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advised by MERITAGE GROUP LP
Delaware, United States
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Filed | GAV | Owners | Minimum | Adviser owns | Audited | Name as filed |
|---|---|---|---|---|---|---|
| May 20, 2024 | $2.5B | 102 | $25,000 | 3100.0% | yes | MERITAGE INVESTORS LLC |
| Mar 28, 2024 | $2.5B | 102 | $25,000 | 3100.0% | yes | MERITAGE INVESTORS LLC |
| Jan 9, 2024 | $2.3B | 102 | $25,000 | 2900.0% | yes | MERITAGE INVESTORS LLC |
| Jul 6, 2023 | $2.3B | 102 | $25,000 | 2900.0% | yes | MERITAGE INVESTORS LLC |
| Jul 5, 2023 | $2.3B | 102 | $25,000 | 2900.0% | yes | MERITAGE INVESTORS LLC |
| Mar 29, 2023 | $2.3B | 102 | $25,000 | 2900.0% | yes | MERITAGE INVESTORS LLC |
| Mar 30, 2022 | $2.7B | 108 | $25,000 | 2800.0% | yes | MERITAGE INVESTORS LLC |
| Mar 30, 2021 | $3.0B | 109 | $25,000 | 1900.0% | yes | MERITAGE INVESTORS LLC |
| Mar 30, 2020 | $3.0B | 98 | $25,000 | 2000.0% | yes | MERITAGE INVESTORS LLC |
| Feb 11, 2020 | $3.2B | 99 | $25,000 | 1600.0% | yes | MERITAGE INVESTORS LLC |
| Feb 11, 2020 | $3.2B | 99 | $25,000 | 1600.0% | yes | MERITAGE INVESTORS LLC |
| Mar 28, 2019 | $3.2B | 99 | $25,000 | 1600.0% | yes | MERITAGE INVESTORS LLC |
| Apr 2, 2018 | $3.3B | 102 | $25,000 | 1400.0% | yes | MERITAGE INVESTORS LLC |
| Apr 2, 2018 | $3.3B | 102 | $25,000 | 1400.0% | yes | MERITAGE INVESTORS LLC |
| Mar 29, 2018 | $3.3B | 102 | $25,000 | 1400.0% | yes | MERITAGE INVESTORS LLC |
| Mar 28, 2017 | $3.7B | 125 | $25,000 | 1000.0% | yes | MERITAGE INVESTORS LLC |
| Mar 29, 2016 | $4.5B | 141 | $25,000 | 900.0% | yes | MERITAGE INVESTORS LLC |
| Jun 12, 2015 | $4.1B | 137 | $25,000 | 700.0% | yes | MERITAGE INVESTORS LLC |
| Mar 30, 2015 | $4.1B | 137 | $25,000 | 700.0% | yes | MERITAGE INVESTORS LLC |
| Mar 28, 2014 | $3.8B | 147 | $25,000 | 1300.0% | yes | MERITAGE INVESTORS LLC |
| Sep 12, 2013 | $3.7B | 134 | $25,000 | 500.0% | yes | MERITAGE INVESTORS LLC |
| Jul 1, 2013 | $3.7B | 134 | $25,000 | 500.0% | yes | MERITAGE INVESTORS LLC |
| Mar 28, 2013 | $3.7B | 134 | $25,000 | 500.0% | yes | MERITAGE INVESTORS LLC |
| Mar 28, 2013 | $3.7B | 134 | $25,000 | 500.0% | yes | MERITAGE INVESTORS LLC |
| Feb 25, 2013 | $3.1B | 157 | $25,000 | 400.0% | yes | MERITAGE INVESTORS LLC |
| Nov 27, 2012 | $3.1B | 157 | $25,000 | 400.0% | yes | MERITAGE INVESTORS LLC |
| Aug 16, 2012 | $3.1B | 157 | $25,000 | 400.0% | yes | MERITAGE INVESTORS LLC |
| Mar 28, 2012 | $3.1B | 157 | $25,000 | 400.0% | yes | MERITAGE INVESTORS LLC |
| Custodian | Legal name | City | State | Country | Related person | SEC number |
|---|---|---|---|---|---|---|
| WELLS FARGO BANK, N.A. | WELLS FARGO BANK, N.A. | SAN FRANCISCO | California | United States | no | n/a |