MC

Meritage Capital

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Meritage Capital, LLC, founded in 2003 and based in Austin, TX, is a $1 billion1 boutique investment management firm specializing in differentiated hedge fund solutions for institutions, family offices and high net worth individuals. Our firm is owned by two family offices with a shared vision for performance excellence, integrity, intellectual curiosity and transparency. Committed to a complete alignment of interests, our founders have a significant portion of their own capital invested alongside our clients in the firm's funds.

We offer a complementary suite of hedge fund solutions including commingled strategies, custom portfolios and a liquid alternative strategy.

Our dedicated team of investment professionals are concentrated on hedge fund strategies. Their extensive hedge fund experience through numerous market cycles is coupled with a thorough investment process to create attractive investment solutions for our investors. Rigorous manager selection, comprehensive portfolio construction and active management are core to our investment process.
Industry Role:
FundManager
InvestorAllocator
Investor Type:
FundOfFunds
Investment Interests:
HedgeFund
PrivateEquity
Office Locations
# Location Address
1. Austin, TX, US 515 Congress Ave #2200, Austin, TX 78701, USA
Executives and Employees
# Contact Info Location
1.
Alex Smith
Co-Founder, CEO & Board of Managers
                                                                Alex Smith is a co-founder and the Chief Executive Officer of Meritage Capital. He is also a member of the Board of Managers and a voting member of the firm’s Investment Committee. Mr. Smith’s care...
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    Austin, TX, US
2.
Amer Delic
Associate of Business Development
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    Austin, TX, US
3.
David Swann
CCO
                                                                Dave Swann is the Chief Compliance Officer of Meritage Capital. Utilizing more than 20 years of industry experience, he is responsible for the administration, direction, management and oversight of...
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    Austin, TX, US
4.
Glenn Stotts
Deputy CIO & Managing Director
                                                                Glenn is a portfolio manager based in Austin. Glenn joined Brown Advisory in May 2018 as a result of the combination between Brown Advisory and Meritage Capital. At Meritage for over a decade, he w...
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    Austin, TX, US
5.
Joe Wade
Chief Investment Officer
                                                                Joe Wade is the Chief Investment Officer of Meritage Capital. He is also a member of the Board of Managers and a voting member of the firm’s Investment Committee. Mr. Wade has drawn upon more than ...
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    Austin, TX, US
6.
Thomas Meredith
Co-Founder & Chairman of the Board
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    Austin, TX, US
ALL ALPHAMAVEN CONTENT IS FOR INFORMATIONAL PURPOSES ONLY. CONTENT POSTED BY MEMBERS DOES NOT NECESSARILY REFLECT THE OPINION OR BELIEFS OF ALPHAMAVEN AND HAS NOT ALWAYS BEEN INDEPENDENTLY VERIFIED BY ALPHAMAVEN. PAST PERFORMANCE IS NOT INDICATIVE OF FUTURE RESULTS. THIS IS NOT A SOLICITATION FOR INVESTMENT. THE MATERIAL PROVIDED HEREIN IS FOR INFORMATIONAL PURPOSES ONLY. IT DOES NOT CONSTITUTE AN OFFER TO SELL OR A SOLICITATION OF AN OFFER TO BUY ANY INTERESTS OF ANY FUND OR ANY OTHER SECURITIES. ANY SUCH OFFERINGS CAN BE MADE ONLY IN ACCORDANCE WITH THE TERMS AND CONDITIONS SET FORTH IN THE INVESTMENT'S PRIVATE PLACEMENT MEMORANDUM. PRIOR TO INVESTING, INVESTORS ARE STRONGLY URGED TO REVIEW CAREFULLY THE PRIVATE PLACEMENT MEMORANDUM (INCLUDING THE RISK FACTORS DESCRIBED THEREIN), THE LIMITED PARTNERSHIP AGREEMENT AND THE SUBSCRIPTION DOCUMENTS, TO ASK SUCH QUESTIONS OF THE INVESTMENT MANAGER AS THEY DEEM APPROPRIATE, AND TO DISCUSS ANY PROSPECTIVE INVESTMENT IN THE FUND WITH THEIR LEGAL AND TAX ADVISERS IN ORDER TO MAKE AN INDEPENDENT DETERMINATION OF THE SUITABILITY AND CONSEQUENCES OF AN INVESTMENT.