Meketa Capital, LLC

RIASEC RegisteredEst. 2024

Total AUM

$107M

Discretionary

$107M

100% of AUM

Avg account

$107M

Accounts

1

Employees

32

Advisory reps

5

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

FINTRX

Overview

Meketa Capital, LLC is structured as a limited liability company and operates as an institutional registered investment adviser. The firm is SEC-registered (2024) and serves primarily institutional clients under a percentage-of-AUM fee model. Its stated advisory activity is portfolio management for investment companies. Meketa is not identified as an active ESG investor and reports affiliations that include other investment adviser activities, registered municipal advisor services, and pension consulting capabilities.

Assets & Accounts

Public Holdings

Investments & Alternatives

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Owners & executives

2 of 2

Elizabeth Anth
Chief Compliance OfficerCRD 2942037
Michael Bell
CEOCRD 4103989

Contacts

3 of 3

Bradley Regier
Managing PrincipalCRD 2716532
Jason Fox
Managing DirectorCRD 5827682
Timothy Zayac
Executive Vice PresidentCRD 6175294

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

ETF holdings

1 of 6

Active vs passive

$9.7M in ETFs

Passive

69%

$6.7M

Active

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%

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Primary office

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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