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Chief Financial Officer of General Partner · Meritage Group LP

Travis K. Jordan

CRD 4821350 · Named on Form ADV at one SEC-registered adviser

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 Travis K. Jordan on its Form ADV as Chief Financial Officer of General Partner, a control person.

Firms and roles

  • Meritage Group LPChief Financial Officer of General PartnerPrivate fund adviser · SAN Francisco, CA · $14B in regulatory assets

AtlasMembers

Travis’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 the firm
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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 (6)

  • Nathaniel H. SimonsChairman/senior Managing Director of General Partner, Meritage Group LP
  • 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
  • Kevin M. TagamiManaging Director/chief Legal Officer of General Partner, Meritage Group LP

1 more person named with Travis on the same filings, with titles and firms. Free in Atlas with a free account.

See all 6 free

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