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Meketa Investment Group Inc.

Meketa adds Shawn Bowen to employee ownership group

March 3, 2026 primary Manager profile

Summary: Meketa's primary source page says Senior Vice President Shawn Bowen joined the firm's ownership group. The March 2026 date makes this an under-covered governance/personnel item rather than breaking news.

Why it matters: The update may matter to due-diligence readers tracking employee ownership, senior consultant retention, regional leadership, and succession signals at investment consultants and advisers.

9AT filing context: Public ADV/profile context maps Meketa Investment Group Inc. to CRD 110601 / SEC file 801-14519, CIK 310436, about $10.0B in reported regulatory AUM/profile scale, 248 employees, 118 advisory employees, SMA activity, one private fund, and a 2026-03-26 ADV submission. Meketa has recent public 13F filings, but 13F is not central to this shareholder/personnel item.

Summary

Meketa’s primary source page says Senior Vice President Shawn Bowen joined the firm’s ownership group. Meketa frames the announcement as an expansion of employee ownership and identifies Bowen with Florida and Southeast client work.

This is not a breaking-news item; the source page date recovered during drafting is March 3, 2026. If used, it should be framed as a concise governance and personnel signal for an investment-consulting/advisory platform, not as a broad claim about Meketa’s business trajectory or client outcomes.

Why it matters

For due-diligence readers, employee-ownership changes can be relevant because they may speak to succession planning, senior-person retention, regional leadership depth, and incentive alignment inside an advisory or consulting organization. A single shareholder addition is a limited signal, but it is cleaner and more manager-specific than generic market commentary.

The source does not establish performance, client retention, new business wins, or the economic terms of ownership. Readers should treat it as one public governance/personnel datapoint and watch whether Meketa continues to disclose additions to its ownership group or regional leadership bench.

Source notes

9AT filing context

Public ADV/profile context maps Meketa Investment Group Inc. to Westwood, Massachusetts, with CRD 110601, SEC file 801-14519, CIK 310436, public website/domain meketa.com, and a 2026-03-26 ADV submission. The analyst handoff reports about $10.0 billion in reported regulatory AUM/profile scale, 248 employees, 118 advisory employees, separately managed account activity, no exempt-reporting-adviser flag, and one private fund: Meketa Private Equity Co-Investment Fund, L.P.

Meketa also has recent public 13F availability, including a 2025-12-31 period filed 2026-02-11 with 28 positions and about $29.6 million in parsed value. That 13F context is not central to this article and should not be used to infer Meketa’s consulting views, client positioning, private-market exposure, or the significance of the ownership change. No Form 5500 context is recommended for this item.

What to watch

Watch for future Meketa announcements on ownership-group additions, leadership transitions, office or regional expansion, consultant hiring, and governance updates. For any follow-up, keep the distinction clear between public personnel/ownership facts and separate filing snapshots that provide only background context.

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