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MEKETA FIDUCIARY MANAGEMENT, LLC
CRD 323605File 801-126961
APPROVED
Filing as of Mar 26, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$20.14B
Top 10% of cohort (national)
Discretionary AUM
$19.66B
Non-discretionary $483.0M
Clients
44
49 accounts
Employees
1
Top 10% of cohort in CA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- LARO
- Registration date
- Dec 2, 2022
- Principal office
- 5796 ARMADA DRIVE, SUITE 110, CARLSBAD, CA, 92008
- Phone
- 760.795.3450
- Website
- https://meketa.com
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $20.14B
- Discretionary AUM
- $19.66B
- Non-discretionary AUM
- $483.0M
- Discretionary accounts
- 48
- Non-discretionary accounts
- 1
- Total accounts
- 49
- AUM per client
- $457.8M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | 23 | $3.02B |
| High net worth individuals | Fewer than 5 | $14.0M |
| Pension and profit sharing plans | 21 | $16.60B |
| State or municipal government entities | Fewer than 5 | $62.0M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Clients | 42 | 44 | increased by2 |
| Apr 1, 2026 | AUM | $17,437,000,000 | $20,144,000,000 | increased by$2,707,000,000 |
| Apr 1, 2026 | Accounts | 48 | 49 | increased by1 |
| May 1, 2025 | 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 FIDUCIARY” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“MEKETA FIDUCIARY” 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.