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 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
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 1Mukunda Loprinzi
SVP, Chief Compliance OfficerCRD 7777308
Contacts
3 of 10LEANDRO FESTINO
Managing PrincipalCRD 5902281
PETER WOOLLEY
Managing PrincipalCRD 4361117
MIKA MALONE
Managing PrincipalCRD 6027890
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 1Active vs passive
$246K in ETFs
0%
$0
0%
$246K
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES GLOBAL INFRASTRUCTURE ETF (IGF) | BlackRock | $246K | 4,016 | 100.00% |
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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