31 Aug

Meketa Investment Group

Meketa investment group. Meketa Investment Group strives to provide personalized financial advising that incorporates a client’s risk tolerance, time horizon, and liquidity needs. The company does not charge by the asset or hour and does not require a minimum account size. In addition, fees are negotiated on a client-to-client basis. Fees range from $1,000 to $2.5 million annually. The firm’s SEC-filed Form ADV does not disclose its fees.

Meketa’s research team focuses on public markets and marketable alternatives managers. Approximately 57% of the firm’s AUM is invested in these types of assets. The firm also engages with the investment management community through various outreach and research initiatives. The company also charges a fixed fee for consulting work and does not charge for brokerage commissions or interest.

The firm has offices in New York City and London. It was founded in 1974 by James Meketa, who is now the managing principal and chairman. It has eight other principals and 76 shareholders. The firm has many diversified investment offerings and works with a variety of institutional clients, including Taft-Hartley funds, public funds, foundations, and health & welfare funds.

Meketa Investment Group is an independent full-service investment consulting firm. It serves institutional investors in a discretionary and non-discretionary capacity. Collective client assets under advisement represent approximately $1.8 trillion as of December 31, 2021. Meketa Investment Group’s services include research, asset allocation, and actuarial reports.

Meketa Investment Group

meketa investment

Meketa Investment Group is an independent investment consulting firm that has been in business for more than four decades. The company employs a team of financial advisors to oversee billions of dollars in assets. Its clients include public, private, and institutional funds. The company offers general investment consulting as well as private market advisory services. It has offices in New York City and London.

The firm’s portfolios mainly consist of pooled investment vehicles. These investments make up about 57% of the firm’s total assets under management (AUM). The rest are comprised of investments in investment-grade corporate bonds and investment-grade business development companies. The firm generates revenue from several sources, including fixed fees and asset-management fees.

The fee structure of Meketa Investment Group varies depending on the service offered. Annual fixed fees vary from $1,000 to $2.5 million, and percentage-of-assets-under-management fees range from 0.03% to 0.50%. The firm also has an hourly fee structure that ranges from $250 to $850.

Meketa Investment Group Inc

meketa investment group aum

Meketa Investment Group Inc is a financial advisory firm that invests in a number of investment vehicles, including pools. The firm accounts for 57% of its AUM in these investment vehicles, while it also invests in investment and business development companies and investment grade corporate bonds. The firm generates revenue through a variety of streams, including fees and commissions. The firm works with a variety of institutional clients, including pension plans, endowments, and Taft-Hartley funds. It also works with a variety of defined benefit plans, defined contribution plans, and health plans.

The company has been in business for nearly 30 years, and it has more than $100 billion in assets under management. The firm touts itself as a “conflict-free” investment firm, but there is no direct investment arm. The firm also offers its clients investment advice on real estate, but the majority of its clients are large public pension plans.

Meketa Investment Group Inc offers three fee structures, including a fixed fee, an hourly rate, and an asset-based fee. It does not have a wrap fee program. The firm serves pension plans, state and municipal government entities, and corporations. However, it does not currently have an international clientele.

Meketa Investment Group Inc is a financial advisory firm with offices in Boston, Massachusetts. It manages billions of dollars for institutional clients. The firm employs a large team of 144 financial advisors. The company is not a registered broker-dealer, but is registered to provide investment advice.

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