MEKETA CAPITAL, LLC

CRD

328303

SEC file #

801-128821

EIN

000000000

DBA names

—

Economics

AUM

$83.0M

AUM band

$25M-$100M

AUM trajectory

'25 · $36.1M

'26 · $83.0M

'25'26

$36.1M → $83.0M▲ +130%

sec adv history

Client mix

Investment Companies

Operations

Employees (total)

Advisory staff (per ADV)

Advisory staff (5-yr trend)

'25 · 14 advisors

'26 · 14 advisors

'25'26

14 advisors → 14 advisors▬ 0%

sec adv history

Primary office

DENVER CO

Branches

—

Custodian & Brokerage

Primary custodian

E*Tradelow confidence

adv brochure

Services offered

Portfolio mgmt — investment companiesOther Advisory Services

Fee basis

% of AUM

Filings

Latest ADV filing

03/05/2026

ADV-W filed at

—

Website

meketacapital.com

Compliance

Disclosures (firm)

Trademark

—

Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name

MEKETA INVESTMENT GROUP INC

Top Owner Pct

62.5

Top Owner Entity Kind

Owner Count

Control Persons

MEKETA INVESTMENT GROUP INC

AEW INVESTMENTS LLC

Solo Advisor Indicator

Succession Risk Solo Owner

Is Parent Owned Subsidiary

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed

sec adv w

Web presence ★

Stale website = winding down

Web Signal Quality

Rdap Domain

MEKETACAPITAL.COM

Rdap Domain Creation Date

2023-04-02T15:43:35Z

Rdap Firm Age Years

Rdap Firm Age Band

<5y

Rdap Registrar

GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book

form 5500

SEC EDGAR

Edgar Cik

0001993399

Edgar Registered

Yes

Edgar Filing Count

Edgar First Filing Date

2023-09-14

Edgar Last Filing Date

2026-01-20

Edgar 13f Count

Edgar 13f Latest AUM Estimate

Filing Date2025-02-18

Accession0001993399-25-000002

Edgar Form D Count

Edgar Form D Offerings

2024-02-152024-02-15 · 0001993399-24-000001

Compliance & brand

Firm Registration Status

active

sec adv w

All other collected signals (17)

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

Adv W Recently Filed

sec adv w

Bc Firm Active Bc Count

brokercheck firm search

Bc Firm Active IA Count

brokercheck firm search

Bc Firm IAR Count

brokercheck firm search

Custodian Candidates

Full

E*trade

adv brochure

Edgar Addresses

Mailing

80 UNIVERSITY AVEWESTWOOD, MA 02090

Business

80 UNIVERSITY AVEWESTWOOD, MA 02090

Edgar EIN

000000000

Edgar Recent Filings

40-APP/A2026-01-20 · 0001213900-26-005651

40-APP2025-08-15 · 0001213900-25-077196

Firm Has Custody

Mailing Office Differs

Rdap Domain Expiration Date

2027-04-02T15:43:35Z

Rdap Domain Last Changed

2026-04-03T14:49:20Z

Rdap Nameservers

Alice.ns.cloudflare.comOwen.ns.cloudflare.com

Rdap Secure Dns Enabled

Rdap Status

Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited

Top Owner CRD

110601

Trust Company Affiliate