Meritage Capital is an alternative investment manager based in Austin, Texas. Established in 2003, Meritage has approximately $1 billion in assets under management and advisement, four primary investment strategies and a deep talent pool of investment professionals. Meritage Capital invests on behalf of institutions, endowments, high net worth individuals and family offices. Meritage owners and employees have approximately $95 million invested in the firm's funds.

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Qualifying Questionnaire

Please take a moment to complete this qualifying questionnaire. Once you have done so, you will be notified within 24 hours, either by email or phone, of your eligibility to enter this site.

Industry Category

You are registering on behalf of:
YourselfYour employerBoth

Which best describes your primary role or interest in the hedge fund industry?
High net worth individual investorFund of hedge funds managerTax exempt organizationQualified institutional investorFamily offices investorFoundations/endowments investorPrivate bank investorAdvisorSingle hedge fund managerService provider

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Investor Questions

What kind of investor are you?
High net worth individualCorporate taxable planFamily officeFoundationEndowmentFund of hedge fund managerPrivate bankTax exempt entityPension fundTaft Hartley planOther

Have you recently allocated to a hedge fund or fund of funds on behalf of yourself or your employer?
Yes, more than once, one to two years agoYes, only once in the past 12 monthsYes, only once, one to two years agoYes, but within the past two yearsNo, I have never allocated to a hedge fund

Which best describes your total allocation, in US dollars, to hedge fund investments, either for yourself or your employer?
Less than $1 million$2M to $2.5M$2.5M to $5M$5M to $10M$10M to $25M$25M to $50M$50M to $100M$100M to $250M$250M to $500M$500M to $B$1B to $5BMore than $5B

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Accredited Investor

Are you an individual with either a net worth, individually or jointly with a spouse, in excess of $1,000,000?
Yes   No

Do you earn, individually, more than $200,000 income annually, and have you done so for two years or more and have every expectation that you will continue to do so?
Yes   No

Do you earn, individually, more than $300,000 income annually, and have you done so for two years or more and have every expectation that you will continue to do so?
Yes   No

Are you an entity with a net worth in excess of $5,000,000?
Yes   No

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Qualified Client

Are you a natural person who is able to invest $1 million?
Yes   No

Are you a natural person who has a net worth of at least $1,500,000?
Yes   No

Are you a private investment company, an investment company registered under the Investment Company Act of 1940, or a business development company as defined in Section 202(a)(22) of the Investment Advisors Act of 1940, and is each equity owner of the investor a Qualified Client?
Yes   No

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Qualified Purchaser

Do you own, either individually or jointly with your spouse, more than $5 million in investments?
Yes   No

Do you represent a company that owns more than $25 million in investments and that is owned directly or indirectly by or for two or more natural persons who are related as siblings or spouse (including former spouses), or direct lineal descendants by birth or adoption, spouses of such persons, the estate of such persons, or foundations, charitable organizations, or trusts established by or for the benefit of such persons?
Yes   No

Do you represent a trust that was not formed for the specific purpose of acquiring securities offered through Centennialfunds.com, as to which the trustee or other person authorized to make decisions with respect to the trust, and each settlor or other person who has contributed assets to the trust, is a qualified purchaser as described in one or more of the above clauses?
Yes   No

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Qualified Eligible Person

Do you own securities and other investments with an aggregate market value of at least $2 million?
Yes   No

Do you have on deposit for your own account with a futures commission merchant, at any time during the preceding six months, $200,000 or more in exchange-specified initial margin and option premiums for futures and other commodity interest positions?
Yes   No

Do you have a portfolio comprised of a proportionate combination of securities and other investments of $1,000,000; and margin and option premiums of $100,000?
Yes   No

Do you own securities and either (i) have a net worth or joint net worth with spouse exceeding $1 million, or (ii) have you had individual gross income of $200,000 or more in the past two calendar years (or joint gross income with spouse of $300,000)?
Yes   No

Are you an entity with total assets exceeding $5 million that was not formed for the purpose of investing in the Fund?
Yes   No

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Qualifying Questionnaire

Please take a moment to complete this qualifying questionnaire. Once you have done so, you will be notified within 24 hours, either by email or phone, of your eligibility to enter this site.

Contact Information
First Name:
Last Name:
Email:
Company:
Title:
Address 1:
Address 2:
City:
State/Province:
Postal Code:
Country:
Daytime Phone:
Mobile Phone:
Fax Number:
Verify Age:	I am at least 21 years of age.

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Terms of Use

By checking this box, you agree not to share or redistribute by any method the content from this website, and that any content downloaded and/or printed from this website is for your own personal and non-commercial use only.

I agree.

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