MERITAGE PORTFOLIO MANAGEMENT, INC.
SEC file number 801-39348
· OVERLAND PARK, KS
https://meritageportfolio.com ↗
(name-match guess, not verified)
This record was imported using its SEC file number. A CRD has not been verified in our database. Search SEC IAPD by firm name and confirm the entity before relying on this profile.
Regulatory AUM
$2.37B
Discretionary AUM
$2.25B
Employees
18
Clients
1
Firm
- Address
- 7500 COLLEGE BLVD
OVERLAND PARK, KS 66210 - Phone
- —
- Website
- https://meritageportfolio.com
(name-match guess, not verified) - Disciplinary
- Unknown — verify on SEC IAPD
Sources
- Search SEC IAPD to verify this firm ↗
- Last refreshed Apr 29, 2026
Possible Form D name matches (not verified)
- Multi-Manager Portfolio, LLC Medium name-match confidence · CIK 1464988 · FL
- Pomerium Capital Management, LLC Medium name-match confidence · CIK 2109458 · CA
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Pomerium Capital Management, LLC · D · Feb 24, 2026
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Pomerium Capital Management, LLC · D · Feb 5, 2026
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Multi-Manager Portfolio, LLC · D · Jan 7, 2026
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Multi-Manager Portfolio, LLC · D · Jan 7, 2025