Meketa Fiduciary Management, LLC

Meketa Fiduciary Management, LLC, established in 2014, is a registered investment adviser specializing in providing investment advisory services, including advisory and discretionary services tailored to clients' specific objectives and restrictions. The firm, with approximately $17.4 billion in Regulatory Assets Under Management as of December 31, 2024, offers services to various clients without minimum requirements for an advisory relationship. Fees, subject to negotiation, are based on factors like services scope and complexity, typically ranging from $15,000 to $1.4 million annually or 1.6 to 50 basis points per annum based on assets under management. Clients are billed monthly or quarterly, with fees exclusive of additional costs like brokerage commissions and custodial fees. Meketa's investment strategies focus on long-term policy construction, asset allocation, manager selection and evaluation, and risk mitigation. The firm emphasizes diversification, discipline, and diligence in private market investments, conducting rigorous due diligence on investment opportunities. Clients are advised on the risks associated with private market investments, including liquidity constraints and economic factors. Meketa does not engage in principal or agency cross securities transactions and does not typically vote proxies on behalf of clients. The firm has no disciplinary information and maintains client assets with qualified custodians. Clients receive tailored account reports regularly, and Meketa does not solicit prepayment exceeding $1,200 or have financial conditions impairing its commitments to clients.