MEKETA FIDUCIARY MANAGEMENT, LLC

RIASEC RegisteredEst. 2022
Total AUM
$20.1B
Discretionary
$19.7B
98% of AUM
Avg account
$411M
Accounts
49
Employees
1
Advisory reps
6

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

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Private Funds 64%, Investment Grade Corp Bonds 15%, Public Funds/Mutual Funds 14%, Other 5%, Exchange Traded Equities 1%, Cash & Cash Equivalents 1%64%
  • Private Funds64%
  • Investment Grade Corp Bonds15%
  • Public Funds/Mutual Funds14%
  • Other5%
  • Exchange Traded Equities1%

Owners & executives

2 of 2
  • RAFI ZAMAN

    Chief Investment OfficerCRD 4818068

  • Mukunda Loprinzi

    SVP, Chief Compliance OfficerCRD 7777308

Contacts

3 of 4
  • STEPHEN MCCOURT

    Managing PrincipalCRD 4632294

  • PETER WOOLLEY

    Managing PrincipalCRD 4361117

  • JAMES MEKETA

    Chairman, Managing PrincipalCRD 4361091

Unlock 1 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth