Meritage Group LP
Financial ServicesView the employees at
Meritage Group LP-
Jennifer MacDougall Executive Assistant/Research Coordinator at Meritage Group
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Greenwich, Connecticut, United States
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Rising Star
David Siniscalchi Analyst at Meritage Group-
New York, New York, United States
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Rising Star
Josh Roach Managing Director at Meritage Group-
Greenwich
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Rising Star
Nicholas Mullen Legal Counsel/Compliance Officer at Meritage Group-
San Francisco
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Rising Star
Rose Rodstrom Research Coordinator and Office Manager at Meritage Group LP-
Greenwich, Connecticut, United States
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Rising Star
Overview
Meritage Group LP is an investment adviser registered with the U.S. Securities and Exchange Commission (the "SEC") with assets under management of $11.5B as of November 1, 2023. Meritage Group LP's Form ADV may be accessed on the SEC's website. The Meritage® investment strategy started in 1997, and Meritage Group LP currently manage investments, both directly and through external managers, in public and private equity, credit and real estate. Meritage Group LP has offices in San Francisco, Greenwich, and New York City and currently has approximately 50 personnel. The senior managing directors of Meritage Group LP and its affiliates are Nat Simons, Laura Baxter-Simons, Alex Magaro and Arif Mawji.
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