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 $8.1 million to $179 million.

Primary location:
Carlsbad, CA
All locations:
MA, IL, CA
Identified clients:
30
Avg client size:
$238 mil revenue
Median client size:
$24 mil revenue

Meketa Investment Group client list

 NameTypeLocation
1San Diego Zoo Wildlife Alliance501(c)(3)San Diego, CA
2Anchorum St Vincent501(c)(3)Santa Fe, NM
3Liuna Training of Michigan501(c)(3)Lansing, MI
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
10Pfaffinger Foundation501(c)(3)Los Angeles, CA
...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 Cambridge Investment Research, Minnesota Life Insurance Company, Benefit Plans Admin Services, Inc., Ubs Financial Services, Inc., Fiduciary Investment Advisors, Segall Bryant and Hamill, Ameriprise Financial Services, Prime Buchholz and Associates, Ubs Financial Services, and Raymond James Financial Services.

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