MERITAGE HOLDINGS II, LLC

Overview

Meritage Holdings II, LLC is a small, SEC-registered limited liability company formed in 2024 that operates primarily as a seller and advisor of private fund products rather than as a traditional retail wealth manager. Its registered business activity is “Other Financial Product Salesperson,” and it is organized as a domestic entity with an individual owner type. The firm is not structured as a multi-state adviser, does not position itself as a pension consultant or capital allocator, and does not market itself as an active ESG investor. The firm’s activity centers on sponsoring and advising private funds—chiefly venture capital vehicles—rather than maintaining an advisory client base of individual retail accounts.

Assets & Accounts

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Location & Offices