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MERITAGE GROUP LP

SAN FRANCISCO, CA · CRD 142622 · IAPD ↗ · 415.399.5330

$14.09BRegulatory AUM
27Advisory reps
55Employees
0Clients
n/aPlanning clients
9Private funds
3States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

40
February 2024 — MERITAGE GROUP LP added office(s): 7 -> 10 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.