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OCIO / Wealth RIA SEC Form ADV 7.B Roadshow Hub: Carlsbad, CA HQ: Carlsbad, CA

Meketa Fiduciary Management

$19.7B Total AUM · Institutional LP profile covering 26 historical fund disclosure records ($1.32B parsed USD across disclosed rows) across disclosed strategy exposure in Buyout, Private Credit, Venture Capital, Real Estate, Growth Equity (investment geography mandates are evaluated separately from LP headquarters). 5 complete primary source trails are open below without registration.

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Disclosed Records
26
5 Open Source Trails Below
Sum of Disclosed Rows
$1.32B
Total AUM: $19.7B
Median Disclosed Amount
$55.5M
Range: $8.0M – $101.3M
Disclosed Fund Multiples
IRR / TVPI Not Disclosed (0/26)
2 Gatekeepers · 5 Disclosed Strategies
SEC Form ADV Section 7.B Disclosure Note: Form ADV Schedule D Section 7.B.(1) lists private funds advised or managed by the registered investment adviser (reporting gross asset value) rather than necessarily direct proprietary balance-sheet LP commitments, and Form ADV does not disclose fund-level Net IRR, TVPI, or DPI.

Historical Fund Disclosures — Meketa Fiduciary Management

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 26 total tracked records (+21 gated pilot rows). Click Inspect Source on any row to view field-level substantiation, table headers/units, and archived page excerpts without login.

Disclosed Fund / Vehicle Strategy Fund Vintage Advised Vehicle GAV Disclosed Performance Primary Source Trail
Drake Real Estate Partners Fund IVAdviser 7.B Vehicle Real Estate 2025
$12.5M
Adviser-managed fund GAV · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
WestCap Strategic Operator Fund IIAdviser 7.B Vehicle Buyout 2025
$101.3M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
American Industrial Partners Capital Fund VII LPAdviser 7.B Vehicle Buyout 2025
$95.1M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Cherryrock Capital Fund I, L.P.Adviser 7.B Vehicle Growth Equity 2025
$88.1M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Blue Point Capital Partners IV, L.P.Adviser 7.B Vehicle Buyout 2025
$83.7M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B

Forward-Looking Searches, Pacing Plans & Governance Updates — Meketa Fiduciary Management

Tracked separately from historical commitments: active RFPs/searches, board pacing plans, leadership/CIO updates, and retained gatekeeper consultants.

Allocation-Policy / Pacing Update

Meketa Fiduciary Management (Carlsbad, CA) committed $83.7M to Blue Point Capital Partners IV, L.P. (Buyout sleeve) under its 2025 private markets pacing program ($452.2M allocation gap toward a 14.0% target, advised by Cliffwater).

Forward-looking board pacing or target-allocation policy update · Recorded 2025-08-15

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Pacing & Allocation Policy Pilot Gated

Board-Approved Pacing Plans, Active RFPs & Target-vs-Actual Allocation Gap

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Gatekeeper Consultants (2) Pilot Gated

Retained Private Markets Advisors & Emerging-Manager Search Conduits

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Investment Team Contacts (5) Pilot Gated

CIO, Private Markets Officers & Official Pitch Intake Guidance

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Shared-Fund Co-Investor Overlap & Potential Introduction Paths — Meketa Fiduciary Management

559 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Meketa Fiduciary Management (23 shared vehicles tracked; showing top 3 bilateral overlaps).

Explore Paths in Interactive Demo
1. Shared Fund Exposure: Documented for both LPs
2. LPAC Seat Overlap: Not disclosed in filings
3. Personal Relationship: Unknown (customer-supplied)
4. Intro Willingness: Unconfirmed potential path
#1 Shared-Fund Peer 11 Shared Vehicles

Finger Lakes Congaree Hawthorne Mutual & Casualty Insurance General Account

Insurance Company New York / Tri-State
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Bridge Debt Strategies V (2023 Vintage)
Meketa Fiduciary Management: $82.0M · SEC Form ADV 7.B
Finger Lakes Congaree Hawthorne Mutual & Casualty Insurance General Account: $91.5M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: Bridgepoint Development Cap IV (2023 Vintage) · Bridgepoint Euro IV (2023 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#2 Shared-Fund Peer 10 Shared Vehicles

Androscoggin Feather River Bergstrom Industrial Consolidated Master Retirement Trust

Corporate Pension Plan Massachusetts / New England
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Bridgepoint Development Cap IV (2023 Vintage)
Meketa Fiduciary Management: $64.0M · SEC Form ADV 7.B
Androscoggin Feather River Bergstrom Industrial Consolidated Master Retirement Trust: $18.2M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: Bridge Debt Strategies V (2023 Vintage) · Bond Capital III (2022 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#3 Shared-Fund Peer 10 Shared Vehicles

Holland Hiwassee Rutherford Mutual & Casualty Insurance General Account

Insurance Company Holland, MI
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Bond Capital III (2022 Vintage)
Meketa Fiduciary Management: $57.0M · SEC Form ADV 7.B
Holland Hiwassee Rutherford Mutual & Casualty Insurance General Account: $43.5M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: Bridge Debt Strategies V (2023 Vintage) · Bridgepoint Development Cap IV (2023 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+556 Additional Institutional LPs Report Shared Vehicles with Meketa Fiduciary Management

Explore bilateral shared-fund paths in our Interactive Read-Only Demo or join the waitlist for full graph access.

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Pre-Launch Pilot Mode · Early-Access Waitlist

Request Pilot Access to Full Workspace Data for Meketa Fiduciary Management

You are viewing 5 open public preview records (out of 26 total tracked records for Meketa Fiduciary Management) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 26 tracked historical disclosure records (+21 gated rows) & field-level provenance
  • Bilateral Shared-Fund Co-Investor Graph (559 connected LPs)
  • Separated active searches, RFPs, approved FY2026 pacing plans & CIO governance updates
  • Retained gatekeeper consultants (2), investment contacts (5) & CRM export

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Strategies Disclosed by Meketa Fiduciary Management

Buyout LPs →Private Credit LPs →Venture Capital LPs →Real Estate LPs →Growth Equity LPs →

Frequently Asked Questions: Meketa Fiduciary Management

What type of institutional allocator is Meketa Fiduciary Management and what is their typical disclosed ticket size?

Meketa Fiduciary Management is categorized under OCIO / Wealth RIA (Regional Roadshow Hub: Carlsbad, CA; Headquarters: Carlsbad, CA). Across 26 historical disclosure records tracked on Prilago ($1.32B total parsed USD across disclosed rows), the median disclosed amount is $55.5M (range: $8.0M to $101.3M).

Which private-market strategies appear in Meketa Fiduciary Management's public disclosures?

Meketa Fiduciary Management has disclosed records across Buyout, Private Credit, Venture Capital, Real Estate, Growth Equity. Open preview records include Drake Real Estate Partners Fund IV (2025 Vintage), WestCap Strategic Operator Fund II (2025 Vintage), American Industrial Partners Capital Fund VII LP (2025 Vintage), Cherryrock Capital Fund I, L.P. (2025 Vintage).

How are Meketa Fiduciary Management's historical records substantiated and separated from active searches on Prilago?

Records for Meketa Fiduciary Management cite primary public disclosures (SEC Form ADV 7.B), and visitors can inspect 5 open source trails on this profile without registration. Each source trail displays field-level substantiation status, distinguishing exact commitment schedules from carrying-value or fee tables. Forward-looking active searches, RFPs, pacing plans, and governance updates are separated from historical disclosures.

How can General Partners request pilot access to Meketa Fiduciary Management's full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/meketa-fiduciary-management or test fund suitability in the interactive read-only demo at https://prilago.com/demo.

Which institutional LPs report shared underlying fund vehicles alongside Meketa Fiduciary Management?

In Prilago's bilateral commitment graph, Meketa Fiduciary Management shares resolved underlying fund vehicles with 559 institutional LPs across 23 shared vehicles (shared fund exposure represents a potential introduction path and does not prove LPAC seat overlap or personal acquaintance). Top shared-fund peers include Finger Lakes Congaree Hawthorne Mutual & Casualty Insurance General Account (11 shared vehicles, e.g. Bridge Debt Strategies V (2023 Vintage)), Androscoggin Feather River Bergstrom Industrial Consolidated Master Retirement Trust (10 shared vehicles, e.g. Bridgepoint Development Cap IV (2023 Vintage)), Holland Hiwassee Rutherford Mutual & Casualty Insurance General Account (10 shared vehicles, e.g. Bond Capital III (2022 Vintage)).

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