Data / Investment advisers / Massachusetts / Meketa Investment Group Inc
Meketa Investment Group Inc, Westwood, MA: $10 billion AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Meketa Investment Group Inc is an SEC registered investment adviser with its main office in Westwood, Massachusetts and reports $10 billion in regulatory assets under management in its Form ADV filed August 10, 2026. Its clients include pension and profit sharing plans, state and municipal governments and investment companies. It is paid through a percentage of assets under management, hourly charges and fixed fees. It advises 1 private fund.
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- Registration
- SEC registered investment adviser
- CRD number
- 110601
- SEC file number
- 801-14519
- SEC status
- Approved, effective April 19, 1979
- Main office
- 80 University Ave, Westwood, MA 02090
- Phone
- (781) 471-3500
- Website
- meketa.com
- Regulatory AUM
- $9,992,100,000 in the Form ADV filed August 10, 2026
- Discretionary AUM
- $8,854,100,000
- Non discretionary AUM
- $1,138,000,000
- Accounts
- 27
- Employees
- 248, of which 118 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management, hourly charges, fixed fees
- Private funds
- 1: 1 private equity fund
- Gross assets of private funds
- $205,100,000
- Other offices
- 5
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- August 10, 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 | 145 | $6.84 billion |
| State or municipal government entities | 125 | $2.21 billion |
| Investment companies | 1 | $454 million |
| Charitable organizations | 32 | $279 million |
| Pooled investment vehicles | 1 | $205.1 million |
| Corporations or other businesses | 12 | Not listed |
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 | $9.99 billion | March 26, 2026 |
| December 1, 2025 | $11.41 billion | March 25, 2025 |
Other advisers in Massachusetts
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Shepherd Kaplan Krochuk, LLC | Boston | $10.88 billion | 58 | adviserinfo.sec.gov |
| Webster Equity Partners, L.P. | Waltham | $10.31 billion | 27 | adviserinfo.sec.gov |
| Shepherd Kaplan LLC | Boston | $10.16 billion | Not listed | adviserinfo.sec.gov |
| Choate Investment Advisors | Boston | $10.05 billion | 3 | adviserinfo.sec.gov |
| Bain Capital Real Estate, LP | Boston | $10.00 billion | 23 | adviserinfo.sec.gov |
| Welch & Forbes LLC | Boston | $9.90 billion | 2 | adviserinfo.sec.gov |
| Bain Capital Ventures, LP | Boston | $9.84 billion | 20 | adviserinfo.sec.gov |
| F L Putnam Investment Management Co. | Lynnfield | $9.72 billion | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Massachusetts
- Advisers with $1 billion to $10 billion in AUM
- Advisers serving pension and profit sharing plans
- Advisers serving state and municipal governments
- Advisers that manage private funds
- Meketa Investment Group Inc 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.