Meketa Investment Group Inc
Alpha Nasdaq OCIO Indices - ContributorWESTWOOD, MA
Form ADV and provider website profile · CRD 110601 · regulatory data as of Aug 10, 2026
This profile compiles reported firm AUM, regulatory account counts, ownership information, and source-linked regulatory records for Meketa Investment Group Inc. Firm-wide values may include business beyond OCIO services; review the linked filing before relying on a claim. How to interpret OCIO Intelligence data.
$10.0BReported Firm AUMReported Firm AUMTotal assets under management reported for the registered advisory firm. This may include businesses beyond its OCIO services.
27Total AccountsTotal AccountsTotal regulatory accounts reported in Form ADV Item 5.F. This is not necessarily the number of OCIO mandates or unique clients.
$8.9BDiscretionary AUMDiscretionary AUMFirm assets reported as discretionary, where the adviser generally has authority to make investment decisions within the client mandate.
$1.1BNon-discretionary AUMNon-discretionary AUMFirm assets reported as non-discretionary, where the client generally retains final investment decision authority.
$10.0BTotal Firm AUM
$8.9BDiscretionary AUM
$1.1BNon-discretionary AUM
27Total accounts
23Discretionary accounts
4Non-discretionary accounts
Client Mix by Firm AUM
$10.0BFirm AUM
Retirement Plans68.5%
Municipalities22.1%
Investment companies4.5%
Charities2.8%
Other Pooled Vehicles2.1%
Corporations0.0%
Reported Client Types
Source: Form ADV client recordsRetirement Plans68.5%
145 clients$6.8B firm assets
Municipalities22.1%
125 clients$2.2B firm assets
Investment companies4.5%
1 clients$454M firm assets
Charities2.8%
32 clients$279M firm assets
Other Pooled Vehicles2.1%
1 clients$205M firm assets
Corporations0.0%
12 clients$0 firm assets
Reported total316 clients
| Client type | Firm assets | Clients | AUM share |
|---|---|---|---|
| Retirement Plans | $6.8B | 145 | 68.5% |
| Municipalities | $2.2B | 125 | 22.1% |
| Investment companies | $454M | 1 | 4.5% |
| Charities | $279M | 32 | 2.8% |
| Other Pooled Vehicles | $205M | 1 | 2.1% |
| Corporations | $0 | 12 | 0.0% |
| Reported total | $10.0B | 316 | — |
Types of Clients
Official SEC PDFLoading official Form ADV brochure…