MEKETA INVESTMENT GROUP INC
Adviser information for MEKETA INVESTMENT GROUP INC last updated from Form ADV on March 26th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Corporation |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Massachusetts, United States |
Employees
| Total Number of Employees | 231 |
|---|---|
| Investment Advisory/Research | 109 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 0 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 24 | $8.6B |
| Non-Discretionary | 4 | $1.2B |
| Total | 28 | $9.7B |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 1 | $171.0M |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 185 | $7.7B |
| Charitable organizations | 30 | $447.0M |
| State or municipal gov entities | 118 | $1.4B |
| Other investment advisers | <5 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 10 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 300 |
| No. of Non-U.S. Clients | 1 |
Services
| Advisory Services | Portfolio management for investment companiesPortfolio management for businesses or institutional clientsPension consulting servicesSelection of other advisers (including private fund managers) |
|---|---|
| Compensation | % of AUMHourly chargesFixed fees |
| Other Business Activities | Registered municipal advisor |
Principal Office
80 UNIVERSITY AVEWESTWOOD
MA
United States
Monday - Friday, 8:30 AM - 5:30 PM
Tel: 781-471-3500, Fax: 781-471-3411
Chief Compliance Officer
MUKUNDA LOPRINZI
VICE PRESIDENT
2175 NW RALEIGH STREET
SUITE 300A
PORTLAND
OR
United States
Tel:
503-226-1050
M********@*********M
(Full email address available in API data)
Industry Affiliates
| MEKETA CAPITAL, LLC | Other investment adviser, including financial planners |
| MEKETA FIDUCIARY MANAGEMENT, LLC | Other investment adviser, including financial plannersPension consultant |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| MEKETA, JAMES, EDWARD | Individual | – | CHAIRMAN OF THE BOARD OF DIRECTORS | 08/2015 | 10-25% |
| MCCOURT, STEPHEN, PATRICK | Individual | – | CO-CHIEF EXECUTIVE OFFICER, DIRECTOR | 01/2015 | 10-25% |
| WOOLLEY, PETER, SCOTT | Individual | – | CO-CHIEF EXECUTIVE OFFICER, DIRECTOR | 01/2015 | 10-25% |
| HAGGERTY, JOHN, ANDREW | Individual | – | MANAGING PRINCIPAL, DIRECTOR | 08/2015 | 5-10% |
| FESTINO, LEANDRO, ANIBAL | Individual | – | MANAGING PRINCIPAL, DIRECTOR | 01/2010 | < 5% |
| MALONE, MIKA, LYNNE | Individual | – | MANAGING PRINCIPAL, DIRECTOR | 01/2012 | < 5% |
| ZAYAC, TIMOTHY, GEORGE | Individual | – | CHIEF LEGAL OFFICER | 08/2015 | < 5% |
| CHAMBERS, JUDITH, FAE | Individual | – | MANAGING PRINCIPAL, DIRECTOR | 03/2019 | < 5% |
| FIELDS, CHRISTIANA, LEIGH | Individual | – | MANAGING PRINCIPAL, DIRECTOR | 03/2019 | < 5% |
| EMKIN, ALLAN, ROBERT | Individual | – | MANAGING PRINCIPAL | 03/2019 | 5-10% |
| Loprinzi, Mukunda, Boyer | Individual | – | CHIEF COMPLIANCE OFFICER, VICE PRESIDENT | 06/2023 | < 5% |