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Chairman/senior Managing Director of General Partner · Meritage Group LP

Nathaniel H. Simons

CRD 2839036 · Named on Form ADV at 2 SEC-registered advisers

At a glance

Meritage Group LP, an SEC-registered private fund adviser based in SAN Francisco, CA with $14.1 billion in regulatory assets, lists Nathaniel H. Simons on its Form ADV as Chairman/senior Managing Director of General Partner, a control person. The SEC filings also name Nathaniel at 1 other registered adviser.

Firms and roles

  • Meritage Group LPChairman/senior Managing Director of General PartnerPrivate fund adviser · SAN Francisco, CA · $14B in regulatory assets
  • Renaissance Technologies LLCDirectorPrivate fund adviser · New York, NY · $96B in regulatory assets

AtlasMembers

Nathaniel’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at each firm
2 firmsLocked
Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings (16)

  • Laura J. Baxter-SimonsGeneral Counsel/compliance Officer/senior Managing Director of General Partner, Meritage Group LP
  • Alex R. MagaroCo-President/senior Managing Director of General Partner, Meritage Group LP
  • Arif A. MawjiCo-President/senior Managing Director of General Partner, Meritage Group LP
  • Travis K. JordanChief Financial Officer of General Partner, Meritage Group LP
  • Kevin M. TagamiManaging Director/chief Legal Officer of General Partner, Meritage Group LP

11 more people named with Nathaniel on the same filings, with titles and firms. Free in Atlas with a free account.

See all 16 free

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Nathaniel’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.