Makena Capital Management, LLC
Menlo Park, CA·SEC-registered · CRD #156855
Makena Capital Management, LLC is an SEC-registered investment advisory firm in Menlo Park, CA managing $24B across 53 client accounts, with 30 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$24B
Client accounts
53
Advisory staff
30
Fee model
Fee-only
How Makena Capital Management, LLC is paid
Compensation arrangements disclosed on Form ADV. A fee-only firm earns fees only from clients — no product commissions.
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Common questions about Makena Capital Management, LLC
How much does Makena Capital Management, LLC manage?
Per its most recent SEC Form ADV filing (03/31/2026), Makena Capital Management, LLC reports $24B in regulatory assets under management across roughly 53 client accounts.
How does Makena Capital Management, LLC charge?
Makena Capital Management, LLC is a fee-only firm. Its disclosed compensation arrangements are: % of assets. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Makena Capital Management, LLC a fiduciary?
Yes. Makena Capital Management, LLC is registered with the U.S. Securities and Exchange Commission (CRD #156855), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Makena Capital Management, LLC taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Makena Capital Management, LLC and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
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Profile compiled from Makena Capital Management, LLC's public SEC Form ADV filing (CRD #156855, filed 03/31/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Makena Capital Management, LLC. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Makena Capital Management, LLC? Claim this profile.