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MEKETA CAPITAL, LLC

DENVER, CO · CRD 328303 · IAPD ↗ · meketacapital.com · 720-697-1010

$106.6MRegulatory AUM
14Advisory reps
32Employees
0Clients
n/aPlanning clients
0Private funds
4States
0Disclosures
institutionalSegment
ApprovedSEC status

Filing changes

50
August 2026 — MEKETA CAPITAL, LLC reported RAUM up 28% ($83.0M -> $106.6M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
60
April 2026 — MEKETA CAPITAL, LLC reported RAUM up 130% ($36.1M -> $83.0M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
32
April 2025 — MEKETA CAPITAL, LLC notice-filed in CA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
40
April 2025 — MEKETA CAPITAL, LLC added office(s): 1 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
60
April 2025 — MEKETA CAPITAL, LLC reported RAUM up 35981% ($100,000 -> $36.1M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
63
April 2025 — MEKETA CAPITAL, LLC grew from 6 to 14 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
32
October 2024 — MEKETA CAPITAL, LLC notice-filed in NC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
60
March 2024 — MEKETA CAPITAL, LLC's provisional registration is now fully approved.
120-day provisional registration became a full approval.
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
60
February 2024 — MEKETA CAPITAL, LLC grew from 1 to 6 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.