DFX Intelligence
Mekata Investment Group
unclassified· MA
unclassified
Advisory clients on the tape
1
Schedule C, ACFR
Public-system clients
0
ACFR and seeds
ADV institutional clients
n/a
Item 5.D
ADV institutional RAUM
Not disclosed
pension, government, charity, insurance, sovereign
ADV discretionary RAUM
Not disclosed
Item 5.F
Advisory clients
1 allocator
- Unite Here! Workers and Hospitality Employers Vdb Pension Trust Investment adviser (plan)through Dec 31, 2024 Form 5500
Schedule C rows
1 row, $176,147 direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Unite Here! Workers and Hospitality Employers Vdb Pension Trust | 2024 | 27 50 | NONE | $176,147 |
What changed
- Dec 31, 2024Consultant changedinferenceUnite Here! Workers and Hospitality Employers Vdb Pension TrustMekata Investment Group appears on Unite Here! Workers and Hospitality Employers Vdb Pension Trust's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)with Mekata Investment Groupaskebsa.dol.gov