MEKETA FIDUCIARY MANAGEMENT, LLC
Firm details
- Headquarters
- CARLSBAD, California
- CRD number
- 323605
- Registered since
- December 2, 2022
- Website
- meketa.com
- Custodians
- U.S. BANK, N.A., THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION, STATE STREET BANK AND TRUST COMPANY
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Pension & Profit Sharing Plans82.39%
- Charitable Organizations15.01%
- Other2.22%
- State / Municipal Government0.31%
- HNWI0.07%
- Services
- Portfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Meketa Fiduciary Management, LLC is an institutional-focused investment adviser and capital allocator that provides portfolio management for businesses and institutions, pension consulting and manager selection. The firm operates mainly as a consultant and allocator — structuring portfolios, conducting manager due diligence and directing client capital to third‑party managers rather than running a large internal long‑only public equity program. Meketa’s advisory platform is fee‑based (combining percentage of AUM and fixed fees) and geared toward larger institutional relationships where bespoke policy design, asset‑liability work and outsourced manager selection are central services. Meketa’s investment activity centers on allocating to private fund strategies and other external managers. The firm is not positioned as an active ESG investor, and it lists pension consulting among its core services, reflecting a focus on defined benefit and other institutional mandates. As a capital allocator, Meketa emphasizes sourcing and monitoring external managers — particularly in private markets — alongside conventional pooled vehicles when appropriate for client objectives.
Assets & Accounts
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
Asset composition
- Private Funds64%
- Investment Grade Corp Bonds15%
- Public Funds/Mutual Funds14%
- Other5%
- Exchange Traded Equities1%
Owners & executives
2 of 2RAFI ZAMAN
Chief Investment OfficerCRD 4818068
Mukunda Loprinzi
SVP, Chief Compliance OfficerCRD 7777308
Contacts
3 of 4STEPHEN MCCOURT
Managing PrincipalCRD 4632294
PETER WOOLLEY
Managing PrincipalCRD 4361117
JAMES MEKETA
Chairman, Managing PrincipalCRD 4361091
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
CARLSBAD, CA
SAN DIEGO
Location
CARLSBAD, CA
Headquartered in CARLSBAD, CA, in the West of the United States.
- Region
- West
- County
- SAN DIEGO
- Address
- 5796 Armada Dr
- Time zone
- PT (UTC-8)
- Office locations
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