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RIA / WealthRegistered adviserinstitutional managerSEC registeredRAUM 10b 100b

MEKETA FIDUCIARY MANAGEMENT, LLC

CRD 323605

CARLSBAD, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:a4f7bdfc-5392-fe7a-7461-1d472185cd7e

Data as of Mar 26, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 5:35 PM UTC and rebuilt at most every 15 minutes.

Relationships: 12
Dated events: 6
On other graphs: 1
Observed: Oct 28, 2022 to Mar 26, 2026
10 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Allocatorsidentity

Meketa Fiduciary Management, LLC

Investment consultant · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: institutional managerderivedprivate_client_share=0.0 fund_share=0.0 institutional_share=0.98 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $20BItem 5.F on the latest filing (2026-03-26); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $20B
Private client RAUM: $14.0MderivedItem 5.D individuals plus high net worth individuals
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 1
Advisory employees: 1
Offices: 5Schedule D 1.F, beyond the principal office
Accounts: 49
SEC number: 801-126961
CRD: 323605
Filings on the tape: 10
First filed: Oct 28, 2022
Latest filed: Mar 26, 2026
Organised: Limited Liability Company, DE
Website: meketa.com

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
Loprinzi, Mukunda, Boyer	CHIEF COMPLIANCE OFFICER, VICE PRESIDENT	Na	yes	06/2023	Jul 7, 2023	Mar 25, 2024
MCCOURT, STEPHEN, PATRICK	MANAGING DIRECTOR	Na	yes	01/2015	Oct 28, 2022	Mar 25, 2024
MEKETA INVESTMENT GROUP INC	Member	E	yes	10/2014	Oct 28, 2022	Mar 25, 2024
MEKETA, JAMES, EDWARD	MANAGING DIRECTOR	Na	yes	05/2015	Oct 28, 2022	Mar 25, 2024
WOOLLEY, PETER, SCOTT	MANAGING DIRECTOR	Na	yes	01/2015	Oct 28, 2022	Mar 25, 2024
ZAMAN, LLC	Member	B	yes	10/2014	Oct 28, 2022	Mar 25, 2024
ZAMAN, RAFI, UZ	CHIEF INVESTMENT OFFICER, MANAGING DIRECTOR	Na	yes	10/2014	Oct 28, 2022	Mar 25, 2024
ZAMAN, RAFI, UZ	SOLE MEMBER	E	yes	04/2015	Oct 28, 2022	Mar 25, 2024
ZAYAC, TIMOTHY, GEORGE	CHIEF LEGAL OFFICER	Na	yes	08/2015	Oct 28, 2022	Mar 25, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
MEKETA INVESTMENT GROUP INC	n/a	Institutional manager	$10.0B	Y	yes	n/a

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Also broker-dealer
Miami	FL	United States	no
Chicago	IL	United States	no
NEW YORK	NY	United States	no
Westwood	NY	United States	no
Portland	Or	United States	no
London	n/a	United Kingdom	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 26, 2026	$20B	$20B	1	1	5	n/a	n/a
2024	Mar 20, 2025	$17B	$17B	1	1	5	n/a	n/a
2023	Mar 25, 2024	$17B	$17B	1	1	6	n/a	n/a
2022	Mar 29, 2023	$16B	$16B	1	1	6	n/a	n/a

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$20B	$17B	15.5%	$16B	7.1%	1	1	5	5

Relationships

Affiliated with (3)

← MEKETA INVESTMENT GROUP INCRegistered adviserother investment adviser, LP sponsor, control, common control
factForm ADV
← MEKETA CAPITAL, LLCRegistered adviserother investment adviser, LP sponsor, common control
factForm ADV
→ MEKETA INVESTMENT GROUP INCRegistered adviserother investment adviser, LP sponsor, control, common control
factForm ADV

Controls (8)

← MEKETA INVESTMENT GROUP INCOwnerMEMBER, ownership code E, domestic entity
Oct 28, 2022 to Mar 25, 2024factForm ADV
← MEKETA, JAMES, EDWARDOwnerMANAGING DIRECTOR, ownership code NA, individual
Oct 28, 2022 to Mar 25, 2024factForm ADV
← WOOLLEY, PETER, SCOTTOwnerMANAGING DIRECTOR, ownership code NA, individual
Oct 28, 2022 to Mar 25, 2024factForm ADV
← MCCOURT, STEPHEN, PATRICKOwnerMANAGING DIRECTOR, ownership code NA, individual
Oct 28, 2022 to Mar 25, 2024factForm ADV
← ZAMAN, RAFI, UZOwnerSOLE MEMBER, ownership code E, individual
Oct 28, 2022 to Mar 25, 2024factForm ADV
← ZAYAC, TIMOTHY, GEORGEOwnerCHIEF LEGAL OFFICER, ownership code NA, individual
Oct 28, 2022 to Mar 25, 2024factForm ADV
← Loprinzi, Mukunda, BoyerOwnerCHIEF COMPLIANCE OFFICER, VICE PRESIDENT, ownership code NA, individual
Jul 7, 2023 to Mar 25, 2024factForm ADV
← ZAMAN, LLCOwnerMEMBER, ownership code B, domestic entity
Oct 28, 2022 to Mar 25, 2024factForm ADV

Dated events

Occurred
Jul 7, 2023
Control person left
David Alan Spatrick (Chief Compliance Officer) no longer on Schedule A of Meketa Fiduciary Management, Llc (listed 2023-05-23, absent 2023-07-07)
Form ADVobserved 4 days ago
Occurred
Jul 7, 2023
Control person joined
Boyer Mukunda Loprinzi (Chief Compliance Officer, Vice President) appeared on Schedule A of Meketa Fiduciary Management, Llc
Form ADVobserved 4 days ago
Occurred
May 18, 2023
Control person left
Rene Tammy Anchich-Wood (Managing Principal, Chief Marketing Officer) no longer on Schedule A of Meketa Fiduciary Management, Llc (listed 2023-04-24, absent 2023-05-18)
Form ADVobserved 4 days ago
Occurred
Dec 9, 2022
Control person left
Peter Eric Cressman (Managing Principal, Chief Compliance Officer, Director Of Finance) no longer on Schedule A of Meketa Fiduciary Management, Llc (listed 2022-10-28, absent 2022-12-09)
Form ADVobserved 4 days ago
Occurred
Dec 9, 2022
Control person joined
David Alan Spatrick (Chief Compliance Officer) appeared on Schedule A of Meketa Fiduciary Management, Llc
Form ADVobserved 4 days ago
Occurred
Oct 28, 2022
First Form ADV filing
Meketa Fiduciary Management, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:a4f7bdfc-5392-fe7a-7461-1d472185cd7e
First observed: Oct 28, 2022
Last observed: Mar 26, 2026 5 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

MEKETA FIDUCIARY MANAGEMENT, LLC

CRD 323605

CARLSBAD, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:a4f7bdfc-5392-fe7a-7461-1d472185cd7e

Data as of Mar 26, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 5:35 PM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

Loprinzi, Mukunda, Boyer

CHIEF COMPLIANCE OFFICER, VICE PRESIDENT

yes

06/2023

Jul 7, 2023

Mar 25, 2024

MCCOURT, STEPHEN, PATRICK

MANAGING DIRECTOR

yes

01/2015

Oct 28, 2022

Mar 25, 2024

MEKETA INVESTMENT GROUP INC

Member

yes

10/2014

Oct 28, 2022

Mar 25, 2024

MEKETA, JAMES, EDWARD

MANAGING DIRECTOR

yes

05/2015

Oct 28, 2022

Mar 25, 2024

WOOLLEY, PETER, SCOTT

MANAGING DIRECTOR

yes

01/2015

Oct 28, 2022

Mar 25, 2024

ZAMAN, LLC

Member

yes

10/2014

Oct 28, 2022

Mar 25, 2024

ZAMAN, RAFI, UZ

CHIEF INVESTMENT OFFICER, MANAGING DIRECTOR

yes

10/2014

Oct 28, 2022

Mar 25, 2024

ZAMAN, RAFI, UZ

SOLE MEMBER

yes

04/2015

Oct 28, 2022

Mar 25, 2024

ZAYAC, TIMOTHY, GEORGE

CHIEF LEGAL OFFICER

yes

08/2015

Oct 28, 2022

Mar 25, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

MEKETA INVESTMENT GROUP INC

n/a

Institutional manager

$10.0B

yes

n/a

City

State

Country

Employees

Also broker-dealer

Miami

United States

Chicago

United States

NEW YORK

United States

Westwood

United States

Portland

United States

London

n/a

United Kingdom

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 26, 2026

$20B

n/a

2024

Mar 20, 2025

$17B

n/a

2023

Mar 25, 2024

$17B

n/a

2022

Mar 29, 2023

$16B

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$20B

$17B

15.5%

$16B

7.1%