Fund family · SEC Form D record
MERITAGE INVESTORS funds
MERITAGE INVESTORS has 7 vehicles on the SEC Form D record, in 3 numbered generations, filed from 2016 to 2026. The newest is Meritage Investors 4, LLC, first filed Jun 29, 2017. The adviser of record on Form ADV Schedule D is Meritage Group LP.
- Vehicles
- 7
- Numbered generations
- 3
- First filing
- 2016
- Latest filing
- Feb 5, 2026
Adviser of record (Form ADV Schedule D) Meritage Group LP (CRD 142622)
Names, dates and status as filed on SEC EDGAR. A Form D is a notice of an exempt offering; the SEC does not review or approve it. Grouped by name; see the last question below.
Fund IV
1 vehicle · first filed
| Vehicle | Sleeve | First filed | Latest filing | Filing record | SEC |
|---|---|---|---|---|---|
| Meritage Investors 4, LLCCIK 1710732 | Sold the stated amount | EDGAR |
Sold to date and investors
Unlock in the terminal (Investor)Fund III
1 vehicle · first filed
| Vehicle | Sleeve | First filed | Latest filing | Filing record | SEC |
|---|---|---|---|---|---|
| MERITAGE INVESTORS 3, LLCCIK 1693677 | Sold the stated amount | EDGAR |
Sold to date and investors
Unlock in the terminal (Investor)Fund II
1 vehicle · first filed
| Vehicle | Sleeve | First filed | Latest filing | Filing record | SEC |
|---|---|---|---|---|---|
| MERITAGE INVESTORS 2, LLCCIK 1680203 | Sold the stated amount | EDGAR |
Sold to date and investors
Unlock in the terminal (Investor)Unnumbered
4 vehicles · first filed · latest filing
| Vehicle | Sleeve | First filed | Latest filing | Filing record | SEC |
|---|---|---|---|---|---|
| MERITAGE INVESTORS LLCCIK 1138916 | Filed within 13 months | EDGAR | |||
| MERITAGE INVESTORS, LLCCIK 1679601 | No amendment after 13 months | EDGAR | |||
| Meritage Investors 2017, LLCCIK 1696184 | First sale yet to occur | EDGAR | |||
| Meritage Investors 2018, LLCCIK 1753749 | No amendment after 13 months | EDGAR |
Sold to date and investors
Unlock in the terminal (Investor)Questions about the MERITAGE INVESTORS funds
- How many MERITAGE INVESTORS funds are there?
- The SEC Form D record shows 7 vehicles in 3 numbered generations, the earliest filed Mar 7, 2016 and the latest filing on Feb 5, 2026. By generation: Fund IV (Meritage Investors 4, LLC, first filed Jun 29, 2017); Fund III (MERITAGE INVESTORS 3, LLC, first filed Jan 23, 2017); Fund II (MERITAGE INVESTORS 2, LLC, first filed Jul 22, 2016).
- What is the latest MERITAGE INVESTORS fund?
- Meritage Investors 4, LLC, which first filed a Form D on Jun 29, 2017. Its own page carries the filed terms, the people named on the form and every filing on EDGAR.
- Who is the adviser to the MERITAGE INVESTORS funds?
- Meritage Group LP (RIA, CRD 142622), joined from Form ADV Schedule D, where an adviser lists each private fund it advises and the fund's Form D file number.
- How much have the MERITAGE INVESTORS funds raised?
- Each vehicle reports an amount sold and an investor count on its latest Form D or amendment, and those figures are on each vehicle's entity page. The totals by generation are in the AltStreet Terminal (Investor), where master and parallel sleeves that report one family-wide figure are counted once.
- How does AltStreet group these funds into a family?
- By name: the base name minus the fund number, sleeve letters, jurisdiction and legal form, read from each issuer's Form D (lib/edgar/fundFamilies.ts). 'Fund IV' is generation 4; a vehicle whose name carries no number is listed as unnumbered. It is a name-based grouping, not a statement of common control; the filings on each entity page show the related persons as filed.