDGAR Form CIK 2011 - 2026
13F-HR [0001427119]
SC 13D [0001427119]
SC 13G [0001427119]
D [0001581058]
Form 13D/13G Filer Form 13D/13G Subject Filed
Meritage Group LP Coupa Software Inc [2022-12-01]
Meritage Group LP Coupa Software Inc [2022-07-15]
Meritage Group LP Perimeter Solutions Sa [2021-11-19]
Meritage Group LP Dunkin' Brands Group Inc [2016-06-01]
Meritage Group LP Axalta Coating Systems Ltd [2015-10-09]
Meritage Group LP Fifth Street Asset Management Inc [2015-07-08]
Meritage Group LP Discovery Communications Inc [2014-11-13]
Meritage Group LP Sally Beauty Holdings Inc [2014-09-26]
Meritage Group LP Sally Beauty Holdings Inc [2013-11-18]
Firm Profile (Form ADV)
Discretionary AUM$5.6B
ServesInstitutional
Fund TypesHedge Fund
LEIV0IMNGJWDFPXWDS0KC61
Comparable Firms State AUM
Wolverine Asset Management LLC
IL 14.83 B
Pharo Management Inc
NY 14.62 B
PAAMCO Prisma LLC
CA 14.45 B
Abrams Capital Management LP
MA 13.74 B
Aristeia Capital LLC
CT 13.73 B
Antipodes Partners Limited
13.53 B
Trexquant Investment LP
CT 13.48 B
Haidar Capital Management LLC
NY 13.40 B
Capital Fund Management Sa
13.38 B
Whale Rock Capital Management LLC
MA 12.97 B
Terms | Privacy | Providers | Companies | Guide
tony@aum13f.com