MEKETA INVESTMENT GROUP INC

RIASEC RegisteredEst. 1979
Total AUM
$10B
Discretionary
$8.9B
89% of AUM
Avg account
$370M
Accounts
27
Employees
248
Advisory reps
11

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

FINTRX

Overview

Meketa Investment Group Inc is a corporate investment adviser that primarily serves institutional clients. The firm operates as a capital allocator and places clear emphasis on privately negotiated and externally managed strategies; filings show a strong tilt toward private funds as the dominant vehicle. Advisory activity focuses on portfolio management for investment companies and institutional investors, selection of other advisers and pension consulting services, and the firm also acts as a registered municipal advisor. Fee arrangements include percentage-of-AUM, hourly, and fixed-fee structures, reflecting a mix of discretionary management and consulting mandates. Public equity and ETF positions represent only a small portion of Meketa Investment Group Inc’s reported assets, indicating that its investment program centers on alternative strategies and third‑party manager selection rather than direct, large-scale public-market stock picking. The firm is not identified as an active ESG investor in disclosures.

Assets & Accounts

Public Holdings

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

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Client base

Client personas

Asset composition

Asset composition: Private Funds 80%, Public Funds/Mutual Funds 10%, Exchange Traded Equities 5%, Other 4%, Cash & Cash Equivalents 1%80%
  • 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
  • LEANDRO FESTINO

    Managing PrincipalCRD 5902281

  • PETER WOOLLEY

    Managing PrincipalCRD 4361117

  • MIKA MALONE

    Managing PrincipalCRD 6027890

Unlock 7 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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ETF holdings

1 of 1

Active vs passive

$246K in ETFs

Passive

0%

$0

Active

0%

$246K

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES GLOBAL INFRASTRUCTURE ETF (IGF)BlackRock$246K4,016100.00%

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth