Meritage Group LP

Fee-Only (% of Portfolio)

Meritage Group LP manages investments for private investment funds, focusing on public and private equity, credit, and real estate. Investments can be long or short, made directly or indirectly through external managers. Meritage does not tailor its services to individual investors within these funds, and investors generally cannot restrict investments in specific securities.

Assets Under Management$15B
Clients12
AdvisorsN/A
Avg. per Client$1.2B
Avg. per AdvisorN/A

Fee Structure

Investment management only (planning not offered)

Meritage Group LP manages investments for private investment funds and receives a management fee. The management fee generally ranges from 1.0% to 1.5% per year of the net asset value of each investor's interest. Certain investors may be charged a different or no management fee. Investors in some funds also bear performance-based compensation/allocations.

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