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 Fiduciary Management, LLC
Latest filing Mar 26, 2026
First filing on the tape Oct 28, 2022 · 10 filings
SEC status approved since Dec 2, 2022
RAUM
$20B
reported, Item 5.F
Discretionary
98%
of RAUM
Private clients
0.1%
$14.0M individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
1
1 advisory (5.B.1)
Offices
5
beyond the principal office
Private funds
0
reported on Schedule D
History
10 filings and snapshots on the tape
RAUM$20B as of Mar 26, 2026
Mar 29, 2023$16B then
HNW client RAUM$14.0M as of Mar 26, 2026
Mar 25, 2024$29.0M then
State-registered IARs (5.B.3)0 as of Mar 26, 2026
Mar 29, 20230 then
Employees (5.A)1 as of Mar 26, 2026
Mar 29, 20231 then
Private funds: no history
RAUM +16% over the last fiscal year+7.1% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Mar 26, 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
- $411MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 98%derivedof RAUM
- Institutional
- 98%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
- +16%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, fixed feesreportedItem 5.E
- Advisory activities
- portfolio management for businesses and institutions, 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)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pension and profit-sharing plans$17B84%
- Charitable organizations$3.0B15%
- State and municipal entities$62.0M0.3%
- High-net-worth individuals$14.0M0.1%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- 21reported
- Charitable clients
- 23reported
- Accounts
- 49reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUM, fixedreported
- Class basis
- private_client_share=0.0 fund_share=0.0 institutional_share=0.98 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
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- Boyer Mukunda Loprinzi · Chief Compliance Officer, Vice Presidentcontrolsince 06/2023 · owns less than 5%
- Patrick Stephen Mccourt · Managing Directorcontrolsince 01/2015 · owns less than 5%
- Edward James Meketa · Managing Directorcontrolsince 05/2015 · owns less than 5%
- Scott Peter Woolley · Managing Directorcontrolsince 01/2015 · owns less than 5%
- Uz Rafi Zaman · Chief Investment Officer, Managing Directorcontrolsince 10/2014 · owns less than 5%
- George Timothy Zayac · Chief Legal Officercontrolsince 08/2015 · owns less than 5%
- Uz Rafi Zaman · Sole Membercontrolsince 04/2015 · owns 75% or more of Zaman, LLC
Entity owners
- Meketa Investment Group Inc · Memberdirect · owns 75% or more
- Zaman, LLC · Memberdirect · owns 10% to 25%
Related persons
Schedule D 7.A
- Meketa Investment Group Incinvestment adviserLP sponsoryRAUM $10.0B
Advisers that list Meketa Fiduciary Management, LLC as a related person
Offices
Schedule D 1.F, the 25 largest
- Chicago, IL
- London, United Kingdom
- Miami, FL
- New York, NY
- Portland, OR
- Westwood, NY
What changed
consecutive filings, newest first
- Accounts · 48 to 49Mar 20, 2025 to Mar 26, 2026
- Charity clients · 22 to 23Mar 20, 2025 to Mar 26, 2026
- Pension plan clients · 20 to 21Mar 20, 2025 to Mar 26, 2026
- Discretionary RAUM · $17B to $20BMar 20, 2025 to Mar 26, 2026
- HNW RAUM · $12.0M to $14.0MMar 20, 2025 to Mar 26, 2026
- Non-discretionary RAUM · $402M to $483MMar 20, 2025 to Mar 26, 2026
- Pension RAUM · $15B to $17BMar 20, 2025 to Mar 26, 2026
- RAUM · $17B to $20BMar 20, 2025 to Mar 26, 2026
- Accounts · 45 to 48Mar 25, 2024 to Mar 20, 2025
- Pension plan clients · 18 to 20Mar 25, 2024 to Mar 20, 2025
- Financial planning clients · unset to Mar 25, 2024 to Mar 20, 2025
- Other offices · 6 to 5Mar 25, 2024 to Mar 20, 2025
- Discretionary RAUM · $17B to $17BMar 25, 2024 to Mar 20, 2025
- HNW RAUM · $29.0M to $12.0MMar 25, 2024 to Mar 20, 2025
- Non-discretionary RAUM · $399M to $402MMar 25, 2024 to Mar 20, 2025
- Pension RAUM · $14B to $15BMar 25, 2024 to Mar 20, 2025
- RAUM · $17B to $17BMar 25, 2024 to Mar 20, 2025
- Accounts · 44 to 45Jul 7, 2023 to Mar 25, 2024
- Charity clients · 21 to 22Jul 7, 2023 to Mar 25, 2024
- Pension plan clients · 21 to 18Jul 7, 2023 to Mar 25, 2024
- Discretionary RAUM · $16B to $17BJul 7, 2023 to Mar 25, 2024
- HNW RAUM · unset to 29000000.0Jul 7, 2023 to Mar 25, 2024
- Non-discretionary RAUM · $370M to $399MJul 7, 2023 to Mar 25, 2024
- Pension RAUM · $13B to $14BJul 7, 2023 to Mar 25, 2024
- RAUM · $16B to $17BJul 7, 2023 to Mar 25, 2024
- Accounts · 40 to 44Dec 9, 2022 to Mar 29, 2023
- Charity clients · 20 to 21Dec 9, 2022 to Mar 29, 2023
- Pension plan clients · 19 to 21Dec 9, 2022 to Mar 29, 2023
- Discretionary RAUM · $15B to $16BDec 9, 2022 to Mar 29, 2023
- Non-discretionary RAUM · $369M to $370MDec 9, 2022 to Mar 29, 2023
- Pension RAUM · $13B to $13BDec 9, 2022 to Mar 29, 2023
- RAUM · $15B to $16BDec 9, 2022 to Mar 29, 2023
Signals
6 dated events
- David Alan Spatrick (Chief Compliance Officer) no longer on Schedule A of Meketa Fiduciary Management, Llc (listed 2023-05-23, 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 Fiduciary Management, LlcJul 7, 2023 · Control person joined · fact
- 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)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 Fiduciary Management, Llc (listed 2022-10-28, absent 2022-12-09)Dec 9, 2022 · Control person left · inference
- David Alan Spatrick (Chief Compliance Officer) appeared on Schedule A of Meketa Fiduciary Management, LlcDec 9, 2022 · Control person joined · fact
- Meketa Fiduciary Management, Llc filed its initial SEC registration (Form ADV)Oct 28, 2022 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/meketa-investment-groupreportedpublic record, Form ADV, Sep 17, 2026
- Website
- meketa.comreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 760.795.3450reportedpublic record, Form ADV, Mar 26, 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