Meritage Group LP
Meritage Group LP (CRD# 142622) is a financial advisory firm headquartered in San Francisco, CA. They manage $13,845,899,768 in 12 accounts and serve the financial needs of clients across 3 states (or territories).
Current Firm Details
By the Numbers
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Total Assets Under Management13,846MILLION
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Total Number of Accounts12ACCOUNTS
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Average Account Value$1,153,824,981
Compensation Options
- A percentage of assets under your management
- Performance-based fees
Advisory Services Offered
- Portfolio management for pooled investment vehicles (other than investment companies)
- Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, CT, TX
Financial Advisors at Meritage Group LP
No Advisor Found.
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