Meketa Fiduciary Management, Llc
- Regulatory AUM
- $20.1B
- Discretionary
- $19.7B
- Clients
- 44
- Avg AUM / client
- $458M
- Accounts
- 49
- Employees
- 1
AUM over time
Annual snapshots from Form ADV filings · as of Mar 26, 2026
Asset allocation (SMA assets by investment type)
as of Mar 26, 2026Share of SMA assets by investment vehicle type, as filed in Form ADV Item 5.K. Dollar figures are percentages applied to total regulatory AUM.
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| High net worth individuals | Fewer than 5 clients | $14.0M | 0.07% |
| Pension and profit sharing plans | 21 | $16.6B | 82.4% |
| Charitable organizations | 23 | $3.0B | 15.0% |
| State or municipal government entities | Fewer than 5 clients | $62.0M | 0.31% |
| Other | Fewer than 5 clients | $448M | 2.22% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
People (6)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Zaman, Rafi, Uz | Chief Investment Officer, Managing Director | Oct 2014 (12y) | ≈ 7.5% – 25% via Zaman, Llc | |
| Mccourt, Stephen, Patrick | Managing Director | Jan 2015 (12y) | Less than 5% | |
| Woolley, Peter, Scott | Managing Director | Jan 2015 (12y) | Less than 5% | |
| Meketa, James, Edward | Managing Director | May 2015 (11y) | Less than 5% | |
| Zayac, Timothy, George | Chief Legal Officer | Aug 2015 (11y) | Less than 5% | |
| Loprinzi, Mukunda, Boyer | Chief Compliance Officer, Vice President | Jun 2023 (3y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Meketa Investment Group Inc | Member | Oct 2014 | A | 75% or more |
| Zaman, Llc | Member | Oct 2014 | A | 10% – 25% |
Undisclosed: 0% – 15% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Zaman, Rafi, Uz: 75% – 100% of Zaman, Llc × 10% – 25% direct ≈ 7.5% – 25% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (11)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Laborers Pension Trust Fund For Northern California | Board Of Trustees Laborers Pension Trust Fund For Northern California | 20,573 | $5.5B | 06/01/2024 |
| Sheet Metal Workers' Local 100 Washington, D.C. Area Pension Fund | Bd Ttees Sheet Metal Workers' Local 100 Washington | 1,336 | $392M | 04/01/2024 |
| Unite Here Local 25 And Hotel Association Of Washington, Dc Pension Plan | Board Of Trustees Htl. & Rest. Emp. Lo.25&Htl Assn | 5,768 | $357M | 01/01/2024 |
| Pension Fund Of Local No. One Of I. A. T. S. E. | Board Of Trustees, Pension Fund Of Local No. One Of I.A.T.S.E. | 2,260 | $665M | 01/01/2024 |
| Cefcu Retirement Income Plan And Trust | Citizens Equity First Credit Union | 876 | $209M | 01/01/2024 |
| Hormel Foods Corporation Tax Deferred Investment Plan B | Hormel Foods Corporation | 3,221 | $192M | 01/01/2024 |
| Capital Accumulation Plan | Rochelle Foods, Llc | 5,132 | $187M | 01/01/2024 |
| Jennie O Turkey Store Retirement Savings Plan | Jennie O Turkey Store, Inc. | 4,996 | $274M | 01/01/2024 |
| Hormel Foods Corporation Tax Deferred Investment Plan A * | Hormel Foods Corporation | 4,987 | $1.2B | 01/01/2024 |
| Hormel Foods Corporation Joint Earnings Profit Sharing Trust | Hormel Foods Corporation | 4,249 | $424M | 01/01/2024 |
| Airconditioning And Refrigeration Industry Retirement Trust Fund | Board Of Trustees, Airconditioning And Refrigeration | 1,842 | $341M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/26/2026 | 1.03 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- U.S. Bank $10.0B (49% of AUM) Mar 2026
- Northern Trust $2.7B (14% of AUM) Mar 2026
- Empowerment Retirement $2.0B (12% of AUM) Jul 2023
- State Street $2.0B (10% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 26, 2026.
View current Form ADV (SEC/IAPD) ↗