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.
Direct Owners & Executives
Source: Form ADV- Reported since
- 08/2015
- Type
- Individual
- Control person
- Yes
- Ownership
- 10% but less than 25%
- Reported since
- 01/2015
- Type
- Individual
- Control person
- Yes
- Ownership
- 10% but less than 25%
- Reported since
- 01/2015
- Type
- Individual
- Control person
- Yes
- Ownership
- 10% but less than 25%
- Reported since
- 08/2015
- Type
- Individual
- Control person
- No
- Ownership
- 5% but less than 10%
- Reported since
- 01/2010
- Type
- Individual
- Control person
- Yes
- Ownership
- Less than 5%
- Reported since
- 01/2012
- Type
- Individual
- Control person
- Yes
- Ownership
- Less than 5%
- Reported since
- 08/2015
- Type
- Individual
- Control person
- Yes
- Ownership
- Less than 5%
- Reported since
- 03/2019
- Type
- Individual
- Control person
- Yes
- Ownership
- Less than 5%
- Reported since
- 03/2019
- Type
- Individual
- Control person
- Yes
- Ownership
- Less than 5%
- Reported since
- 03/2019
- Type
- Individual
- Control person
- No
- Ownership
- 5% but less than 10%
- Reported since
- 06/2023
- Type
- Individual
- Control person
- Yes
- Ownership
- Less than 5%
| Name | Title | Reported since | Type | Control person | Ownership |
|---|---|---|---|---|---|
| James Edward Meketa | Chairman Of The Board Of Directors | 08/2015 | Individual | Yes | 10% but less than 25% |
| Stephen Patrick Mccourt | Co-Chief Executive Officer, Director | 01/2015 | Individual | Yes | 10% but less than 25% |
| Peter Scott Woolley | Co-Chief Executive Officer, Director | 01/2015 | Individual | Yes | 10% but less than 25% |
| John Andrew Haggerty | Managing Principal, Director | 08/2015 | Individual | No | 5% but less than 10% |
| Leandro Anibal Festino | Managing Principal, Director | 01/2010 | Individual | Yes | Less than 5% |
| Mika Lynne Malone | Managing Principal, Director | 01/2012 | Individual | Yes | Less than 5% |
| Timothy George Zayac | Chief Legal Officer | 08/2015 | Individual | Yes | Less than 5% |
| Judith Fae Chambers | Managing Principal, Director | 03/2019 | Individual | Yes | Less than 5% |
| Christiana Leigh Fields | Managing Principal, Director | 03/2019 | Individual | Yes | Less than 5% |
| Allan Robert Emkin | Managing Principal | 03/2019 | Individual | No | 5% but less than 10% |
| Mukunda Boyer Loprinzi | Chief Compliance Officer, Senior Vice President | 06/2023 | Individual | Yes | Less than 5% |
Indirect Ownership
Source: Form ADVNo indirect ownership records were reported.
Owners & Executives
Source: Form ADVJE
James Edward Meketa
Chairman Of The Board Of Directors
SP
Stephen Patrick Mccourt
Co-Chief Executive Officer, Director
PS
Peter Scott Woolley
Co-Chief Executive Officer, Director
JA
John Andrew Haggerty
Managing Principal, Director
LA
Leandro Anibal Festino
Managing Principal, Director
ML
Mika Lynne Malone
Managing Principal, Director
Names and titles are shown as reported in Form ADV.
Ownership & Governance
Direct owners & executives11
Indirect ownership records0
Regulatory statusSEC registered investment adviser
SEC registration dateApr 19, 1979
CRD number110601