Key facts
- Meritage Group is a hedge fund based in San Francisco, CA with 1 tracked portfolio company.
- Notable positions include TowerPoint Infrastructure Partners.
- The team roster lists 9 people.
- Meritage Group reports $5.4B in regulatory assets under management across 9 private funds, per its SEC Form ADV (2026-03).
About Meritage Group
Meritage Group LP is an SEC-registered investment adviser that originated in 1997 as the vehicle managing capital of Nat Simons and his family, spun out of Renaissance Technologies, and has since opened to a limited set of other families and institutional partners. It deploys evergreen, permanent-style capital directly and through outside managers across public equity, private equity, credit, real estate and infrastructure, including the December 2024 recapitalization that formed the wireless-tower platform TowerPoint Infrastructure Partners with TowerPoint Capital.
Registered with the SEC
Form ADV · 2026-03 · CRD 142622- Regulatory AUM
- $5.4B
- Private fund assets
- $20.9B
- Private funds
- 9 · 9 hedge
- Staff
- 55
- Registered office
- SAN FRANCISCO, CA
- SEC status
- Approved
Reports custody of client assets.
Source: SEC Investment Adviser Public Disclosure, Form ADV (registered as MERITAGE GROUP LP).
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Portfolio, priced
1 companies · by our current valuations| Company | Industry | Valuation | First invested | Role |
|---|---|---|---|---|
| TowerPoint Infrastructure Partners | — | — | — |
Partners, principals, and the people who answer a pitch. Pro members reveal contacts with credits.
Frequently asked
- What companies does Meritage Group invest in?
- Meritage Group has 1 recorded portfolio companies, including TowerPoint Infrastructure Partners.
- What is Meritage Group's AUM?
- Meritage Group manages approximately $13.0B in assets.