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MG

Family Office · $13.0bn AUM

Meritage Group

San Francisco, United Stateswww.meritagegroup.com/
5
Contacts
1
Mandates
✦ AI-enriched · 1 field · 100% confVerified profileData completeness 85%Updated 2026-05-19Sources: 101_consolidated_master, fo_strategy_csv_2026, SRC-FO-BATCH-2026-05

Mandate & appetite

Preferred strategies
Value Add
Target geographies
Us & Canada
Typical ticket
$2m–$10m
AUM
$13.0bn
Real-asset allocation
RE 100%
Appetite

Investor profile

Meritage Group is a San Francisco-based family office founded in 1997, specializing in public and private equity, credit, and real estate investments. The firm manages over $13 billion in assets, focusing on diverse sectors, including technology and healthcare, alongside its real estate ventures.

Unlock mandates & allocation signals

See Meritage Group's active mandates and live allocation signals — plus named decision-makers, unlimited AI capital-matching and CSV export.

  • Active mandates (strategy, asset class, geography, ticket, target IRR)
  • Live allocation signals with sources
  • Named CIOs & IC members + email & LinkedIn

From $599/mo · 20% off annual

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