Meketa Investment Group Inc (Westwood)

Name: Meketa Investment Group Inc
Address: 100 Lowder Brook Drive, Westwood, MA, 02090 1150
Telephone: 781.471.3500

Meketa Investment Group Inc is a large advisory firm based in Westwood. It manages $11.41 billion of regulatory assets for 46 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of California, Florida, Illinois, and 3 other states.

Meketa Investment Group provides portfolio management for businesses and institutional clients, pension consulting services, and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Meketa Investment Group: assets under management

The assets under management (AUM) of Meketa Investment Group Inc is $11.41 billion. The firm's AUM has grown by 3866792% since the beginning of its operation, and $19.69 million of the total AUM is attributable to clients outside of the United States.

The firm manages $11.06 billion in discretionary accounts and $346.91 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $251.37 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $173.46 million.

Investments

The firm invests in pooled investment vehicles the most. They account for 57% of the total AUM. The second-largest asset type is investment and business development companies, which make up 15% of the firm’s portfolio. Investments in investment grade corporate bonds form 11% of the total invested assets.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Meketa Investment Group Inc for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients James Edward Meketa serves?

The firm provides services to charitable organizations, corporations or other businesses, pension and profit sharing plans, and state or municipal government entities. The largest group of clients of James Edward Meketa is pension and profit sharing plans with 163 clients and $9.94 billion of assets under management. Among the 10 most similar advisory firms, Meketa Investment Group has the 2nd highest percentage of pension and profit sharing plans out of all clients.

The amount of regulatory assets under management is $11.39 billion for 282 clients. None of the firm’s clients are foreign persons or businesses.

Meketa Investment Group doesn't advise any private funds.

Careers at Meketa Investment Group Inc

The company employs 182 people that are either part- or full-time employees. 71 percent of the employees work as investment advisers or researchers. 7 employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm compensates employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

James Edward Meketa has been acting as President since 1 Dec 1978. Neil Allen Rue joined the executive team most recently as the Managing Principal.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
James Edward Meketa	Managing principal/president/director	1 Dec 1978	50% - 75%	4361091
Alan David Spatrick	Vice president	1 Mar 1980	Other	4361095
Julianne Favor O'brien Larsen	Vice president	1 Sep 1992	Other	4361098
Stephen Patrick Mccourt	Consultant	1 Sep 1994	Other	4632294
Cynthia Oakes Meketa	Not an employee	1 Dec 1997	Other	4361249
Alan David Spatrick	Managing principal/chief compliance officer/director	1 Jun 2001	Other	4361095
Stephen Patrick Mccourt	Managing principal	1 Dec 2002	Other	4632294
Donna Marie Grady	Chief financial officer	1 Nov 2003	Other	4782858
Luigi Buccini	Senior operations analyst	1 Feb 2004	Other	4783119
Luigi Buccini	Chief operating officer	1 Jun 2004	Other	4783119
Peter Scott Woolley	Managing principal	1 Nov 2004	Other	4361117
John Andrew Haggerty	Managing principal	1 Nov 2004	Other	4361123
Frank Edward Benham	Managing principal	1 Sep 2007	Other	5512299
Walter Francis Peters	Principal	1 Dec 2009	Other	3258420
John Joseph Manley	Principal	1 Dec 2009	Other	4473689
Leandro A Festino	Managing principal	1 Jan 2010	Other	5902281
Kellie Coonan	Managing principal	1 Dec 2010	Other	5902423
Timothy G Zayac	Counsel	1 Jan 2011	Other	6175294
Mika Malone	Managing principal	1 Jan 2012	Other	6027890
Mitchell David Dynan	Managing principal	1 Jan 2012	Other	4903329
Edward Grenville Benedict	Managing principal	1 Jan 2012	Other	2833563
Alla Y Barskaya	Director of finance	1 Jan 2012	Other	5188316
Mika Buffington	Principal	1 Jan 2012	Other	6027890
Kunal Shah	Principal	1 Jan 2012	Other	6027944
Marc Alan Fandetti	Senior principal	1 Dec 2012	Other	3096370
Stephen Patrick Mccourt	Co-chief executive officer, director	1 Jan 2015	Other	4632294
Peter Scott Woolley	President, co-chief executive officer, director	1 Jan 2015	Other	4361117
James Edward Meketa	Chairman of the board of directors	1 Aug 2015	25% - 50%	4361091
John Andrew Haggerty	Managing principal, director	1 Aug 2015	Other	4361123
Timothy G Zayac	Chief legal officer	1 Aug 2015	Other	6175294
Ted Louis Disabato	Managing principal	1 Nov 2015	Other	1348374
Kellie Kane	Managing principal, chief operating officer	1 Dec 2015	Other	5902423
Kellie Coonan	Managing principal, chief operating officer	1 Dec 2015	Other	5902423
Neil Allen Rue	Managing principal	1 Mar 2019	Other	1083271
Judith Fae Chambers	Managing principal	1 Mar 2019	Other	3104245
Kay Ruth Ceserani	Managing principal	1 Mar 2019	Other	2870139
Tad Gregory Fergusson	Managing principal	1 Mar 2019	Other	4518023
Christiana Fields	Managing principal	1 Mar 2019	Other	4518002
Allan Robert Emkin	Managing principal, director	1 Mar 2019	Other	4424872

Based in Westwood

The principal office where Meketa Investment Group Inc performs its advisory services is located at 100 Lowder Brook Drive, Westwood, MA 02090 1150, which is also the mailing address of the firm. An additional office of the firm is in Carlsbad, CA. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 781.471.3500 or by fax 781.471.3411. The normal business hours are 8:30 am - 5:30 pm on Monday - Friday. You can find more information about the New York firm at meketagroup.com/ and its LinkedIn profile.