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MEKETA INVESTMENT GROUP INC
CRD 110601File 801-14519
APPROVED
Custody
Filing as of Aug 10, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$9.99B
Top 10% of cohort (national)
Discretionary AUM
$8.85B
Non-discretionary $1.14B
Clients
316
27 accounts
Employees
248
Top 25% of cohort in MA
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- BRO
- Registration date
- Apr 19, 1979
- Principal office
- 80 UNIVERSITY AVE, WESTWOOD, MA, 02090
- Phone
- 781-471-3500
- Website
- http://meketa.com
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $9.99B
- Discretionary AUM
- $8.85B
- Non-discretionary AUM
- $1.14B
- Discretionary accounts
- 23
- Non-discretionary accounts
- 4
- Total accounts
- 27
- AUM per client
- $31.6M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 12 | Not reported |
| Non-U.S. persons | Fewer than 5 | Not reported |
| Investment companies | 1 | $454.0M |
| Charitable organizations | 32 | $279.0M |
| Pooled investment vehicles | 1 | $205.1M |
| Pension and profit sharing plans | 145 | $6.84B |
| State or municipal government entities | 125 | $2.21B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for investment companies
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Aug 12, 2026 | Custody | No | Yes | |
| Apr 1, 2026 | Employees | 239 | 248 | increased by9 |
| Apr 1, 2026 | Clients | 306 | 316 | increased by10 |
| Apr 1, 2026 | AUM | $11,410,000,000 | $9,992,100,000 | decreased by$1,417,900,000 |
| Apr 1, 2026 | Accounts | 28 | 27 | decreased by1 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 222 | 239 | increased by17 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 360 | 306 | decreased by54 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $26,548,430,000 | $11,410,000,000 | decreased by$15,138,430,000 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 69 | 28 | decreased by41 |
| Apr 1, 2022 | Employees | 213 | 222 | increased by9 |
| Apr 1, 2022 | Clients | 357 | 360 | increased by3 |
| Apr 1, 2022 | AUM | $21,802,397,000 | $26,548,430,000 | increased by$4,746,033,000 |
| Apr 1, 2022 | Accounts | 66 | 69 | increased by3 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “MEKETA INVESTMENT” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“MEKETA INVESTMENT” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.