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MEKETA INVESTMENT GROUP INC

WESTWOOD, MA · CRD 110601 · IAPD ↗ · meketa.com · 781-471-3500

$9.99BRegulatory AUM
118Advisory reps
248Employees
319Clients
n/aPlanning clients
1Private funds
10States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

60
April 2026 — MEKETA INVESTMENT GROUP INC now reports 1 private fund(s) ($205.1M gross).
Firm reports private funds for the first time.
Fund administrationCompliance
43
April 2025 — MEKETA INVESTMENT GROUP INC notice-filed in CO, CT, LA, TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
67
April 2025 — MEKETA INVESTMENT GROUP INC grew from 109 to 116 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
45
April 2024 — MEKETA INVESTMENT GROUP INC shrank from 114 to 109 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.