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Meritage Portfolio Management

ClosedOperating status — whether the company still runs independently. “Closed” usually means it was acquired, merged, or shut down.🔥 LowHeat score — how much recent activity & attention the company has (web traffic, news, hiring).
Overland Park, Kansas, United States Founded 1991 1-10 employees

Meritage Portfolio Management is an institutionally based investment management firm.

Meritage Portfolio Management on Acquirezy — acquisitions, funding rounds, investments, investors, key people & contacts.

Meritage Portfolio Management was acquired by CAPTRUST in 2025.
Last Funding
Acquisitions
0
Investments
1
1 exits
Monthly Visits
Contacts
18
Patents
0
1 trademarks

About Meritage Portfolio Management

Funding & Financials

Total funding
Funding rounds
Last funding
Last funding type
Last funding date
Funding status
Total equity funding
Revenue range

IPO & Stock

IPO status
Private

Web Traffic

Monthly visits
Global traffic rank
6-mo avg visits
Visit duration (s)
Pages / visit
Bounce rate
Rank change (mo)

Technology & IP

Active technologies
14
Active products
17
Patents granted
0
Trademarks
1
IT spend
$202.51K

Investor Activity

Investments
1
Lead investments
1
Portfolio orgs
1
Exits
1
Exits via IPO
1

Company Info

Founded
1991
Employees
1-10
Operating status
Closed
Org types
company, investor
Founders
1
News articles
5
HQ
Overland Park, Kansas, United States
Region
Midwestern US
Exit date
Dec 1, 2025

Signals & Scores

Heat score
Low
Trend (7d)
-0.1
Trend (30d)
-0.5
Trend (90d)
-1

Meritage Portfolio Management Investments

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Meritage Portfolio Management Key People

Founding Principal, CIO, and President
18
professional contacts at Meritage Portfolio Management
Contact execs at Meritage Portfolio Management

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FAQs about Meritage Portfolio Management

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Meritage Portfolio Management — 1 Investments & Portfolio