Meritage Investors LLC is a hedge fund based in Greenwich, Connecticut. According to its most recent Form D, filed Feb 5, 2026, the fund has sold $8,994,123,606 of interests to 302 investors since its first sale in Jan 2001. The minimum investment it accepts from an outside investor is $25,000. It relies on the Section 3(c)(7) exclusion, so investors generally must be qualified purchasers. The offering uses Rule 506(b), which does not permit general solicitation. Related persons named in the filing include Laura Baxter-Simons; Mawji Arif; Nathaniel Simons.
Performance
No verified returns have been reported for this fund. Hedge fund returns are not part of SEC filings; managers report them to AltMountain directly.
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- Total raised
- $8,994,123,606Cumulative sales reported on Form D
- Investors
- 302
- First sale
- Jan 1, 2001
- Minimum investment
- $25,000
- Who can invest
- Qualified purchasersSection 3(c)(7): generally $5M+ in investments
- Offering exemption
- Rule 506(b)No general advertising
- Net asset value range
- Over $100,000,000Self-reported
- Key people and entities
- Laura Baxter-Simons; Mawji Arif; Nathaniel Simons
- Latest Form D
- Feb 5, 2026
From SEC filings, not verified. This page republishes the fund's Form D as filed. It is not an offer, solicitation or recommendation, and AltMountain has not reviewed the fund. “Raised” is cumulative sales, not current assets or performance. Private funds are speculative, illiquid and generally limited to accredited investors or qualified purchasers. Full disclosures · Request a correction
Questions about Meritage Investors LLC
What is the minimum investment for Meritage Investors LLC?
According to its latest Form D, filed Feb 5, 2026, the minimum investment Meritage Investors LLC accepts from an outside investor is $25,000.
Who can invest in Meritage Investors LLC?
Meritage Investors LLC is generally open only to qualified purchasers (generally individuals with at least $5 million in investments), because it relies on Section 3(c)(7). It uses Rule 506(b), which does not allow general advertising.
How much has Meritage Investors LLC raised?
Meritage Investors LLC reports $8,994,123,606 sold from 302 investors on its Form D filed Feb 5, 2026. This is cumulative sales since the offering began, not current assets or performance.
Where is Meritage Investors LLC based?
Meritage Investors LLC is based in Greenwich, Connecticut.
When did Meritage Investors LLC launch?
Meritage Investors LLC reports its first sale in Jan 2001.
Size compared with every hedge fund
Raised more than 99% of the 862 hedge funds based in Connecticut, and more than 100% of all 10,307 that report sales.