Meritage Group Employee Directory

Financial ServicesCalifornia, United States51-200 Employees

Meritage Group LP is an investment adviser registered with the U.S. Securities and Exchange Commission (the "SEC") with assets under management of $12.6B as of January 1, 2026. 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 55 personnel. The senior managing directors of Meritage Group LP and its affiliates are Nat Simons, Laura Baxter-Simons, Alex Magaro and Arif Mawji.

Find Meritage Group employees' phone numbers or email addresses

Meritage Group Global Highlights

Location
Employees

North America
69

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  • United States Of America
    69

Meritage Group's Leadership

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    H. B.
    Chief Technology Officer
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    T. J.
    Chief Financial Officer
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    M. C.
    Vice President - Real Estate
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    J. H.
    Head Of Real Estate
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    B. C.
    Head Of Accounting
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    A. M.
    Co President
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    A. S.
    Director, Head Of Portfolio Finance And Treasury
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    R. H.
    Vice President, Private Equity
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Meritage Group Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Finance
  • Community & Social Services
  • Legal
  • Accounting
  • Other

Contact profiles from Meritage Group

Name
Title
Contact Info
Location
Last Update
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    M. K. H.
    Managing Director
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    United StatesNew York
    Feb 23, 2024
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    R. G.
    Managing Director: Equity Long/Short
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    United StatesConnecticut
    Dec 03, 2025
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    S. R.
    Director Of Operations
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    United StatesNew York
    Jan 22, 2026
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    V. S.
    Managing Director
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    United StatesNew York
    May 13, 2025
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    W. J.
    Controller
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    United StatesConnecticut
    Nov 18, 2025
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    A. R.
    Managing Director, Director Of Research
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    United StatesTexas
    Feb 18, 2026
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    S. D.
    Director Of Research
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    United StatesConnecticut
    Feb 18, 2026
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    K. T.
    Managing Director
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    United StatesNew York
    May 07, 2025
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    J. R.
    Managing Director
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    United StatesMassachusetts
    May 19, 2025
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    L. S.
    Managing Director
    Phone icon
    United StatesConnecticut
    Dec 03, 2025

Frequently Asked Questions

What is Meritage Group known for?

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Meritage Group was founded in 1997 operates in the Financial Services industry. The company's main headquarters is located in San Francisco, California 94111 United States. Explore Meritage Group's company overview page for more information.

What is Meritage Group's most common email format?

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Meritage Group employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Meritage Group email formats with LeadIQ.

How many employees does Meritage Group have currently?

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Meritage Group has approximately 63 employees as of March 2026. These team members are located across 1 continents, including North America.

Who are Meritage Group's key employees and leadership?

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As of March 2026, Meritage Group's key employees include:

  • Chief Technology Officer: H. B.
  • Chief Financial Officer: T. J.
  • Vice President - Real Estate: M. C.
  • Head Of Real Estate: J. H.
  • Head Of Accounting: B. C.

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