Insights

Niche Market Focus Meketa Fiduciary Management specializes in tailored discretionary investment services, presenting an opportunity to offer complementary tools or services that enhance personalized asset management and client reporting capabilities.

Growing Revenue Range With an estimated revenue between one million and ten million dollars, Meketa shows potential for expansion and increased investment in technology, analytics, or operational support to scale their customized service offerings.

Boutique Firm Appeal As a small, employee-owned firm with 2-10 employees, Meketa values personalized service, making it a suitable partner for specialized financial technologies, consulting services, or employee engagement solutions that align with their client-centric approach.

Technology Stack Compatibility Utilizing common web technologies such as WordPress and jQuery, Meketa may be receptive to digital solutions that streamline client reporting, website engagement, or interactive portfolio management tools tailored for fiduciary investment services.

Industry Positioning Operating within the competitive investment management sector alongside firms like Cambridge Associates and StepStone Group, Meketa offers an entry point for services that enhance fiduciary risk management, compliance, and strategic asset allocation consulting.

Meketa Fiduciary Management Tech Stack

Meketa Fiduciary Management uses 5 technology products and services including WordPress, Google Fonts API, Twemoji, and more. Explore Meketa Fiduciary Management's tech stack below.

  • WordPress
    Content Management System
  • Google Fonts API
    Font Scripts
  • Twemoji
    Font Scripts
  • jQuery
    Javascript Libraries
  • PHP
    Programming Languages

Media & News

Meketa Fiduciary Management's Email Address Formats

Meketa Fiduciary Management uses at least 1 format(s):
Meketa Fiduciary Management Email FormatsExamplePercentage
FLast@meketafm.comJDoe@meketafm.com
50%
FLast@meketafm.comJDoe@meketafm.com
50%

Frequently Asked Questions

Where is Meketa Fiduciary Management's headquarters located?

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Meketa Fiduciary Management's main headquarters is located at Carlsbad, California United States. The company has employees across 1 continents, including North America.

What is Meketa Fiduciary Management's official website and social media links?

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Meketa Fiduciary Management's official website is meketafm.com and has social profiles on LinkedIn.

What is Meketa Fiduciary Management's NAICS code?

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Meketa Fiduciary Management's NAICS code is 5239 - Other Financial Investment Activities.

How many employees does Meketa Fiduciary Management have currently?

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As of February 2026, Meketa Fiduciary Management has approximately 2 employees across 1 continents, including North America. Key team members include Chief Investment Officer: R. Z.: C. P.: J. K.. Explore Meketa Fiduciary Management's employee directory with LeadIQ.

What industry does Meketa Fiduciary Management belong to?

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Meketa Fiduciary Management operates in the Investment Management industry.

What technology does Meketa Fiduciary Management use?

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Meketa Fiduciary Management's tech stack includes WordPressGoogle Fonts APITwemojijQueryPHP.

What is Meketa Fiduciary Management's email format?

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Meketa Fiduciary Management's email format typically follows the pattern of FLast@meketafm.com. Find more Meketa Fiduciary Management email formats with LeadIQ.

Meketa Fiduciary Management

Investment ManagementCalifornia, United States2-10 Employees

Meketa Fiduciary Management, a subsidiary of Meketa Investment Group, is focused exclusively on discretionary investment services. We offer a fully customizable discretionary solution, specifically tailored to each individual client’s needs and circumstances.  Our services include asset allocation, manager selection, asset/liability modeling, liquidity studies, risk measurement/ monitoring, manager guidelines, manager hiring/firing, fee negotiations, client reporting, rebalancing, executing asset transfers, and other services with client approval.

Meketa Investment Group is an employee-owned full service investment consulting and advisory firm incorporated in 1978.  In 2006, Meketa Investment Group began managing client portfolios as a discretionary advisor. In 2014, Meketa Fiduciary Management was created to focus exclusively on discretionary investment services.

Additional information is available at www.meketafm.com.

Section iconCompany Overview

Headquarters
Carlsbad, California United States
NAICS Code
5239 - Other Financial Investment Activities
Employees
2-10

Section iconMedia & News

Section iconFunding & Financials

  • $1M$10M

    Meketa Fiduciary Management's revenue is estimated to be in the range of $1M$10M

Section iconFunding & Financials

  • $1M$10M

    Meketa Fiduciary Management's revenue is estimated to be in the range of $1M$10M

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