MEKETA CAPITAL, LLC
Firm details
- Headquarters
- DENVER, Colorado
- CRD number
- 328303
- Registered since
- February 6, 2024
- Fee structure
- Percentage of AUM
- Client types
- Investment Companies100%
- Services
- Portfolio Management for Investment Companies
Firm profile
FINTRXOverview
Meketa Capital, LLC is an institutional-focused advisory firm organized as a limited liability company and SEC-registered in 2024. Its core advisory activity is portfolio management for investment companies, operating under a percentage-of-AUM fee model. The firm’s public filings show a concentrated institutional client base and an investment mix that includes both individual equities and broad-market ETFs, alongside allocations to third-party private equity funds and mutual funds. Meketa’s profile suggests a manager that combines public-market core exposure (including passive ETF positions) with selective external alternative commitments.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
2 of 2Elizabeth Anth
Chief Compliance OfficerCRD 2942037
MICHAEL BELL
CEOCRD 4103989
Contacts
3 of 3BRADLEY REGIER
Managing PrincipalCRD 2716532
JASON FOX
Managing DirectorCRD 5827682
TIMOTHY ZAYAC
Executive Vice PresidentCRD 6175294
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 6Active vs passive
$9.7M in ETFs
69%
$6.7M
0%
$3M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $3.2M | 5,527 | 33.30% |
Location
DENVER, CO
DENVER
Location
DENVER, CO
Headquartered in DENVER, CO, anchoring the Denver-Aurora, CO metro in the West.
- Metro area
- Denver-Aurora, CO
- Region
- West
- County
- DENVER
- Address
- 250 Fillmore St
- Time zone
- MT (UTC-7)
- Office locations
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