MEKETA CAPITAL, LLC

RIASEC RegisteredEst. 2024
Total AUM
$83M
Discretionary
$83M
100% of AUM
Avg account
$83M
Accounts
1
Employees
32
Advisory reps
5

Firm details

Headquarters
DENVER, Colorado
CRD number
328303
Registered since
February 6, 2024
Fee structure
Percentage of AUM
Client types
  • Investment Companies100%
Services
Portfolio Management for Investment Companies

Firm profile

FINTRX

Overview

Meketa Capital, LLC is an institutional-focused advisory firm organized as a limited liability company and SEC-registered in 2024. Its core advisory activity is portfolio management for investment companies, operating under a percentage-of-AUM fee model. The firm’s public filings show a concentrated institutional client base and an investment mix that includes both individual equities and broad-market ETFs, alongside allocations to third-party private equity funds and mutual funds. Meketa’s profile suggests a manager that combines public-market core exposure (including passive ETF positions) with selective external alternative commitments.

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

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • Elizabeth Anth

    Chief Compliance OfficerCRD 2942037

  • MICHAEL BELL

    CEOCRD 4103989

Contacts

3 of 3
  • BRADLEY REGIER

    Managing PrincipalCRD 2716532

  • JASON FOX

    Managing DirectorCRD 5827682

  • TIMOTHY ZAYAC

    Executive Vice PresidentCRD 6175294

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 6

Active vs passive

$9.7M in ETFs

Passive

69%

$6.7M

Active

0%

$3M

ETFProviderStyleCategoryValueShares% of portfolio
SPDR S&P 500 ETF TRUST (SPY)State StreetPassiveLarge Blend$3.2M5,52733.30%

Location

Primary office

DENVER, CO

DENVER

Location

DENVER, CO

Headquartered in DENVER, CO, anchoring the Denver-Aurora, CO metro in the West.

Metro area
Denver-Aurora, CO
Region
West
County
DENVER
Address
250 Fillmore St
Time zone
MT (UTC-7)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth