Data / Investment advisers / California / Meketa Fiduciary Management, LLC
Meketa Fiduciary Management, LLC, Carlsbad, CA: $20.1 billion AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Meketa Fiduciary Management, LLC is an SEC registered investment adviser with its main office in Carlsbad, California and reports $20.1 billion in regulatory assets under management in its Form ADV filed March 26, 2026. Its clients include pension and profit sharing plans, charitable organizations and state and municipal governments. It is paid through a percentage of assets under management and fixed fees.
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- Registration
- SEC registered investment adviser
- CRD number
- 323605
- SEC file number
- 801-126961
- SEC status
- Approved, effective December 2, 2022
- Main office
- 5796 Armada Drive Suite 110, Carlsbad, CA 92008
- Phone
- (760) 795-3450
- Website
- meketa.com
- Regulatory AUM
- $20,144,000,000 in the Form ADV filed March 26, 2026
- Discretionary AUM
- $19,661,000,000
- Non discretionary AUM
- $483,000,000
- Accounts
- 49
- Employees
- 1, of which 1 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, fixed fees
- Other offices
- 5
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 26, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Pension and profit sharing plans | 21 | $16.60 billion |
| Charitable organizations | 23 | $3.02 billion |
| State or municipal government entities | Fewer than 5 | $62 million |
| High net worth individuals | Fewer than 5 | $14 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $20.14 billion | March 26, 2026 |
| December 1, 2025 | $17.44 billion | March 20, 2025 |
Other advisers in Carlsbad
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Axxcess Wealth Management, LLC | Carlsbad | $8.88 billion | Not listed | adviserinfo.sec.gov |
| Resource Capital Investment Corporation | Carlsbad | $3.71 billion | 14 | adviserinfo.sec.gov |
| Intelligence Driven Advisers, LLC | Carlsbad | $881.9 million | Not listed | adviserinfo.sec.gov |
| Financial Focus LLC | Carlsbad | $800 million | Not listed | adviserinfo.sec.gov |
| MKT Advisors LLC | Carlsbad | $463.7 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Carlsbad, CA
- Investment advisers in California
- Advisers with $10 billion to $100 billion in AUM
- Advisers serving pension and profit sharing plans
- Advisers serving charitable organizations
- Meketa Fiduciary Management, LLC on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.