1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2MERITAGE GROUP LP

Map pinSAN FRANCISCO, CA
Phone415.399.5330
NotebookSEC #801-67394
Total AUM
$14.1B
Employees
55
Clients
12

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
ONE FERRY BUILDING
SUITE 375
SAN FRANCISCO
CA 94111
United States
Operating Hours
9AM-5PM
Monday - Friday
Phone
415.399.5330
Other Offices
8

ReceiptFinancials

Total AUM
$14.1B
Accounts
12
Discretionary
$14.1B
Accounts
12
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

Pooled Vehicle Clients
12
AUM
$14.1B

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
CACTTX

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

Feature requires an account