SourcingSourcing

MEKETA FIDUCIARY MANAGEMENT, LLC

C41
CRD 323605·SEC 801-126961·CARLSBAD, CA
AUM
$20.14B
$1B+
Est. Revenue
$201.4M
@ 1% on AUM
Est. EBITDA
$60.4M
@ 30% margin
Est. Deal Value
$483.5M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
MEKETA FIDUCIARY MANAGEMENT, LLC
CRD
323605
SEC file #
801-126961
EIN
—
DBA names
—

Economics

AUM
$20.14B
AUM band
$1B+
AUM trajectory
'23'26
$15.23B → $20.14B▲ +32%
Client mix
Charitable Organizations23
Pension Profit Sharing Plans21

Operations

Employees (total)
1
Advisory staff (per ADV)
1
Advisory staff (5-yr trend)
'23'26
1 advisors → 1 advisors▬ 0%
Primary office
CARLSBAD CA
Branches
—

Custodian & Brokerage

Primary custodian
State Streetlow confidence
Services offered
Portfolio mgmt — businessesPension consultingSelection of other advisers
Fee basis
% of AUMFixed fees

Filings

Latest ADV filing
03/26/2026
ADV-W filed at
—
Website
meketa.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
MEKETA INVESTMENT GROUP INC
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
8
Control Persons
MEKETA INVESTMENT GROUP INC
ZAMAN, LLC
Solo Advisor Indicator
Yes
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
MEKETA.COM
Rdap Domain Creation Date
1997-08-25T04:00:00Z
Rdap Firm Age Years
29
Rdap Firm Age Band
20+y
Rdap Registrar
Network Solutions, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
Yes
Form 5500 Plan Count
13
Form 5500 Total Compensation
2,253,138
Form 5500 Compensation Trajectory 3y
20261,158,750
20251,094,388
Form 5500 Plan Count Trajectory 3y
20259
20264
Schedule C Total Compensation
2,253,138
Schedule C Service Provider Rows
13

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (15)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
State Street4
E*trade4
Northern Trust2
Fee Schedule
Bracket X64
Bracket Vi15
Bracket Ix14
Bracket Xii5
Bracket I1
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2026-08-24T04:00:00Z
Rdap Domain Last Changed
2021-06-25T07:23:24Z
Rdap Nameservers
Alice.ns.cloudflare.comOwen.ns.cloudflare.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Top Owner CRD
110601
Trust Company Affiliate
No

People (7)

7
MEKETA INVESTMENT GROUP INC
Direct Owner · 87.5%
110601
Loprinzi, Mukunda, Boyer
Executive Officer · 2.5%
7777308
MCCOURT, STEPHEN, PATRICK
Executive Officer · 2.5%
4632294
MEKETA, JAMES, EDWARD
Executive Officer · 2.5%
4361091
WOOLLEY, PETER, SCOTT
Executive Officer · 2.5%
4361117
ZAMAN, RAFI, UZ
Executive Officer · 2.5%
4818068
ZAYAC, TIMOTHY, GEORGE
Executive Officer · 2.5%
6175294