Meketa Investment Group Inc

RIASEC RegisteredEst. 1979

Total AUM

$10B

Discretionary

$8.9B

89% of AUM

Avg account

$370M

Accounts

Employees

248

Advisory reps

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 privately held, institutional registered investment adviser that has been SEC-registered since 1979. The firm operates as a capital allocator for institutional clients and is organized as a corporation with individual ownership. It provides advisory services that include portfolio management for investment companies and for businesses or institutions, pension consulting services, and the selection of other advisers. Meketa also serves as a registered municipal advisor. The firm charges a mix of fee structures — percentage of assets under management, hourly fees, and fixed fees — reflecting work with long-term institutional mandates and consulting engagements. Meketa does not identify as an active ESG investor and is not designated as a multi-state adviser.