Meritage Group LP is a fundamentally oriented investment firm backed by evergreen, flexible capital. The firm is built on rigorous, independent thinking and a conviction-driven approach focused on high-quality businesses and long-term capital compounding potential. Meritage invests primarily through a single pool of capital across private equity, public equities, credit, and real estate. This structure enables the firm to invest with patience and discipline, independent of fundraising cycles or liquidity pressures, and to partner closely with management teams over time. Founded in 1997 within Renaissance Technologies, Meritage manages approximately $13 billion in assets (as of January 2026) and has offices in Greenwich, New York, and San Francisco.
| Website | http://www.meritagegroup.com |
| Revenue | $5.7 million |
| Employees | 67 (49 on RocketReach) |
| Founded | 1997 |
| Technologies |
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| Industry | Financial Services, Real Estate |
| Keywords | Regulatory Compliance, Investment Adviser, Sec Registered, Asset Management, Portfolio Management, Securities, Financial Advisor, Wealth Management, Alternative Investments, Private Equity, Institutional Investing, Investment Strategies, Financial Planning, Retirement Planning, Estate Planning, Risk Management, Due Diligence |
| Competitors | The Carlyle Group, The Blackstone Group, KKR, Goldman Sachs, TPG, Bridgewater Associates, Winton, Man Group, Alyeska Investment Group, Two Sigma +34 more (view full list) |
| SIC | SIC Code 653 Companies, SIC Code 6531 Companies, SIC Code 65 Companies |
| NAICS | NAICS Code 531 Companies, NAICS Code 53 Companies, NAICS Code 5312 Companies |
Looking for a particular Meritage Group LP employee's phone or email?
The Meritage Group LP annual revenue was $5.7 million in 2026.
Travis Jordan is the CFO of Meritage Group LP.
49 people are employed at Meritage Group LP.
Meritage Group LP is based in San Francisco, California.
The NAICS codes for Meritage Group LP are [531, 53, 5312].
The SIC codes for Meritage Group LP are [653, 6531, 65].