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Meritage Group

Meritage Group

San Francisco, Californiameritagegroup.com

Overview

Meritage Group is an investment advisor that manages investments across various asset classes, including public and private equity, credit, and real estate, both directly and through external managers.

Year Founded

1997

Portfolio Companies

4

Investments

Meritage Group investments
CompanyDateStageLead
Liaison InternationalNov 2019Buyout/LBOLead
Generation TuxSep 2015Series BCo-investor
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Key People

Nat Simons

Managing Director

Gabby Conforti

Investor

Grant S.

Investor

Praneeth Penmetsa

Investor

Shub Chhokra

Investor

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Sector & Stage Mix

Industry, funding stage, and valuation band breakdowns.

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SeedSeries ASeries BGrowth

Portfolio analytics

Caplight clients see full sector, stage and valuation breakdowns for this investor.

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Investment Activity

Yearly cadence, pace, and funding raised over time.

Premium
2021
2022
2023
2024
2025
2026

Portfolio analytics

Caplight clients see yearly investment pace and funding raised over time.

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FAQ

Where is Meritage Group based?

Meritage Group is headquartered in San Francisco, California, United States.

When was Meritage Group founded?

Meritage Group was founded in 1997.

How many portfolio companies does Meritage Group have?

Meritage Group has 4 portfolio companies in Caplight's dataset.

What are some companies in Meritage Group's portfolio?

Portfolio companies visible on Caplight include Liaison International, Generation Tux.

What was Meritage Group's most recent investment shown here?

Meritage Group's most recent investment in this portfolio sample was in Liaison International in 2019.

What sectors does Meritage Group focus on?

Meritage Group focuses on Consumer & Commerce, Enterprise Software, Consumer & Commerce, Telecommunications & Networking, Mobility, Transportation & Logistics, Real Estate & PropTech, AI, Data & Cloud Infrastructure.

What company stages does Meritage Group focus on?

Stage focus information for Meritage Group is not publicly available.

What is Meritage Group's AUM?

Meritage Group's assets under management are estimated between $12.3B and $14.6B.

Firmographic Details

HeadquartersSan Francisco, California
Year Founded1997

Institutional Data Access

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