Acquisition · Adviser / wealth-management
Meritage Portfolio Management
Transaction overview
Reported joined
Source published:
Exact closing date not established.
CAPTRUST reported that Meritage Portfolio Management joined in December 2025 and would adopt the CAPTRUST brand. The exact closing day was not disclosed.
Selected source-supported transactions; coverage is incomplete. Announcements do not establish completion or that a deal is still pending. Sponsor activity and operating-business transactions are distinct from adviser acquisitions. Unclassified activity is excluded from adviser-only counts.
Source evidence
- CAPTRUST Grows with Addition of Meritage Portfolio Management ↗
Official firm website · Published Feb 4, 2026
CAPTRUST reported that Meritage Portfolio Management joined in December 2025 and would adopt the CAPTRUST brand. The exact closing day was not disclosed.