Domestic entity
EntityMAKENA CAPITAL HOLDINGS, L.P.StatusGENERAL PARTNERReported since01/2020OwnershipOther (general partner, trustee, or elected manager)Control personYes
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.
Direct Owners & Executives
Source: Form ADV- Reported since
- 09/2011
- Type
- Individual
- Control person
- Yes
- Ownership
- Less than 5%
- Reported since
- 01/2015
- Type
- Individual
- Control person
- Yes
- Ownership
- Less than 5%
- Reported since
- 01/2011
- Type
- Individual
- Control person
- Yes
- Ownership
- 5% but less than 10%
- Reported since
- 01/2015
- Type
- Individual
- Control person
- Yes
- Ownership
- 5% but less than 10%
- Reported since
- 01/2020
- Type
- Domestic entity
- Control person
- Yes
- Ownership
- 75% or more
- Reported since
- 01/2017
- Type
- Individual
- Control person
- No
- Ownership
- 5% but less than 10%
- Reported since
- 01/2019
- Type
- Individual
- Control person
- No
- Ownership
- Less than 5%
- Reported since
- 01/2017
- Type
- Individual
- Control person
- No
- Ownership
- 5% but less than 10%
- Reported since
- 01/2015
- Type
- Individual
- Control person
- No
- Ownership
- 5% but less than 10%
- Reported since
- 01/2018
- Type
- Individual
- Control person
- No
- Ownership
- Less than 5%
- Reported since
- 01/2023
- Type
- Individual
- Control person
- No
- Ownership
- Less than 5%
| Name | Title | Reported since | Type | Control person | Ownership |
|---|---|---|---|---|---|
| William Leon Mcgrath | Chief Compliance Officer, General Counsel & Managing Director | 09/2011 | Individual | Yes | Less than 5% |
| Mike Tremmel | Chief Financial Officer & Managing Director | 01/2015 | Individual | Yes | Less than 5% |
| Luke John Proskine | Managing Director | 01/2011 | Individual | Yes | 5% but less than 10% |
| Brian Lee Rodde | Managing Director | 01/2015 | Individual | Yes | 5% but less than 10% |
| L.P. Makena Capital Holdings | Member | 01/2020 | Domestic entity | Yes | 75% or more |
| Lara Dolan Banks | Managing Director | 01/2017 | Individual | No | 5% but less than 10% |
| Kia Moayed Ghorashi | Managing Director | 01/2019 | Individual | No | Less than 5% |
| Jackson Jacob Garton | Managing Director & Chief Investment Officer | 01/2017 | Individual | No | 5% but less than 10% |
| Joseph Paul Dekker | Managing Director | 01/2015 | Individual | No | 5% but less than 10% |
| Joseph Meade Magher | Managing Director | 01/2018 | Individual | No | Less than 5% |
| Jonathan Van Gorp | Managing Director | 01/2023 | Individual | No | Less than 5% |
Indirect Ownership
Source: Form ADVOwners & Executives
Source: Form ADVWL
William Leon Mcgrath
Chief Compliance Officer, General Counsel & Managing Director
MT
Mike Tremmel
Chief Financial Officer & Managing Director
LJ
Luke John Proskine
Managing Director
BL
Brian Lee Rodde
Managing Director
LD
Lara Dolan Banks
Managing Director
KM
Kia Moayed Ghorashi
Managing Director
Names and titles are shown as reported in Form ADV.
Ownership & Governance
Direct owners & executives11
Indirect ownership records1
Regulatory statusSEC registered investment adviser
SEC registration dateMar 30, 2012
CRD number156855