MERITAGE FUNDS

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Meritage Funds is a Growth Equity Firm. We invest in entrepreneurs who are building technology enabled service and other recurring revenue businesses.

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MERITAGE FUNDS

Social Links:

Industry:
Finance Financial Services Venture Capital

Founded:
1998-01-01

Status:
Active

Contact:
303-352-2040

Email Addresses:
[email protected]

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Current Employees Featured

jim-dovey_image

Jim Dovey
Jim Dovey Operating Partner @ Meritage Funds
Operating Partner

tom-simonson_image

Tom Simonson
Tom Simonson Vice President @ Meritage Funds
Vice President

john-garrett_image

John Garrett
John Garrett Managing Director/General Counsel @ Meritage Funds
Managing Director/General Counsel
1999-01-01

jack-tankersley_image

Jack Tankersley
Jack Tankersley Founder and Managing Director @ Meritage Funds
Founder and Managing Director
1998-01-01

jim-allen_image

Jim Allen
Jim Allen Operating Partner @ Meritage Funds
Operating Partner

david-solomon_image

David Solomon
David Solomon Founder & Managing Director @ Meritage Funds
Founder & Managing Director

laura-beller_image

Laura Beller
Laura Beller Managing Director @ Meritage Funds
Managing Director
1999-01-01

amy-alcott_image

Amy Alcott
Amy Alcott Controller @ Meritage Funds
Controller

not_available_image

Todd Smart
Todd Smart Investment Committee Member @ Meritage Funds
Investment Committee Member
2018-09-01

doug-holladay_image

Doug Holladay
Doug Holladay Operating Partner @ Meritage Funds
Operating Partner
2004-01-01

Founder


david-solomon_image

David Solomon

jack-tankersley_image

Jack Tankersley

Investments List

Date Company Article Money raised
2019-04-03 Faction Meritage Funds investment in Series B - Faction 14 M USD
2019-02-06 SmartSky Networks Meritage Funds investment in Private Equity Round - SmartSky Networks 43.06 M USD
2018-03-15 Faction Meritage Funds investment in Series B - Faction 18 M USD
2018-01-25 Faction Meritage Funds investment in Series B - Faction 5 M USD
2016-10-26 CaliberMind Meritage Funds investment in Seed Round - CaliberMind 1.1 M USD
2016-01-21 IP Commerce Meritage Funds investment in Series A - IP Commerce N/A
2015-12-16 Datavail Meritage Funds investment in Series E - Datavail 47 M USD
2015-12-15 Faction Meritage Funds investment in Series A - Faction 6 M USD
2015-10-23 SmartSky Networks Meritage Funds investment in Private Equity Round - SmartSky Networks N/A
2013-08-14 SMB Suite Meritage Funds investment in Venture Round - SMB Suite 3 M USD

More informations about "Meritage Funds"

Meritage Portfolios | National Bank Investments

Launched in 2006, these Portfolios offer an objectively managed portfolio solution featuring mutual funds and exchange-traded funds (ETFs). The Meritage family provides 24 solutions designed to cater to any investor profile. The success of โ€ฆSee details»

Meritage Funds - Crunchbase Investor Profile & Investments

Meritage Funds is a Colorado-based growth equity firm that invests in technology-enabled service businesses.See details»

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Oct 31, 2024ย ยท NBI Funds, including the Meritage Portfolios (hereinafter referred as the โ€œNBI Fundsโ€ or the โ€œFundsโ€) are managed by National Bank Investments Inc., an indirect wholly โ€ฆSee details»

Agile. Diligent. Proactive. - Banque Nationale

Launched in 2006, Meritage Portfoliosยฎ offer an objectively managed solution featuring mutual funds and exchange-traded funds (ETFs). As at December 31, 2021, Meritage Portfolios had โ€ฆSee details»

Meritage - LinkedIn

WHERE WE'VE COME FROM Over 40 years ago, our founders united to oversee venture capital and private equity funds. Since then, we've raised over $1 billion across multiple funds and โ€ฆSee details»

David Solomon - Founder and Managing Director

He is a Founder and Managing Director of Meritage and currently serves on the Board of Meritage portfolio companies EdgeConnex, Digital Fortress, IP Commerce, and PeakColo. Formerly, he was the Executive Chairman of โ€ฆSee details»

Meritage Institutional - Meritage Portfolio Management

Meritage manages institutional equity and fixed income portfolios for qualified retirement plans, foundations, endowments, and corporations.See details»

Jack Tankersley - Meritage Strategy Group

Since 1981, Jack has formed and led two families of institutionally-backed funds, The Centennial Funds and Meritage Funds, both headquartered in Denver. As an EOS Implementerโ„ข he works with companies across the nation as part of โ€ฆSee details»

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Oct 31, 2024ย ยท Discover the Meritage Balanced Portfolio NBC7413, a product of National Bank Investments.See details»

Investment Strategies - Meritage Portfolio Management

Our strategies span specialized asset classes and differentiated methodologies to help you target the financial outcomes your own circumstances and objectives require โ€“ whether prioritizing โ€ฆSee details»

Meritage Portfolios Morningstar 4- and 5-star ratings

In any peer group, meaning the group of mutual funds or of segregated funds in a category, a minimum of 20 funds with returns for any of the three periods (three, five or 10 years) is โ€ฆSee details»

Nat Simons - Wikipedia

Nathaniel Simons (born 1966) is an American billionaire hedge fund manager and philanthropist. [1][2] He is the founder of Meritage Group, an investment management firm managing over โ€ฆSee details»

Meritage Funds - Contacts, Employees, Board Members

Meritage Funds is a Colorado-based growth equity firm that invests in technology-enabled service businesses.See details»

Jack Tankersley - Founder and Managing Director @ Meritage โ€ฆ

Jack Tankersley is the Founder and Managing Director of Meritage Funds. He attended Dartmouth College and Denison University.See details»

Meritage Conservative Income Portfolio - %resource.Series

What does the fund invest in? The Portfolio's investment objective is to achieve a current income and some capital appreciation over the medium-term by investing primarily in a diverse mix of โ€ฆSee details»

Meritage Portfolio Management Review | SmartAsset.com

Meritage Portfolio Management provides both discretionary and non-discretionary investment management services, employing a selection of equity, taxable fixed-income and tax-exempt โ€ฆSee details»

NBI Funds & Returns | National Bank Investments

National Bank Investments offers solutions to help you build your portfolio and manage your wealth. See how we invest in the power of people.See details»

Meritage Group - Crunchbase Company Profile & Funding

Meritage Group LP is a privately owned hedge fund sponsor. The firm primarily provides its services to pooled investment vehicles. It invests in public equity and fixed income markets โ€ฆSee details»

Jim Allen - Operating Partner @ Meritage Funds - Crunchbase

Jim Allen holds 3 board and advisor roles including Chairman of the Board at Access Media 3, Board Member at Masergy Communications, and Board Member at MT DIGITAL MEDIA. Jim โ€ฆSee details»

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