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, New York, and Massachusetts (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 $9.7 million to $224 million.
| Name | Type | Location | |||
|---|---|---|---|---|---|
| 1 | San Diego Zoo Wildlife Alliance | 501(c)(3) | San Diego, CA | ||
| 2 | Pfaffinger Foundation | 501(c)(3) | Los Angeles, CA | ||
| 3 | Anchorum St Vincent | 501(c)(3) | Santa Fe, NM | ||
| 4 | LIUNA Training of Michigan | 501(c)(3) | Lansing, MI | ||
| 5 | Massachusetts Laborers' Health and Welfare Fund | 501(c)(9) | Burlington, MA | ||
| 6 | Plumbers Local Union No 1 Welfare Fund | 501(c)(9) | Long Island City, NY | ||
| 7 | Airconditioning and Refrigeration Industry Health and Welfare Trust | 501(c)(9) | Orange, CA | ||
| 8 | Iupat DC35 | 501(c)(9) | Roslindale, MA | ||
| 9 | Ironworkers District Council of New England Health & Welfare Fund | 501(c)(9) | Dorchester, MA | ||
| 10 | New York State Teamsters Council Health and Hospital Fund | 501(c)(5) | Syracuse, NY | ||
| ... | and 21 more Meketa Investment Group not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to Meketa Investment Group in the nonprofit sector include Fiduciary Investment Advisors, Benefit Plans Admin Services, Inc., Ubs Financial Services, Inc., Prime Buchholz and Associates, Segall Bryant and Hamill, Ubs Financial Services, Cambridge Investment Research, Northwestern Mutual Investment Serv, Ameriprise Financial Services, and Raymond James Financial Services.
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