Meritage Portfolio Management
Overview
Meritage Portfolio Management is an investment management firm based in Overland Park, Kansas. The firm specializes in providing asset management and wealth management services for individuals, families, foundations, corporations, and qualified retirement plans. As of January 1, 2025, Meritage Group LP, the parent company, managed assets totaling $13.0 billion. The firm's investment strategy, initiated in 1997, encompasses both direct and external management of investments in public and private equity, credit, and real estate. Meritage Group LP operates offices in San Francisco, Greenwich, and New York City, employing approximately 55 personnel. The senior managing directors include Nat Simons, Laura Baxter-Simons, Alex Magaro, and Arif Mawji. Meritage Portfolio Management offers five distinct, proprietary equity strategies managed by a seven-person investment team comprised of Chartered Financial Analysts. Clients value working directly with portfolio managers making investment strategy decisions, the firm's transparent fee structure, and the accessibility of the client service team. The firm manages $2.4 billion in assets for local, regional, and national clients from its base in Overland Park, Kansas. Meritage Portfolio Management has been operational for more than 30 years, emphasizing clarity and confidence in guiding clients toward long-term goals. The firm's investment process listens intently to understand clients' risk appetite and objectives, incorporating rigorous portfolio optimization expertise to focus on clients' aspirations. Meritage respects existing advisory relationships, collaborating across specialties to ensure connectivity and flawless execution of financial plans over time.
Investment Focus
- Accredited investors only
- Long-term investment horizon
Portfolio Companies
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Frequently asked questions about Meritage Portfolio Management
What sectors does Meritage Portfolio Management invest in?
Meritage Portfolio Management invests in Financial Services, Technology, Healthcare, Energy, Consumer Goods and Real Estate, and is based in Overland Park, Kansas, United States. Meritage Portfolio Management is listed as a private investment firm in the ConnectSafely investor database.
What stage does Meritage Portfolio Management invest at?
Meritage Portfolio Management backs companies at Growth, Late Stage and Buyout, writing cheques of 1M - 50M.
Which regions does Meritage Portfolio Management invest in?
Meritage Portfolio Management invests across United States.
Who are the partners at Meritage Portfolio Management?
Team members listed for Meritage Portfolio Management include Mark Eveans (President and Chief Investment Officer) and Deborah Eveans (Vice President of Finance and Chief Compliance Officer).
What companies has Meritage Portfolio Management invested in?
Meritage Portfolio Management's portfolio includes Facebook, Illumina, Crocs and Mercer International.
How do I contact Meritage Portfolio Management?
Meritage Portfolio Management's contact details — including phone and LinkedIn — are listed in the ConnectSafely investor database, along with its website and the LinkedIn profiles of its partners.
Last updated · Source: ConnectSafely investor database
