Meritage Group key facts
- Meritage Group is a hedge fund based in San Francisco, CA with 1 tracked portfolio company.
- Notable positions include TowerPoint Infrastructure Partners.
- The team roster lists 9 people.
- Meritage Group reports $5.4B in regulatory assets under management across 9 private funds, per its SEC Form ADV (2026-03).
About Meritage Group
Meritage Group LP is an SEC-registered investment adviser that originated in 1997 as the vehicle managing capital of Nat Simons and his family, spun out of Renaissance Technologies, and has since opened to a limited set of other families and institutional partners. It deploys evergreen, permanent-style capital directly and through outside managers across public equity, private equity, credit, real estate and infrastructure, including the December 2024 recapitalization that formed the wireless-tower platform TowerPoint Infrastructure Partners with TowerPoint Capital.
An investment advisor which provides long-term partners with evergreen, flexible capital, allowing it to invest with conviction and patience, independent of fundraising cycles or liquidity pressures.
Investment focus
Meritage Group invests at the buyout, growth equity, recapitalization and public markets stages, with a focus on Infrastructure, Real Estate, Credit, Public Equity and Private Equity, across the United States.
Its SEC Form ADV lists $5.4 billion in regulatory assets under management across 9 private funds (Mar 2026).
Meritage Group portfolio at a glance
1 portfolio company is on record for Meritage Group: TowerPoint Infrastructure Partners.
Meritage Group team
9 people are on record at Meritage Group: 4 principals, 2 managing partners and 3 others. Senior names include Alex Magaro (Co-President), Nathaniel Simons (Founder) and Derek Larson (Managing Director). 8 of them have a verified direct contact on file.
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Meritage Group at the SEC
Form ADV · 2026-03 · CRD 142622- Regulatory AUM
- $5.4B
- Private fund assets
- $20.9B
- Private funds
- 9 · 9 hedge
- Staff
- 55
- Registered office
- SAN FRANCISCO, CA
- SEC status
- Approved
Reports custody of client assets.
Source: SEC Investment Adviser Public Disclosure, Form ADV (registered as MERITAGE GROUP LP).
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Portfolio
1 companies · priced for members| Company | Industry | Valuation | First invested | Role |
|---|---|---|---|---|
| TowerPoint Infrastructure Partners | — | ▮ | ▮ | ▮ |
All 1 companies — valuations, dates and lead flags are a member feature Membership and data by Private Market View | ||||
Partners, principals, and the people who answer a pitch. Pro members reveal contacts with credits.
Frequently asked about Meritage Group
- What companies does Meritage Group invest in?
- Meritage Group has 1 recorded portfolio companies, including TowerPoint Infrastructure Partners.
- What is Meritage Group's AUM?
- Meritage Group manages approximately $13.0B in assets.