Meketa Fiduciary Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Carlsbad, CA. Its latest Form ADV filing, dated March 26, 2026, reports $20.1B in regulatory assets under management, 1 employee, 5 offices, and 49 accounts.
Assets Under Management
$20.1B
Employees
1
Offices
5 offices
Total Clients
44
Primary office
CARLSBAD, CA
5796 ARMADA DRIVE, SUITE 110, CARLSBAD, CA, United States
Top client segmentCharitable represent 52.3% of total clients.
Top client categories% of clientsClients
1
Charitable
52.3%
23
2
Pension Plans
47.7%
21
Categories with <5 clients
High net worth individuals (HNWI)<5 clients
State or municipal government entities (including govt. pension plans)<5 clients
Other categories<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$20.1Bas of March 26, 2026
Discretionary97.6%
$19.7B
98% of total RAUM97.6%
Non-discretionary2.4%
$483M
2% of total RAUM2.4%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$20.1B
Total Accounts49
10Y AUM Change+$4.9B (+32.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees1
Clients per Employee44:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.