Clientele fit Makena targets sophisticated institutional clients such as endowments, foundations, family offices, pensions and sovereign wealth funds. This indicates sales opportunities centered on discretionary access, bespoke alpha-generating strategies, and robust risk management capabilities that appeal to long-horizon investors seeking diversification through alternatives.

AUM growth With reported revenue in the high hundreds of millions and a focus on alternative and private asset strategies, there is potential to expand product suites, co-investment structures, and added-value services to scale assets under management among existing clients and attract new multi-generational funds.

Strategic leadership The founder’s Stanford Management lineage and board appointment signals strong governance and credibility in institutional circles. Sales efforts can leverage this pedigree to position Makena as a trusted partner for mandate-driven investments and complex, scalable portfolios.

Tech-enabled service Reliance on cloud and web technologies suggests opportunities to upsell in areas like client experience platforms, reporting automation, and data-driven ROIs, while also highlighting comfort with modern, scalable infrastructure for large clients seeking transparent, real-time analytics.

Geographic focus Headquartered in Menlo Park with Silicon Valley roots implies proximity to major US institutional buyers and talent pools. This can enable targeted outreach to West Coast endowments and foundations, as well as potential expansion into other major private markets leveraging existing relationships and performance track record.