Meketa Fiduciary Management, LLC

RIASEC RegisteredEst. 2022

Total AUM

$20.1B

Discretionary

$19.7B

98% of AUM

Avg account

$411M

Accounts

Employees

Advisory reps

Firm details

Headquarters: Carlsbad, California
CRD number: 323605
Registered since: December 2, 2022
Website: meketa.com
Custodians: U.S. BANK, N.A., THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION, STATE STREET BANK AND TRUST COMPANY
Fee structure: Percentage of AUM, Fixed Fees
Client types: Pension & Profit Sharing Plans82.39%
Charitable Organizations15.01%
Other2.22%
State / Municipal Government0.31%
HNWI0.07%
Services: Portfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Meketa Fiduciary Management, LLC is an institutional registered investment adviser that primarily serves pension and other institutional clients. Organized as an LLC and SEC-registered in 2022, the firm acts as a capital allocator and offers portfolio management for businesses or institutions, pension consulting, and selection-of-adviser services. Its fee arrangements include both a percentage-of-assets and fixed-fee structures. Meketa is identified as a pension consultant and a multi-service adviser to institutional clients; it does not list itself as an active ESG investor.