DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Meketa Investment Group Inc
Latest filing Aug 10, 2026
First filing on the tape Mar 14, 2012 · 36 filings
SEC status approved since Apr 19, 1979
RAUM
$10.0B
reported, Item 5.F
Discretionary
89%
of RAUM
Private clients
0.0%
$0 individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
248
118 advisory (5.B.1)
Offices
5
beyond the principal office
Private funds
1
reported on Schedule D
History
36 filings and snapshots on the tape
RAUM$10.0B as of Aug 10, 2026
Mar 14, 2012$4.9B then
HNW client RAUM$0 as of Mar 30, 2021
Mar 28, 2018$0 then
State-registered IARs (5.B.3)0 as of Aug 10, 2026
Mar 14, 20120 then
Employees (5.A)248 as of Aug 10, 2026
Mar 28, 2013101 then
Private funds1 as of Aug 10, 2026
Mar 14, 20121 then
RAUM -12% over the last fiscal year+5.0% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Aug 10, 2026; every figure names its basis
Archetypes, each a printed rule
- Institutional asset manager · institutional share (pensions, government, insurance, corporations, charities, banks, other advisers) at least 60 percent and private-client share under 20 percent
- OCIO / institutional advisory · selection of other advisers (5.G.7) and institutional share at least 50 percent
- Retirement plan adviser · pension consulting activity (Item 5.G.6) and pension plans at least 25 percent of RAUM or at least 25 pension-plan clients
- RAUM per advisor
- unknownderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- unknownderivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- unknownderivedHNW RAUM over HNW clients
- Average account
- $370MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 89%derivedof RAUM
- Institutional
- 93%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- unknownderivedItem 5.A over advisors
- Advisors per office
- unknownderived6 offices incl. principal (1.F.5)
- RAUM growth, one year
- -12%derivedbetween the last two annual amendments
- Advisor growth, one year
- unknownderivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- percentage of assets, hourly, fixed feesreportedItem 5.E
- Advisory activities
- portfolio management for businesses and institutions, portfolio management for investment companies, pension consulting, selection of other advisersreportedItem 5.G
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- a related person has custody of client cash (9.B.1.a)
- a related person has custody of client securities (9.B.1.b)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pension and profit-sharing plans$6.8B68%
- State and municipal entities$2.2B22%
- Investment companies$454M4.5%
- Charitable organizations$279M2.8%
- Pooled investment vehicles$205M2.1%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- 145reported
- Charitable clients
- 32reported
- Accounts
- 27reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUM, fixed, hourlyreported
- Class basis
- private_client_share=0.0 fund_share=0.07 institutional_share=0.93 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
Left, latest
none on the tape
Joined, latest
none on the tape
Private funds
1 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| Meketa Iam Fund, L.P.no longer reported | Private Equity Fund | $2.4M | 2 | Mar 14, 2012 |
Owners and control persons
Schedule A and B, latest filing
- Fae Judith Chambers · Managing Principal, Directorcontrolsince 03/2019 · owns less than 5%
- Anibal Leandro Festino · Managing Principal, Directorcontrolsince 01/2010 · owns less than 5%
- Leigh Christiana Fields · Managing Principal, Directorcontrolsince 03/2019 · owns less than 5%
- Boyer Mukunda Loprinzi · Chief Compliance Officer, Vice Presidentcontrolsince 06/2023 · owns less than 5%
- Lynne Mika Malone · Managing Principal, Directorcontrolsince 01/2012 · owns less than 5%
- Patrick Stephen Mccourt · Co-Chief Executive Officer, Directorcontrolsince 01/2015 · owns 10% to 25%
- Edward James Meketa · Chairman Of The Board Of Directorscontrolsince 08/2015 · owns 10% to 25%
- Scott Peter Woolley · Co-Chief Executive Officer, Directorcontrolsince 01/2015 · owns 10% to 25%
- George Timothy Zayac · Chief Legal Officercontrolsince 08/2015 · owns less than 5%
- Robert Allan Emkin · Managing Principalsince 03/2019 · owns 5% to 10%
- Andrew John Haggerty · Managing Principal, Directorsince 08/2015 · owns 5% to 10%
Related persons
Schedule D 7.A
- Meketa Capital, LLCinvestment adviseryRAUM $107M
- Meketa Fiduciary Management, LLCinvestment adviserLP sponsoryRAUM $20B
Advisers that list Meketa Investment Group Inc as a related person
Offices
Schedule D 1.F, the 25 largest
- Carlsbad, CA44 employees
- Portland, OR18 employees
- Chicago, IL8 employees
- Miami, FL3 employees
- New York, NY2 employees
- London, United Kingdom1 employees
What changed
consecutive filings, newest first
- Accounts · 28 to 27Mar 25, 2025 to Mar 26, 2026
- Advisory employees · 116 to 118Mar 25, 2025 to Mar 26, 2026
- Charity clients · 31 to 32Mar 25, 2025 to Mar 26, 2026
- Corporate clients · 11 to 12Mar 25, 2025 to Mar 26, 2026
- Pension plan clients · 140 to 145Mar 25, 2025 to Mar 26, 2026
- Pooled vehicle clients · unset to 1.0Mar 25, 2025 to Mar 26, 2026
- Employees · 239 to 248Mar 25, 2025 to Mar 26, 2026
- Private funds · unset to 1Mar 25, 2025 to Mar 26, 2026
- Discretionary RAUM · $9.9B to $8.9BMar 25, 2025 to Mar 26, 2026
- Non-discretionary RAUM · $1.5B to $1.1BMar 25, 2025 to Mar 26, 2026
- Pension RAUM · $8.6B to $6.8BMar 25, 2025 to Mar 26, 2026
- Pooled vehicle RAUM · unset to 205100000.0Mar 25, 2025 to Mar 26, 2026
- RAUM · $11B to $10.0BMar 25, 2025 to Mar 26, 2026
- Advisory employees · 109 to 116Mar 26, 2024 to Mar 25, 2025
- Charity clients · 30 to 31Mar 26, 2024 to Mar 25, 2025
- Corporate clients · 10 to 11Mar 26, 2024 to Mar 25, 2025
- Pension plan clients · 185 to 140Mar 26, 2024 to Mar 25, 2025
- Employees · 231 to 239Mar 26, 2024 to Mar 25, 2025
- Financial planning clients · unset to Mar 26, 2024 to Mar 25, 2025
- Other offices · 6 to 5Mar 26, 2024 to Mar 25, 2025
- Discretionary RAUM · $8.6B to $9.9BMar 26, 2024 to Mar 25, 2025
- Non-discretionary RAUM · $1.2B to $1.5BMar 26, 2024 to Mar 25, 2025
- Pension RAUM · $7.7B to $8.6BMar 26, 2024 to Mar 25, 2025
- RAUM · $9.7B to $11BMar 26, 2024 to Mar 25, 2025
- Accounts · 29 to 28Jul 7, 2023 to Mar 26, 2024
- Advisory employees · 114 to 109Jul 7, 2023 to Mar 26, 2024
- Charity clients · 17 to 30Jul 7, 2023 to Mar 26, 2024
- Corporate clients · 12 to 10Jul 7, 2023 to Mar 26, 2024
- Pension plan clients · 188 to 185Jul 7, 2023 to Mar 26, 2024
- Employees · 237 to 231Jul 7, 2023 to Mar 26, 2024
- Discretionary RAUM · $7.6B to $8.6BJul 7, 2023 to Mar 26, 2024
- Non-discretionary RAUM · $1.1B to $1.2BJul 7, 2023 to Mar 26, 2024
- Pension RAUM · $7.0B to $7.7BJul 7, 2023 to Mar 26, 2024
- RAUM · $8.6B to $9.7BJul 7, 2023 to Mar 26, 2024
- Advisory employees · 144 to 114Dec 5, 2022 to Mar 29, 2023
- Advisory activities · 3 to 4Dec 5, 2022 to Mar 29, 2023
- Charity clients · 15 to 17Dec 5, 2022 to Mar 29, 2023
- Corporate clients · 9 to 12Dec 5, 2022 to Mar 29, 2023
- Employees · 222 to 237Dec 5, 2022 to Mar 29, 2023
- Discretionary RAUM · $10B to $7.6BDec 5, 2022 to Mar 29, 2023
Signals
13 dated events
- David Alan Spatrick (Chief Compliance Officer, Managing Principal) no longer on Schedule A of Meketa Investment Group Inc (listed 2023-05-18, absent 2023-07-07)Jul 7, 2023 · Control person left · inference
- Boyer Mukunda Loprinzi (Chief Compliance Officer, Vice President) appeared on Schedule A of Meketa Investment Group IncJul 7, 2023 · Control person joined · fact
- Rene Tammy Anchich-Wood (Managing Principal, Chief Marketing Officer) no longer on Schedule A of Meketa Investment Group Inc (listed 2023-04-24, absent 2023-05-18)May 18, 2023 · Control person left · inference
- Peter Eric Cressman (Managing Principal, Chief Compliance Officer, Director Of Finance) no longer on Schedule A of Meketa Investment Group Inc (listed 2022-10-28, absent 2022-12-05)Dec 5, 2022 · Control person left · inference
- Meketa Investment Group Inc reported RAUM $11.3B, down 57% from $26.5B (2022-04-28 to 2022-10-28)Oct 28, 2022 · RAUM change · derived
- Kellie Kane (Managing Principal, Chief Operating Officer, Director) no longer on Schedule A of Meketa Investment Group Inc (listed 2022-03-28, absent 2022-04-28)Apr 28, 2022 · Control person left · inference
- Edward Frank Benham (Managing Principal) no longer on Schedule A of Meketa Investment Group Inc (listed 2020-11-25, absent 2021-03-30)Mar 30, 2021 · Control person left · inference
- Peter Eric Cressman (Managing Principal, Chief Compliance Officer, Director Of Finance) appeared on Schedule A of Meketa Investment Group IncMar 30, 2021 · Control person joined · fact
- Rene Tammy Anchich-Wood (Managing Principal, Chief Marketing Officer) appeared on Schedule A of Meketa Investment Group IncMar 30, 2021 · Control person joined · fact
- Meketa Investment Group Inc reported RAUM $19.7B, up 73% from $11.4B (2019-05-07 to 2020-03-29)Mar 29, 2020 · RAUM change · derived
- Robert Allan Emkin (Managing Principal, Director) appeared on Schedule A of Meketa Investment Group IncMar 29, 2019 · Control person joined · fact
- Meketa Investment Group Inc reported RAUM $11.4B, up 36% from $8.4B (2018-03-28 to 2019-03-29)Mar 29, 2019 · RAUM change · derived
- Meketa Investment Group Inc reported RAUM $8.4B, up 97% from $4.3B (2017-10-13 to 2018-03-28)Mar 28, 2018 · RAUM change · derived
Across DFX
shared identifiers only, never a name match
- Meketa Investment Group Inc · Independent Sponsorsshared crd · capital_provider
- Meketa Investment Group Inc · Private Equityshared crd · organization
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/meketa-investment-groupreportedpublic record, Form ADV, Sep 18, 2026
- Website
- meketa.comreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 781-471-3500reportedpublic record, Form ADV, Aug 10, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Institutional managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- n/aderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026