Meketa Investment Group Inc
Firm details
- Headquarters
- Westwood, Massachusetts
- CRD number
- 110601
- Registered since
- April 19, 1979
- Website
- meketa.com
- Custodians
- STATE STREET BANK AND TRUST COMPANY, THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Pension & Profit Sharing Plans68.49%
- State / Municipal Government22.12%
- Investment Companies4.54%
- Charitable Organizations2.79%
- Pooled Investment Vehicles2.05%
- Services
- Portfolio Management for Investment CompaniesPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Meketa Investment Group Inc is an institutional registered investment adviser that serves primarily institutional clients. The firm functions as a capital allocator and provides portfolio management for investment companies and for businesses or institutions, pension consulting-style services, and manager selection. Meketa is also registered as a municipal advisor and performs sponsor/GP duties for pooled investment vehicles. Its fee arrangements include percentage-of-AUM billing as well as hourly and fixed-fee work. Meketa does not identify as an active ESG investor on the provided profile.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 Funds80%
- Public Funds/Mutual Funds10%
- Exchange Traded Equities5%
- Other4%
- Cash & Cash Equivalents1%
Owners & executives
1 of 1
Mukunda Loprinzi
SVP, Chief Compliance OfficerCRD 7777308
Contacts
3 of 10
James Meketa
Chairman, Managing PrincipalCRD 4361091
Stephen Mccourt
Managing PrincipalCRD 4632294
Peter Woolley
Managing PrincipalCRD 4361117
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 2Active vs passive
$493K in ETFs
0%
$0
0%
$493K
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES GLOBAL INFRASTRUCTURE ETF (IGF) | BlackRock | $246K | 4,016 | 50.00% |
Location
Westwood, MA
Norfolk
Location
Westwood, MA
Headquartered in Westwood, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- Norfolk
- Address
- 80 University Ave
- Time zone
- ET (UTC-5)
- Office locations
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