Meketa Fiduciary Management, LLC
● SEC registered since 2022CRD 323605SEC# 801-126961Carlsbad, CA
Reg. AUM
$20.14B
Employees
1
Accounts
49
Location
Carlsbad, CA
Meketa Fiduciary Management, LLC assets under management
Meketa Fiduciary Management, LLC is an investment advisory firm registered with the SEC based in Carlsbad, CA. The firm has been registered since 2022. It reports $20.1 billion in regulatory assets under management and employs 1 people.
Meketa Fiduciary Management, LLC owners & executives
9 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| James Edward Meketa Control | Managing Director | Under 5% | 2015 |
| Meketa Investment Group Inc Control | Member | Over 75% | 2014 |
| Mukunda Boyer Loprinzi Control | Chief Compliance Officer, Senior Vice President | Under 5% | 2023 |
| Peter Scott Woolley Control | Managing Director | Under 5% | 2015 |
| Rafi Uz Zaman Control | Chief Investment Officer, Managing Director | Under 5% | 2014 |
| Stephen Patrick McCourt Control | Managing Director | Under 5% | 2015 |
| Timothy George Zayac Control | Chief Legal Officer | Under 5% | 2015 |
| Zaman, LLC Control | Member | 10-25% | 2014 |
| Rafi Uz Zaman Control | Sole Member | Over 75% | 2015 |
Frequently asked questions
How much does Meketa Fiduciary Management, LLC manage?
Meketa Fiduciary Management, LLC reports $20.1 billion in regulatory assets under management on its Form ADV.
How many employees does Meketa Fiduciary Management, LLC have?
Meketa Fiduciary Management, LLC reports 1 employees.
Where is Meketa Fiduciary Management, LLC located?
Meketa Fiduciary Management, LLC is based in Carlsbad, CA and has been SEC-registered since 2022.
Does Meketa Fiduciary Management, LLC disclose fund performance?
Meketa Fiduciary Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 5796 Armada Drive, Suite 110, Carlsbad, CA 92008 |
| Phone | 760.795.3450 |
| Fax | 760.795.3455 |
| Office hours | 8:30-5:30 |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$20.14B▲ 16%
Mar '25Form ADV, monthlyJul '26
How this firm compares
Regulatory AUMTop 5%
Larger than 95% of 16,306 advisers
EmployeesTop 94%
More than 6% of 16,824 advisers
Assets under management
$20.14Bregulatory AUM
Discretionary $19.66BNon-discretionary $483M