Makena Capital Management, LLC
MENLO PARK, CA
Form ADV and provider website profile · CRD 156855 · regulatory data as of Mar 31, 2026
This profile compiles reported firm AUM, regulatory account counts, ownership information, and source-linked regulatory records for Makena Capital Management, LLC. Firm-wide values may include business beyond OCIO services; review the linked filing before relying on a claim. How to interpret OCIO Intelligence data.
$24.3BReported Firm AUMReported Firm AUMTotal assets under management reported for the registered advisory firm. This may include businesses beyond its OCIO services.
48Total AccountsTotal AccountsTotal regulatory accounts reported in Form ADV Item 5.F. This is not necessarily the number of OCIO mandates or unique clients.
$23.8BDiscretionary AUMDiscretionary AUMFirm assets reported as discretionary, where the adviser generally has authority to make investment decisions within the client mandate.
$465MNon-discretionary AUMNon-discretionary AUMFirm assets reported as non-discretionary, where the client generally retains final investment decision authority.
$24.3BTotal Firm AUM
$23.8BDiscretionary AUM
$465MNon-discretionary AUM
48Total accounts
43Discretionary accounts
5Non-discretionary accounts
Client Mix by Firm AUM
$24.3BFirm AUM
Other Pooled Vehicles97.2%
Charities2.8%
Reported Client Types
Source: Form ADV client recordsOther Pooled Vehicles97.2%
36 clients$23.6B firm assets
Charities2.8%
12 clients$674M firm assets
Reported total48 clients
| Client type | Firm assets | Clients | AUM share |
|---|---|---|---|
| Other Pooled Vehicles | $23.6B | 36 | 97.2% |
| Charities | $674M | 12 | 2.8% |
| Reported total | $24.3B | 48 | — |
Types of Clients
Official SEC PDFLoading official Form ADV brochure…