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Laura Baxter-simons

General Counsel/Compliance Officer/Senior Managing Director of General Partner at Meritage Group

Officer recordForm ADV filed 7 July 2026

Laura Baxter-simons is General Counsel/Compliance Officer/Senior Managing Director of General Partner of Meritage Group LP, a San Francisco investment adviser.

Career

Laura Baxter-simons has been General Counsel/Compliance Officer/Senior Managing Director of General Partner of Meritage Group since November 2006. Laura Baxter-simons 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 17 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 Laura Baxter-simons 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
Laura Baxter-simons
CRD
4403839
Record basis
Form ADV officer listing

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

Common questions

Where does Laura Baxter-simons work?

Laura Baxter-simons has been General Counsel/Compliance Officer/Senior Managing Director of General Partner of Meritage Group LP since November 2006, 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 4403839. 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 17 October 2026. The SEC record may have been amended since.

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