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MAKENA CAPITAL MANAGEMENT, LLC

2755 Sand Hill Road
Suite 200
Menlo Park, California 94025
Tel: 650-926-0510

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About MAKENA CAPITAL MANAGEMENT, LLC

MAKENA CAPITAL MANAGEMENT, LLC, formally registered with the SEC as MAKENA CAPITAL MANAGEMENT, LLC. The firm was established in 03/30/2012. They have over 2 offices throughout the country.

MAKENA CAPITAL MANAGEMENT, LLC is a Menlo Park, California based Financial Planning firm with nearly $23,372,608,054 assets under management, offering retirement planning & investment advisory services to 35 clients. The firm is staffed with 85 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#156855
SEC#801-74068
Assets Managed by Firm$23,372,608,054
No. of Clients35
No. of Advisors85

Fee Structure

  • A percentage of AUM
  • Performance Based
  • Other (CARRIED INTEREST)

Advisory Services Provided

  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Selection for other advisors

Firm Client Information

No. of ClientsAUM
Firm Total35$23,372,608,054

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