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MEKETA INVESTMENT GROUP

Business and Investment Profile

The MEKETA INVESTMENT GROUP is a privately held investment adviser that advises $29.79Bn in regulatory assets under management held in 1 SEC fund types across 3 investment strategies. MEKETA INVESTMENT GROUP is a SMA An SMA manager is a manager whose >=75% of total assets under management are in separately managed accounts, which are discretionary client-specific accounts rather than pooled vehicles. Manager. Assets increased by 36.75% over the last 5-years.

Regulatory Profile

The Group has been registered with the SEC for 47.32 years and is comprised of 3 filing and 0 relying advisers. They operate out of 7 office locations with their Headquarters at 5796 ARMADA DRIVE SUITE 110, CARLSBAD, CALIFORNIA. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.

Employee Profile

They have 281 employees comprised of 133 investment and 148 non-investment staff. The total number of Employees increased by 31.92% over the last 5-years.

Asset Profile

Their $29.79Bn in assets advised are owned by 1 private fund, 2 public funds and BDCs and 358 other accounts. Assets of Pension and Profit Sharing Plans-Private clients own $23.44Bn or 78.68% of Total Assets and Charitable Organizations own $3.3Bn or 11.08% of Total Assets.

Investment Strategy Profile

The Group's top investment strategies include Traditional LBO, Long/Short Equity and Multi Strat, representing 50.79%, 26.8% and 22.41% of total assets, respectively.

Client Profile

They advise 6 types of clients, top clients are Pension and Profit Sharing Plans-Private and Charitable Organizations.

Service Provider Profile

The Group uses 2 Fund Administrators, 2 Fund Auditors, 0 Prime Brokers, 1 Custodians and 1 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.

Fee Profile

The Group discloses advisory fees, fixed fees and management fees.

Sub-Advisers

MEKETA INVESTMENT GROUP names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.

Full profile: MEKETA INVESTMENT GROUP

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Keywords: Meketa Investment Group, Meketa Capital, Meketa Fiduciary Management, Fiduciary, Meketa
Generated 2026-09-12T06:47:53.7048142.  © 2026 Convergence.