RIA Intel›Advisers›Massachusetts›MEKETA INVESTMENT GROUP INC

MEKETA INVESTMENT GROUP INC

Advisory

N·WESTWOOD, MA

Data as of Mar 26, 2026 · Source: SEC Form ADV

Total AUM

$10.0B

1-Year AUM Growth

+12.5%

3-Year CAGR

-23.7%

Employees

118

Assets Under Management

Total AUM$10.0B

Discretionary AUM$8.9B

Non-Discretionary AUM$1.1B

Discretionary %88.6%

Total Clients—

Team

Total Employees118

Investment Advisers248

Employee Growth (1Y)—

Filing History

Total Filings on Record38

First FilingMar 23, 2001

Latest FilingMar 26, 2026

🔒 Full AUM trend chart and 38 historical filings spanning 25+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on MEKETA INVESTMENT GROUP INC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.