# Meketa Investment Group Inc

> 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.

- CRD: 110601
- Filed as: MEKETA INVESTMENT GROUP INC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Westwood, MA
- Filing period: October 2026
- Form ADV filing dated: August 10, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/110601
- AdvisorCensus page: https://advisorcensus.com/firm/meketa-investment-group-inc-westwood-ma-110601

## Quick answers

**How is Meketa Investment Group Inc compensated?**
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).

**Where is Meketa Investment Group Inc located?**
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).

**Is Meketa Investment Group Inc registered with the SEC or a state?**
Meketa Investment Group Inc is an SEC-registered investment advisory firm, registered since 1979. Status as filed: Approved. CRD 110601.

**How much does Meketa Investment Group Inc manage?**
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).

**How have Meketa Investment Group Inc's assets and staff changed since 2021?**
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.

**What types of clients does Meketa Investment Group Inc serve?**
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).

**Which custodians does Meketa Investment Group Inc use?**
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.

**Does Meketa Investment Group Inc report any disciplinary disclosures?**
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

**Does Meketa Investment Group Inc state an account minimum?**
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."

**What changed in Meketa Investment Group Inc's recent Form ADV filings?**
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%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 26, 2026)

- Account minimum: None

> We do not have any minimum requirements (such as minimum account size) for an advisory relationship.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Northern Trust
- State Street Global Services

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.

### Regulatory assets under management (Item 5.F)
- Total: $9,992,100,000
- Discretionary: $8,854,100,000
- Non-discretionary: $1,138,000,000

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Investment companies | 1 | $454,000,000 |
| Pooled investment vehicles (other than investment companies and business development companies) | 1 | $205,100,000 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 145 | $6,844,000,000 |
| Charitable organizations | 32 | $279,000,000 |
| State or municipal government entities (including government pension plans) | 125 | $2,210,000,000 |
| Sovereign wealth funds and foreign official institutions | Fewer than 5 | Not reported |
| Corporations or other businesses not listed above | 12 | Not reported |

### Advisory services (Item 5.G)
- 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)

### Firm details
- Registered since: 1979 (47 years)
- Employees: 248 total, 118 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, CO, CT, FL, IL, LA, MA, NY, OR, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the September 2026 filing
- Carlsbad, CA
- Chicago, IL
- London
- New York, NY
- Portland, OR

### Websites listed on Form ADV (Item 1.I)
- meketa.com
- LinkedIn @meketa-investment-group
- X @MeketaInvGrp

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $21,802,397,000 | 213 | April 1, 2021 |
| October 2022 | $26,548,430,000 | 222 | April 28, 2022 |
| October 2023 | $8,642,000,000 | 237 | July 7, 2023 |
| October 2024 | $9,725,000,000 | 231 | March 26, 2024 |
| October 2025 | $11,410,000,000 | 239 | March 25, 2025 |
| October 2026 | $9,992,100,000 | 248 | August 10, 2026 |

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.

## Changes in the filing (last 12 months)

### April 2026
- 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%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Meketa Investment Group Inc (CRD 110601): Form ADV filing data as of October 2026.