RIA Intelligence

MEKETA FIDUCIARY MANAGEMENT, LLC

CRD #323605 SEC #801-126961 CARLSBAD, CA 760.795.3450
SEC Registered
Total AUM
$17.4B
Discretionary
$17B
Employees
1
Clients
--
Accounts
48

Firm Details

Organization Type
Limited Liability Company
State of Formation
Delaware
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Mar 20, 2025
Branch Offices
5

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
ANCHICH-WOOD, TAMMY, RENEIMANAGING PRINCIPAL, CHIEF MARKETING OFFICERNA Control
ANCHICH-WOOD, TAMMY, RENEIMANAGING PRINCIPAL, CHIEF MARKETING OFFICERNA Control
ANCHICH-WOOD, TAMMY, RENEIMANAGING PRINCIPAL, CHIEF MARKETING OFFICERNA Control
ANCHICH-WOOD, TAMMY, RENEIMANAGING PRINCIPAL, CHIEF MARKETING OFFICERNA Control
CRESSMAN, ERIC, PETERIMANAGING PRINCIPAL, CHIEF COMPLIANCE OFFICER, DIRECTOR OF FINANCENA Control
Loprinzi, Mukunda, BoyerICHIEF COMPLIANCE OFFICER, VICE PRESIDENTNA Control
Loprinzi, Mukunda, BoyerICHIEF COMPLIANCE OFFICER, VICE PRESIDENTNA Control
Loprinzi, Mukunda, BoyerICHIEF COMPLIANCE OFFICER, SENIOR VICE PRESIDENTNA Control
MCCOURT, STEPHEN, PATRICKIMANAGING DIRECTORNA Control
MCCOURT, STEPHEN, PATRICKIMANAGING DIRECTORNA Control
MCCOURT, STEPHEN, PATRICKIMANAGING DIRECTORNA Control
MCCOURT, STEPHEN, PATRICKIMANAGING DIRECTORNA Control
MCCOURT, STEPHEN, PATRICKIMANAGING DIRECTORNA Control
MCCOURT, STEPHEN, PATRICKIMANAGING DIRECTORNA Control
MCCOURT, STEPHEN, PATRICKIMANAGING DIRECTORNA Control
MCCOURT, STEPHEN, PATRICKIMANAGING DIRECTORNA Control
MCCOURT, STEPHEN, PATRICKIMANAGING DIRECTORNA Control
MEKETA, JAMES, EDWARDIMANAGING DIRECTORNA Control
MEKETA, JAMES, EDWARDIMANAGING DIRECTORNA Control
MEKETA, JAMES, EDWARDIMANAGING DIRECTORNA Control
MEKETA, JAMES, EDWARDIMANAGING DIRECTORNA Control
MEKETA, JAMES, EDWARDIMANAGING DIRECTORNA Control
MEKETA, JAMES, EDWARDIMANAGING DIRECTORNA Control
MEKETA, JAMES, EDWARDIMANAGING DIRECTORNA Control
MEKETA, JAMES, EDWARDIMANAGING DIRECTORNA Control
MEKETA, JAMES, EDWARDIMANAGING DIRECTORNA Control
SPATRICK, ALAN, DAVIDICHIEF COMPLIANCE OFFICERNA Control
SPATRICK, ALAN, DAVIDICHIEF COMPLIANCE OFFICERNA Control
SPATRICK, ALAN, DAVIDICHIEF COMPLIANCE OFFICERNA Control
SPATRICK, ALAN, DAVIDICHIEF COMPLIANCE OFFICERNA Control
SPATRICK, ALAN, DAVIDICHIEF COMPLIANCE OFFICERNA Control
WOOLLEY, PETER, SCOTTIMANAGING DIRECTORNA Control
WOOLLEY, PETER, SCOTTIMANAGING DIRECTORNA Control
WOOLLEY, PETER, SCOTTIMANAGING DIRECTORNA Control
WOOLLEY, PETER, SCOTTIMANAGING DIRECTORNA Control
WOOLLEY, PETER, SCOTTIMANAGING DIRECTORNA Control
WOOLLEY, PETER, SCOTTIMANAGING DIRECTORNA Control
WOOLLEY, PETER, SCOTTIMANAGING DIRECTORNA Control
WOOLLEY, PETER, SCOTTIMANAGING DIRECTORNA Control
WOOLLEY, PETER, SCOTTIMANAGING DIRECTORNA Control
ZAMAN, RAFI, UZICHIEF INVESTMENT OFFICER, MANAGING DIRECTORNA Control
ZAMAN, RAFI, UZICHIEF INVESTMENT OFFICER, MANAGING DIRECTORNA Control
ZAMAN, RAFI, UZICHIEF INVESTMENT OFFICER, MANAGING DIRECTORNA Control
ZAMAN, RAFI, UZICHIEF INVESTMENT OFFICER, MANAGING DIRECTORNA Control
ZAMAN, RAFI, UZICHIEF INVESTMENT OFFICER, MANAGING DIRECTORNA Control
ZAMAN, RAFI, UZICHIEF INVESTMENT OFFICER, MANAGING DIRECTORNA Control
ZAMAN, RAFI, UZICHIEF INVESTMENT OFFICER, MANAGING DIRECTORNA Control
ZAMAN, RAFI, UZICHIEF INVESTMENT OFFICER, MANAGING DIRECTORNA Control
ZAMAN, RAFI, UZICHIEF INVESTMENT OFFICER, MANAGING DIRECTORNA Control
ZAYAC, TIMOTHY, GICHIEF LEGAL OFFICERNA Control
ZAYAC, TIMOTHY, GICHIEF LEGAL OFFICERNA Control
ZAYAC, TIMOTHY, GICHIEF LEGAL OFFICERNA Control
ZAYAC, TIMOTHY, GEORGEICHIEF LEGAL OFFICERNA Control
ZAYAC, TIMOTHY, GEORGEICHIEF LEGAL OFFICERNA Control
ZAYAC, TIMOTHY, GEORGEICHIEF LEGAL OFFICERNA Control
ZAYAC, TIMOTHY, GEORGEICHIEF LEGAL OFFICERNA Control
ZAYAC, TIMOTHY, GEORGEICHIEF LEGAL OFFICERNA Control
ZAYAC, TIMOTHY, GEORGEICHIEF LEGAL OFFICERNA Control
MEKETA INVESTMENT GROUP INCDEMEMBERE Control
MEKETA INVESTMENT GROUP INCDEMEMBERE Control
MEKETA INVESTMENT GROUP INCDEMEMBERE Control
MEKETA INVESTMENT GROUP INCDEMEMBERE Control
MEKETA INVESTMENT GROUP INCDEMEMBERE Control
MEKETA INVESTMENT GROUP INCDEMEMBERE Control
MEKETA INVESTMENT GROUP INCDEMEMBERE Control
MEKETA INVESTMENT GROUP INCDEMEMBERE Control
MEKETA INVESTMENT GROUP INCDEMEMBERE Control
ZAMAN, LLCDEMEMBERB Control
ZAMAN, LLCDEMEMBERB Control
ZAMAN, LLCDEMEMBERB Control
ZAMAN, LLCDEMEMBERB Control
ZAMAN, LLCDEMEMBERB Control
ZAMAN, LLCDEMEMBERB Control
ZAMAN, LLCDEMEMBERB Control
ZAMAN, LLCDEMEMBERB Control
ZAMAN, LLCDEMEMBERB Control

Indirect Owners (Schedule B)

NameTypeEntityOwnershipControl
ZAMAN, RAFI, UZIZAMAN, LLCE Control
ZAMAN, RAFI, UZIZAMAN, LLCE Control
ZAMAN, RAFI, UZIZAMAN, LLCE Control
ZAMAN, RAFI, UZIZAMAN, LLCE Control
ZAMAN, RAFI, UZIZAMAN, LLCE Control
ZAMAN, RAFI, UZIZAMAN, LLCE Control
ZAMAN, RAFI, UZIZAMAN, LLCE Control
ZAMAN, RAFI, UZIZAMAN, LLCE Control

Registrations

Federal

IA
Mar 20, 2025 REGISTERED

Notice Filings (6)

CA FL IL MA NY OR

Address

5796 ARMADA DRIVE
SUITE 110
CARLSBAD, CA 92008
United States
Phone: 760.795.3450