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 Capital, LLC
Latest filing Jul 14, 2026
First filing on the tape Aug 31, 2023 · 14 filings
SEC status approved since Feb 6, 2024
RAUM
$107M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
0.0%
$0 individuals and HNW
Advisors
2
registered through the firm on IAPD
RAUM per advisor
$53.3M
derived; firm RAUM over IAPD count
Employees
32
14 advisory (5.B.1)
Offices
2
beyond the principal office
Private funds
0
reported on Schedule D
History
14 filings and snapshots on the tape
RAUM$107M as of Jul 14, 2026
Feb 26, 2024$100,000 then
HNW client RAUM: no history
State-registered IARs (5.B.3)2 as of Jul 14, 2026
Feb 26, 20243 then
Employees (5.A)32 as of Jul 14, 2026
Feb 26, 202432 then
Private funds: no history
RAUM +195% over the last fiscal yearIARs 2 to 2
Practice profile
derived from the filing of Jul 14, 2026; every figure names its basis
- RAUM per advisor
- $53.3MderivedRAUM 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
- $107MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 16.0derivedItem 5.A over advisors
- Advisors per office
- 0.7derived3 offices incl. principal (1.F.5)
- RAUM growth, one year
- +130%derivedbetween the last two annual amendments
- Advisor growth, one year
- +0.0%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- percentage of assetsreportedItem 5.E
- Advisory activities
- portfolio management for investment companies, otherreportedItem 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)
- marketing includes testimonials (5.L.1.c)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Investment companies$107M100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 1reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUMreported
- Class basis
- private_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=10.0derived
Advisors registered through the firm
2 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Jason Fox | Denver, Co | Mar 4, 2024 | 15 y | 4 |
| Elizabeth Anth | Denver, Co | Jan 16, 2025 | 20 y | 5 |
Advisor movement
0 left, 0 joined in 12 months
net 0 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months
Left, latest
none on the tape
Joined, latest
- Elizabeth Anth from Primark Advisors, LLCJan 16, 2025 · Other
- Jason Fox from Forum Capital Advisors LLCMar 4, 2024 · Other
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- A Michael Bell · Chief Executive Officercontrolsince 11/2023 · owns less than 5%
- Martin Bradley Regier · Director Of Financecontrolsince 11/2023 · owns less than 5%
- George Timothy Zayac · Chief Legal Officer, Secretarycontrolsince 09/2023 · owns less than 5%
- Nmn Elizabeth Anth · Chief Compliance Officersince 11/2023 · owns less than 5%
Entity owners
- Aew Investments LLC · Ownerdirect · owns 10% to 25%
- B Squared Investments LLC · Ownerdirect · owns 10% to 25%
- Meketa Investment Group Inc · Ownerdirect · owns 50% to 75%
Related persons
Schedule D 7.A
- Meketa Fiduciary Management, LLCinvestment adviserLP sponsornRAUM $20B
- Meketa Investment Group Incinvestment adviserLP sponsoryRAUM $10.0B
Advisers that list Meketa Capital, LLC as a related person
- 110601 y
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Denver, Co · principal | 2 | 0 | 0 |
Offices
Schedule D 1.F, the 25 largest
- Westwood, MA
What changed
consecutive filings, newest first
- Discretionary RAUM · $83.0M to $107MMar 5, 2026 to Jul 14, 2026
- RAUM · $83.0M to $107MMar 5, 2026 to Jul 14, 2026
- BD registered reps · 11 to 10Mar 10, 2025 to Mar 5, 2026
- Discretionary RAUM · $36.1M to $83.0MMar 10, 2025 to Mar 5, 2026
- RAUM · $36.1M to $83.0MMar 10, 2025 to Mar 5, 2026
- Advisory employees · 6 to 14Sep 25, 2024 to Mar 10, 2025
- BD registered reps · 8 to 11Sep 25, 2024 to Mar 10, 2025
- Insurance-licensed employees · 1 to 2Sep 25, 2024 to Mar 10, 2025
- Financial planning clients · unset to Sep 25, 2024 to Mar 10, 2025
- State-registered IARs · 3 to 2Sep 25, 2024 to Mar 10, 2025
- Other offices · 1 to 2Sep 25, 2024 to Mar 10, 2025
- Discretionary RAUM · $100,000 to $36.1MSep 25, 2024 to Mar 10, 2025
- RAUM · $100,000 to $36.1MSep 25, 2024 to Mar 10, 2025
- Accounts · 0 to 1Jan 12, 2024 to Jan 30, 2024
- Advisory employees · 1 to 6Jan 12, 2024 to Jan 30, 2024
- Advisory activities · 1 to 2Jan 12, 2024 to Jan 30, 2024
- BD registered reps · 0 to 8Jan 12, 2024 to Jan 30, 2024
- Employees · 1 to 32Jan 12, 2024 to Jan 30, 2024
- Insurance-licensed employees · 0 to 1Jan 12, 2024 to Jan 30, 2024
- State-registered IARs · 0 to 3Jan 12, 2024 to Jan 30, 2024
- Discretionary RAUM · $0 to $100,000Jan 12, 2024 to Jan 30, 2024
- RAUM · $0 to $100,000Jan 12, 2024 to Jan 30, 2024
- HQ city · WESTWOOD to DENVERSep 11, 2023 to Nov 10, 2023
- HQ state · MA to COSep 11, 2023 to Nov 10, 2023
- Other offices · 6 to 1Sep 11, 2023 to Nov 10, 2023
Signals
8 dated events
- A Michael Bell (Chief Executive Officer) appeared on Schedule A of Meketa Capital, LlcNov 29, 2023 · Control person joined · fact
- Martin Bradley Regier (Director Of Finance) appeared on Schedule A of Meketa Capital, LlcNov 29, 2023 · Control person joined · fact
- Patrick Stephen Mccourt (President, Chief Executive Officer) no longer on Schedule A of Meketa Capital, Llc (listed 2023-11-10, absent 2023-11-29)Nov 29, 2023 · Control person left · inference
- Meketa Capital, Llc reported 1 offices beyond its principal office, down from 6 (2023-09-11 to 2023-11-10)Nov 10, 2023 · Office count change · derived
- Boyer Mukunda Loprinzi (Chief Compliance Officer) no longer on Schedule A of Meketa Capital, Llc (listed 2023-09-11, absent 2023-11-10)Nov 10, 2023 · Control person left · inference
- Patrick Stephen Mccourt (President, Chief Executive Officer) appeared on Schedule A of Meketa Capital, LlcSep 11, 2023 · Control person joined · fact
- George Timothy Zayac (Chief Legal Officer, Secretary) appeared on Schedule A of Meketa Capital, LlcSep 11, 2023 · Control person joined · fact
- Meketa Capital, Llc filed its initial SEC registration (Form ADV)Aug 31, 2023 · 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
- Website
- meketacapital.comreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 720-697-1010reportedpublic record, Form ADV, Jul 14, 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
- Asset manager (funds and pooled vehicles)deriveda rule over Items 5.D and 7.A
- RAUM per advisor
- $53.3Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026