Meritage Group LP
San Francisco, CA·SEC-registered · CRD #142622
Meritage Group LP is an SEC-registered investment advisory firm in San Francisco, CA managing $14B across 12 client accounts, with 27 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$14B
Client accounts
12
Advisory staff
27
Fee model
Fee-only
How Meritage Group LP is paid
Compensation arrangements disclosed on Form ADV. A fee-only firm earns fees only from clients — no product commissions.
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Common questions about Meritage Group LP
How much does Meritage Group LP manage?
Per its most recent SEC Form ADV filing (03/26/2026), Meritage Group LP reports $14B in regulatory assets under management across roughly 12 client accounts.
How does Meritage Group LP charge?
Meritage Group LP is a fee-only firm. Its disclosed compensation arrangements are: % of assets. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Meritage Group LP a fiduciary?
Yes. Meritage Group LP is registered with the U.S. Securities and Exchange Commission (CRD #142622), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Meritage Group LP taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Meritage Group LP and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
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Profile compiled from Meritage Group LP's public SEC Form ADV filing (CRD #142622, filed 03/26/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Meritage Group LP. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Meritage Group LP? Claim this profile.