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MAKENA CAPITAL MANAGEMENT, LLC

MENLO PARK, CA · CRD 156855 · IAPD ↗ · 650-926-0510

$24.28BRegulatory AUM
30Advisory reps
77Employees
0Clients
n/aPlanning clients
29Private funds
2States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

40
April 2025 — MAKENA CAPITAL MANAGEMENT, LLC shrank from 33 to 27 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
60
April 2024 — MAKENA CAPITAL MANAGEMENT, LLC grew from 28 to 33 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

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