Meritage Group
Meritage Group is a multi-family office headquartered in San Francisco. Founded in 1997, the firm grew out of the trading profits generated by Renaissance Technologies co-founder James Simons and now manages approximately $13 billion on behalf of the Simons...
Meritage Group
Meritage Group is a multi-family office headquartered in San Francisco. Founded in 1997, the firm grew out of the trading profits generated by Renaissance Technologies co-founder James Simons and now manages approximately $13 billion on behalf of the Simons family and a select group of like-minded families. Its 55-person team allocates across public and private equity, credit and real estate through direct investments and external managers.
General information
Firm type
Multi Family Office
Year founded
1997
AUM
—
Location
Region
North America
Country
—
City
San Francisco
Corporate office
—
Frequently asked questions
What is Meritage Group?
Meritage Group is a multi family office headquartered in San Francisco.
When was Meritage Group founded?
Meritage Group was founded in 1997.
Where is Meritage Group headquartered?
Meritage Group is headquartered in San Francisco, in the North America region.
What does Altss track for Meritage Group?
Altss maintains an OSINT-verified profile of Meritage Group covering investment focus (ESG policy, ticket size, target IRR, currency preference, regional focuses, industry focuses, technological focuses), team (service providers and advisors), deals (company deals and fund commitments), assets (real estate, public market positions, private companies, art and cultural holdings, philanthropy and foundations), and network (club memberships, associations, and event participation). Detailed values are available to Altss subscribers.
What is Meritage Group's website?
Meritage Group's public website is www.meritagegroup.com. Verified contact details for principals and decision-makers are available to Altss subscribers.
What type of firm is Meritage Group?
Meritage Group is classified by Altss as a Multi Family Office within the North America region.
How does Altss source intelligence on Meritage Group?
Altss combines OSINT (open-source intelligence) with regulatory filings, public disclosures, and licensed data partners. Source provenance is tracked to support compliance-ready research workflows.
How fresh is the Altss profile for Meritage Group?
Meritage Group's profile is part of Altss's continuous-refresh dataset, with a full update cycle at least every 30 days and priority changes applied as new information is verified.
Company types
Confirmed
Pipeline
Indicated
Negative
Industry focuses
Confirmed
Pipeline
Indicated
Negative
Regional focuses
Confirmed
Pipeline
Indicated
Negative
Technological focuses
Confirmed
Pipeline
Indicated
Negative
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Get accessInvestment stages
Confirmed
Pipeline
Indicated
Negative
Emerging interests
Hard exclusions
ESG policy
Direct deal program
Emerging manager LP program
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Get accessManager maturity preference
Confirmed
Indicated
Ticket size (USD M, min/max)
Preferred fund size (USD M, min/max)
Investment horizon (years, min/max)
Target IRR (%)
Max leverage
Liquidity terms
Currency preference
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Get accessPhilanthropy-only themes
Political donations
Service Providers & Advisors
| Category | Firm | Years Active | Primary Contact |
|---|---|---|---|
Company Deals
| Date | Company | Type | Sector | Geography | Role | Amount | Deal Lead | Co-investors | Insight |
|---|---|---|---|---|---|---|---|---|---|
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Get accessFund Commitments
| Date | Fund | Strategy | Geography | Role | Fund size | Vintage |
|---|---|---|---|---|---|---|
Club Memberships and Associations & Advisors
| Organization | Role | Since | Notes |
|---|---|---|---|
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Get accessEvent & Conference Participation
| Event | Role | Date | Location |
|---|---|---|---|
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Continuous refresh with full update cycles at least every 30 days.
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