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Meritage is an investment firm that manages equity and balanced portfolios for institutions and private clients... Read more
OverviewCompetitorsFundingNews & Insights
Meritage is an investment firm that manages equity and balanced portfolios for institutions and private clients... Read more
Meritage Portfolio Management President: Mark E. Eveans

President

Mark E. Eveans

CEO Approval Rating

72/100

1991

PrivateAcquired by CapFinancial Partners, LLC

Banking, Financial Services and Insurance
Investment Banking and Securities
64116199 NAICS listing

Est. Annual Revenue
$5.0-25M
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Est. Employees
100-250
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Funding
$350K

News

Acquisition
Feb 09, 2026
Pulse2.0
Meritage Portfolio Management Was acquired by CapFinancial Partners, LLC for undisclosed amounted

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1KCM
2MPMG
3Sitrin Capital
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