MEKETA INVESTMENT GROUP INC

Thesis

Meketa Investment Group Inc. is an employee-owned investment consulting and advisory firm founded in 1978 and headquartered in Westwood, Massachusetts. The firm specializes in institutional investment management, encompassing asset allocation, risk management, and manager selection, operating in both discretionary and non-discretionary capacities as an independent fiduciary. Their client base includes public pension plans, endowments, foundations, corporations, and healthcare organizations. Meketa's investment focus spans traditional and alternative asset classes, with a significant emphasis on private markets, where they are recognized as a highly active consultant. They advise on Fixed Income, Hedge Funds, Private Equity, Real Estate, and Venture Capital. The firm's geographic scope covers the United States and the United Kingdom. Meketa has expanded into retail investor solutions through its subsidiary, Meketa Capital, which delivers private market investment solutions and has launched an infrastructure fund aimed at retail investors. Their investment preferences target Growth, Late Stage, Pre-IPO, Buyout, Turnaround, and Distressed stages, with typical check sizes ranging from $1 million to $500 million. As of March 26, 2026, Meketa reported $9.99 billion in AUM, with $8.9 billion in discretionary AUM and $1.1 billion in non-discretionary AUM. The firm has approximately 240-266 employees, including over 160 investment professionals.