# Meritage Holdings II

Meritage Holdings II is a Private Equity based in Glendale, United States.

## Overview

- **Organization type:** Private Equity
- **Headquarters:** Glendale, United States
- **Region:** North America
- **Address:** Glendale, CO, United States
- **Founded:** 2024
- **Assets under management:** Undisclosed
- **Website:** meritage.vc
- **LinkedIn:** https://www.linkedin.com/company/meritage-vc

## Regulatory record

- **CRD number:** 330538
- **SEC file number:** 802-129919
- **Registration status:** Exempt Reporting Adviser (SEC) — not registered with the SEC; per IAPD as of 2026-10-22
- **Reports private funds:** Yes

## About

Meritage is an EOS Implementers firm focused on PE and VC-backed companies. They partner with select leaders to establish world-class execution by bringing operational discipline, capital fluency, and thoughtful modernization. Meritage is purpose-built for companies that raise outside capital and the investment firms that deploy it, applying EOS with a deep understanding of investor expectations, governance, and scale.

## Sectors

- Enterprise Software
- Consumer
- Financial Services
- Real Estate
- Cybersecurity
- Aerospace
- Healthcare Services
- Education

## Offices

- Denver, CO
- Vail, CO
- Winter Park, CO

## People

- Jack Tankersley — Co-Founder
- Jay Tankersley — Co-Founder
- Bart Lorang — Co-Founder
- Erika Trautman — Co-Founder
- Alex Hodgkin — Co-Founder
- Sarah Lorang — Co-Founder
- Diana Steverson — Co-Founder

## Questions

### Who runs investment decisions at Meritage Holdings II?

The firm lists seven co-founders—Jack Tankersley, Jay Tankersley, Bart Lorang, Erika Trautman, Alex Hodgkin, Sarah Lorang, and Diana Steverson—as its leadership team. Meritage does not publish a separate investment committee, and the public website describes the group as operators and investors who collectively built and funded portfolio companies.

### How does Meritage source its portfolio opportunities?

Meritage publicly positions itself as an EOS implementation partner for companies that have already raised outside capital, implying that sourcing occurs through founder and investor networks rather than cold outreach. The firm's partnership with Techstars extends that reach into early-stage venture-backed companies, while the co-founders' 40-year history in Rocky Mountain venture capital provides a regional anchor.

## Related profiles

- [Merced](https://altss.com/profile/merced)
- [Mianyang Wisen Equity Investment Fund Management](https://altss.com/profile/mianyang-wisen-equity-investment-fund-management)

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Updated: 2026-10-23T15:57:47.761Z

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