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Kevin Tagami

Managing Director/Chief Legal Officer of General Partner at Meritage Group

Officer recordForm ADV filed 7 July 2026

Kevin Tagami is Managing Director/Chief Legal Officer of General Partner of Meritage Group LP, a San Francisco investment adviser.

Career

Kevin Tagami has been Managing Director/Chief Legal Officer of General Partner of Meritage Group since March 2024. Kevin Tagami is a control person of the firm and directly owns under 5% of it.

Meritage Group LP is a San Francisco, CA firm with $14.1B under management, 12 clients and 27 advisers across 9 offices, as of its July 2026 filing.

The IAPD individual lookup on 18 October 2026 returned no individual record. This profile uses the firm’s Form ADV officer listing.

Credentials and registrations

Individual registration and examination information for Kevin Tagami is unavailable. An officer title or CRD number does not by itself establish current investment adviser representative registration, and no registration or examination counts are inferred.

Officer record

Full name
Kevin Tagami
CRD
7893881
Record basis
Form ADV officer listing

Disciplinary history is not reported here, in either direction. Check the SEC record.

Common questions

Where does Kevin Tagami work?

Kevin Tagami has been Managing Director/Chief Legal Officer of General Partner of Meritage Group LP since March 2024, and is a control person of the firm.

Source: Form ADV, Schedule A, filed 7 July 2026

Leadership at Meritage Group

Sources

  1. IAPD individual lookup, CRD 7893881. This profile uses the Form ADV officer listing; the individual lookup did not provide a current investment-adviser record.
  2. Form ADV Part 1A, Schedules A and B of Meritage Group LP, filed 7 July 2026. Title, control and ownership bands.

Retrieved 18 October 2026. The SEC record may have been amended since.

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