{
  "crd_number": 110601,
  "slug": "meketa-investment-group-inc-westwood-ma-110601",
  "primary_business_name": "MEKETA INVESTMENT GROUP INC",
  "legal_name": "MEKETA INVESTMENT GROUP INC",
  "dbas": [],
  "city": "Westwood",
  "state": "MA",
  "country": "United States",
  "cbsa_code": "14460",
  "metro": {
    "cbsa_code": "14460",
    "common_name": "Boston",
    "msa_name": "Boston-Cambridge-Newton, MA-NH",
    "path": "/advisors/ma/boston"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "1979-04-19",
  "years_registered": 47,
  "period": "2026-10-01",
  "filing_date": "2026-08-10",
  "carried_forward": false,
  "raum_total": 9992100000.0,
  "raum_discretionary": 8854100000.0,
  "raum_non_discretionary": 1138000000.0,
  "raum_band": "over_5b",
  "raum_band_label": "Over $5 billion",
  "total_employees": 248,
  "advisory_employees": 118,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "charitable": {
      "raum": 279000000.0,
      "count": 32
    },
    "state_municipal": {
      "raum": 2210000000.0,
      "count": 125
    },
    "investment_companies": {
      "raum": 454000000.0,
      "count": 1
    },
    "pension_profit_sharing": {
      "raum": 6844000000.0,
      "count": 145
    },
    "pooled_investment_vehicles": {
      "raum": 205100000.0,
      "count": 1
    },
    "corporations_other_businesses": {
      "raum": null,
      "count": 12
    },
    "sovereign_wealth_foreign_official": {
      "raum": null,
      "count": null,
      "fewer_than_5": true
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "pension_consulting",
    "portfolio_management_businesses_institutional",
    "portfolio_management_investment_companies",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CA",
    "CO",
    "CT",
    "FL",
    "IL",
    "LA",
    "MA",
    "NY",
    "OR",
    "TX"
  ],
  "websites": [
    "https://linkedin.com/company/meketa-investment-group",
    "https://meketa.com",
    "https://twitter.com/MeketaInvGrp"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/110601",
  "city_as_filed": "WESTWOOD",
  "url": "https://advisorcensus.com/firm/meketa-investment-group-inc-westwood-ma-110601",
  "display_name": "Meketa Investment Group Inc",
  "summary": "Meketa Investment Group Inc is an SEC-registered investment advisory firm in Westwood, MA, registered since 1979, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated August 10, 2026.",
  "citation": "AdvisorCensus. Meketa Investment Group Inc (CRD 110601): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Portfolio management for investment companies (and business development companies)",
    "Portfolio management for businesses (other than small businesses) or institutional clients",
    "Pension consulting services",
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is Meketa Investment Group Inc compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Meketa Investment Group Inc reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees)."
    },
    {
      "q": "Where is Meketa Investment Group Inc located?",
      "a": "Meketa Investment Group Inc's principal office is in Westwood, MA, according to its Form ADV; the September 2026 filing also lists 5 other offices (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Meketa Investment Group Inc registered with the SEC or a state?",
      "a": "Meketa Investment Group Inc is an SEC-registered investment advisory firm, registered since 1979. Status as filed: Approved. CRD 110601."
    },
    {
      "q": "How much does Meketa Investment Group Inc manage?",
      "a": "Meketa Investment Group Inc reports $9,992,100,000 in regulatory assets under management in its Form ADV filing dated August 10, 2026 (89% discretionary)."
    },
    {
      "q": "How have Meketa Investment Group Inc's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Meketa Investment Group Inc: Regulatory assets under management: $21,802,397,000 in the October 2021 data and $9,992,100,000 in the October 2026 data, down 54%. Total employees: 213 in October 2021 and 248 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Meketa Investment Group Inc serve?",
      "a": "By number of clients on Form ADV Item 5.D: pension and profit sharing plans (but not the plan participants or government pension plans) (145); state or municipal government entities (including government pension plans) (125); charitable organizations (32)."
    },
    {
      "q": "Which custodians does Meketa Investment Group Inc use?",
      "a": "Meketa Investment Group Inc's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Northern Trust and State Street Global Services as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Meketa Investment Group Inc report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/110601"
    },
    {
      "q": "Does Meketa Investment Group Inc state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated March 26, 2026 says: \"We do not have any minimum requirements (such as minimum account size) for an advisory relationship.\""
    },
    {
      "q": "What changed in Meketa Investment Group Inc's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Employees performing advisory functions went from 116 to 118. Regulatory assets under management went from $11,410,000,000 to $9,992,100,000 (-12%)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 21802397000.0,
      "total_employees": 213,
      "filing_date": "2021-04-01"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 26548430000.0,
      "total_employees": 222,
      "filing_date": "2022-04-28"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 8642000000.0,
      "total_employees": 237,
      "filing_date": "2023-07-07"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 9725000000.0,
      "total_employees": 231,
      "filing_date": "2024-03-26"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 11410000000.0,
      "total_employees": 239,
      "filing_date": "2025-03-25"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 9992100000.0,
      "total_employees": 248,
      "filing_date": "2026-08-10"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Employees performing advisory functions went from 116 to 118.",
        "Regulatory assets under management went from $11,410,000,000 to $9,992,100,000 (-12%)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 26, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "None",
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [],
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: None"
        ],
        "quotes": [
          "We do not have any minimum requirements (such as minimum account size) for an advisory relationship."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": 0.0,
      "minimum_annual_fee": null,
      "planning": []
    },
    "quotes": [
      "We do not have any minimum requirements (such as minimum account size) for an advisory relationship."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Northern Trust",
      "name_as_filed": "NORTHERN TRUST",
      "affiliated": false
    },
    {
      "name": "State Street Global Services",
      "name_as_filed": "STATE STREET GLOBAL SERVICES",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/meketa-investment-group-inc-westwood-ma-110601.md",
  "clients": [
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 1,
      "fewer_than_5": false,
      "raum": 454000000.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 1,
      "fewer_than_5": false,
      "raum": 205100000.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 145,
      "fewer_than_5": false,
      "raum": 6844000000.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 32,
      "fewer_than_5": false,
      "raum": 279000000.0
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": 125,
      "fewer_than_5": false,
      "raum": 2210000000.0
    },
    {
      "type": "sovereign_wealth_foreign_official",
      "label": "Sovereign wealth funds and foreign official institutions",
      "count": null,
      "fewer_than_5": true,
      "raum": null
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 12,
      "fewer_than_5": false,
      "raum": null
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/110601",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}