Form D · Hedge Fund
MERITAGE INVESTORS LLC
Greenwich, CT · CIK 0001138916
Offering snapshot reported Feb 5, 2026 · SEC filing
- Reported sold
- $8.99B Indefinite offering
- Investors reported
- Not reported Form D · investor count
- Minimum accepted
- Not reported Reported outside-investor minimum
- First sale
- Not reported As reported in this filing
What changed?
Latest filing versus its linked predecessor, where available.
No comparable changes in the displayed metrics.
Filing history
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| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Feb 5, 2026 | Amendment | $8,994,123,606 | No comparison | Not reported | SEC filing |
| Feb 5, 2025 | Amendment | $8,963,278,714 | $411,248,547vs Feb 1, 2024 | 301 | SEC filing |
| Feb 1, 2024 | Amendment | $8,552,030,167 | $54,070,069vs Feb 1, 2023 | 300 | SEC filing |
| Feb 1, 2023 | Amendment | $8,497,960,098 | $224,918,312vs Feb 1, 2022 | 297 | SEC filing |
| Feb 1, 2022 | Amendment | $8,273,041,786 | $254,158,572vs Feb 1, 2021 | 293 | SEC filing |
| Feb 1, 2021 | Amendment | $8,018,883,214 | $202,423,869vs Jan 31, 2020 | 291 | SEC filing |
| Jan 31, 2020 | Amendment | $7,816,459,345 | $29,795,875vs Jan 31, 2019 | 276 | SEC filing |
| Jan 31, 2019 | Amendment | $7,786,663,470 | $241,811,357vs Jan 31, 2018 | 273 | SEC filing |
| Jan 31, 2018 | Amendment | $7,544,852,113 | $169,631,853vs Mar 7, 2017 | 272 | SEC filing |
| Mar 7, 2017 | Amendment | $7,375,220,260 | $18,526,177vs Mar 7, 2016 | 272 | SEC filing |
| Mar 7, 2016 | Amendment | $7,356,694,083 | $563,795,035vs Mar 9, 2015 | 263 | SEC filing |
| Mar 9, 2015 | Amendment | $6,792,899,048 | $207,664,720vs Mar 7, 2014 | 255 | SEC filing |
| Mar 7, 2014 | Amendment | $6,585,234,328 | $258,522,252vs Mar 7, 2013 | 250 | SEC filing |
| Mar 7, 2013 | Amendment | $6,326,712,076 | $229,514,437vs Mar 8, 2012 | 243 | SEC filing |
| Mar 8, 2012 | Amendment | $6,097,197,639 | $94,590,000vs Mar 15, 2011 | 230 | SEC filing |
| Mar 15, 2011 | Amendment | $6,002,607,639 | $236,716,374vs Mar 15, 2010 | 224 | SEC filing |
| Mar 15, 2010 | Amendment | $5,765,891,265 | No comparison | 208 | SEC filing |
Offering details
- Securities
- Not reported
- Exemptions
- Not reported
- Duration over one year
- Not reported
- Business combination
- Not reported
- Sales commissions
- Not reported
- Finders' fees
- Not reported
- Form D file number
- 021-118695
Source: Form D, filed Feb 5, 2026. Minimum accepted may differ from a standard advertised minimum.
Fund connections
The linked fund shows its most recently reported ADV details.
Matched by reported Form D file number
MERITAGE INVESTORS LLC
Investment adviser: MERITAGE GROUP LP
- Gross asset value
- $3.35B
- Beneficial owners
- 93
- ADV minimum commitment
- $25K
Reported in Form ADV on Jul 7, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.
Service providers
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
BDO USA, P.C.
PCAOB 243
THE BANK OF NEW YORK MELLON
LEI HPFHU0OQ28E4N0NFVK49
WELLS FARGO BANK, N.A.
LEI KB1H1DSPRFMYMCUFXT09
Filing source
Form ADV 2118009 · Jul 7, 2026 · Schedule D 7.B.(1), fund 805-2115397485
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
People & organizations
Current and past Form D appearances. These existing records do not establish a person's current role or uniquely identify them across issuers.
| Name | Reported role |
|---|---|
| Mawji Arif | Executive |
| Laura Baxter Simons | Director, Executive |
| Travis Jordan | Executive |
| Alex Magaro | Executive |
| Marin Llc | Executive |
| Meritage Group Lp | Executive, Promoter |
| Mark Mindich | Executive |
| Nathaniel Simons | Executive |
| David Zierk | Executive |
Issuer details
Industry: Pooled Investment Fund (See others in industry)
Address:Greenwich, CT, 06830