Cause IQ vendor profile

Meketa Investment Group


Meketa Investment Group is a firm that provides financial advisor, investment management, consulting services, and fiduciary trustee to nonprofit clients. They primarily provide their services regionally, with most clients in California, Massachusetts, and New York (although they are present in other states as well).

Most Meketa Investment Group clients are health and welfare funds and grantmaking foundations with revenues ranging from $10 million to $176 million.

Primary location:
Carlsbad, CA
All locations:
MA, CA, IL
Identified clients:
30
Avg client size:
$251 mil revenue
Median client size:
$26 mil revenue

Meketa Investment Group client list

 NameTypeLocation
1San Diego Zoo Wildlife Alliance501(c)(3)San Diego, CA
2Liuna Training of Michigan501(c)(3)Lansing, MI
3Anchorum St Vincent501(c)(3)Santa Fe, NM
4Massachusetts Laborers' Health and Welfare Fund501(c)(9)Burlington, MA
5Plumbers Local Union No 1 Welfare Fund501(c)(9)Long Island City, NY
6Airconditioning and Refrigeration Industry Health and Welfare Trust501(c)(9)Orange, CA
7Ironworkers District Council of New England Health & Welfare Fund501(c)(9)Dorchester, MA
8Iupat DC35501(c)(9)Roslindale, MA
9New York State Teamsters Council Health and Hospital Fund501(c)(5)Syracuse, NY
10North Penn Community Health Foundation (NPCHF)501(c)(3)Colmar, PA
...and 20 more Meketa Investment Group not-for-profit tax-exempt clients identified by Cause IQ

Meketa Investment Group competitors

Competitors to Meketa Investment Group in the nonprofit sector include Dimeo Schneider, M&T Bank, Newport Trust Company, Sageview Advisory Group, LLC, Vanguard Group, Inc., Sei Investments, Bank Of New York Mellon, RBC Wealth Management, Ubs Financial Services Inc, and Alerus Financial, N.a..

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