Updated:
Meketa Investment Group
Meketa Investment Group was founded in 1978 and remains independent and employee-owned.
Meketa Investment Group
Meketa Investment Group was founded in 1978 and remains independent and employee-owned. It operates as a full-service investment consulting and advisory firm, not a single-family office, serving institutional clients including public pension plans, corporations, and multiemployer funds. The firm's employee-ownership structure means it is accountable solely to clients, not external shareholders or a single family. The firm provides customized investment solutions spanning asset allocation, manager selection, and portfolio construction across private equity, real estate, private credit, hedge funds, and infrastructure. Meketa also offers fiduciary management (OCIO) services where it assumes discretionary investment authority. The firm's manager research team reviews external investment submissions via a dedicated Manager Contact Form, indicating a fund-of-funds approach that relies on third-party fund managers rather than direct company ownership. Confirmed geographic coverage includes North America and Europe, with offices in Boston (HQ), Chicago, New York, Portland, San Diego, and London. Meketa deploys capital primarily through fund commitments to external managers across buyout, credit, and real estate strategies. Team size and total assets under advisement are not publicly disclosed. The firm maintains a low client-to-consultant ratio and reports relationships dating back to its founding. No recent operational event from the last 24 months was identified from public sources. A structural differentiator is Meketa's range of service models — from traditional non-discretionary consulting to full OCIO mandates — allowing clients to scale involvement based on internal resources. This hybrid architecture, combined with employee ownership, positions the firm as an independent fiduciary rather than a product-driven asset manager.
General information
Firm type
Generic
Year founded
1978
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Westwood
Corporate office
80 University Ave, Westwood, MA 02090, United States
Additional offices
Chicago, IL · London, UK · New York, NY · Portland, OR · Carlsbad, CA
Principals
Lisa Rubin
Director of Marketing
Sector focus
Frequently asked questions
Who makes investment decisions at Meketa Investment Group?
Investment decisions are made by the firm's manager research team and investment consultants. The firm does not publicly name a single CIO or CEO; decision-making is distributed across senior professionals who oversee manager selection, asset allocation, and client portfolios. The firm's employee-owned structure means no external family or corporation controls investment strategy.
Is Meketa structured as a family office or an investment consultant?
Meketa is an independent, employee-owned investment consulting and advisory firm, not a family office. It operates as a fund-of-funds manager and OCIO provider for institutional clients. Its ownership structure and client base distinguish it from single-family or multi-family offices that manage private wealth.
Does Meketa invest directly in companies or through external funds?
Meketa primarily allocates capital through external fund managers. The firm's website directs managers to submit investment opportunities via a Manager Contact Form, indicating a fund-of-funds model. Meketa does not advertise direct co-investments or proprietary deal sourcing in operating companies.
What types of clients does Meketa serve?
Meketa's clients include public pension plans, corporations structuring retirement plans, and multiemployer benefit funds. The firm provides staff support, portfolio construction, and discretionary OCIO services. Client relationships date back to the firm's founding in 1978.
What investment stages and asset classes does Meketa target?
Meketa covers private equity (buyout), private credit, real estate, hedge funds, and infrastructure. The firm does not publicly specify stage preferences within private equity — its focus is on manager selection across vintages and geographies. The firm's research team evaluates managers across a range of strategies.
Where is Meketa headquartered and what is its geographic footprint?
Meketa is headquartered in Westwood, Massachusetts (Boston area), with additional offices in Chicago, New York, Portland (OR), San Diego, and London. This footprint supports clients primarily in North America and Europe.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
Need institutional-grade insight on registered investment advisers?
Altss delivers:
Prefer a guided tour?
We’ll walk you through: