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 $8.5 million to $186 million.

Primary location:
Carlsbad, CA
All locations:
IL, MA, CA
Identified clients:
30
Avg client size:
$231 mil revenue
Median client size:
$25 mil revenue

Meketa Investment Group client list

 NameTypeLocation
1San Diego Zoo Wildlife Alliance501(c)(3)San Diego, CA
2Pfaffinger Foundation501(c)(3)Los Angeles, CA
3Anchorum St Vincent501(c)(3)Santa Fe, NM
4Liuna Training of Michigan501(c)(3)Lansing, MI
5Massachusetts Laborers' Health and Welfare Fund501(c)(9)Burlington, MA
6Plumbers Local Union No 1 Welfare Fund501(c)(9)Long Island City, NY
7Airconditioning and Refrigeration Industry Health and Welfare Trust501(c)(9)Orange, CA
8Ironworkers District Council of New England Health & Welfare Fund501(c)(9)Dorchester, MA
9Iupat DC35501(c)(9)Roslindale, MA
10New York State Teamsters Council Health and Hospital Fund501(c)(5)Syracuse, NY
...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, Fiduciary Investment Advisors, Minnesota Life Insurance Company, Ameriprise Financial Services, Benefit Plans Admin Services, Inc., Ubs Financial Services, Inc., Segall Bryant and Hamill, Raymond James Financial Services, RBC Capital Markets, and Prime Buchholz and Associates.

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