Meketa Capital Launches Infrastructure Fund on Schwab’s Mutual Fund Marketplace
10 Settembre 2024 - 1:00PM
Business Wire
Meketa Capital announced that the Meketa Infrastructure Fund
(Ticker: MIFAX) is now available to registered investment advisors
(RIAs) through Schwab’s Mutual Fund Marketplace.
“Making the Infrastructure Fund available on one of largest RIA
custodians in the country represents a major step toward achieving
our goal of expanding investor access to private market
investments,” said Michael Bell, CEO of Meketa Capital.
The Meketa Infrastructure Fund is designed for RIA clients
seeking diversification and long-term capital appreciation through
exposure to global private infrastructure, which has traditionally
been only available to institutional investors. Registered under
the Investment Company Act of 1940, it is an evergreen interval
fund that is priced daily and offers liquidity for up to 5% of the
Fund’s NAV once per quarter.
Leveraging direct co-investment opportunities in private
infrastructure assets, the fund benefits from the expertise of
Meketa Capital’s parent company, Meketa Investment Group. With over
forty years of experience in serving institutional investors,
Meketa Investment Group is a prominent firm specializing in private
market investment consulting and fiduciary management.
“Increasing RIA access to the Schwab platform will directly
support Meketa Capital’s mission of offering individual investors
access to direct private infrastructure investments while enabling
RIAs to deliver optimal solutions for their clients,” said Stephen
McCourt, Co-CEO of Meketa Investment Group.
For more information on Meketa Capital and the Meketa
Infrastructure Fund, please call 720-697-1010 or email
info@meketacapital.com.
About Meketa Capital
Meketa Capital is a subsidiary of Meketa Investment Group
focused on investment solutions for the advisor marketplace. Meketa
Capital will market and distribute investment services and products
to RIAs and other advisors in the individual investor marketplace.
These potential products and services include: managing and
distributing interval funds, providing asset allocation for model
portfolios, managing customized private market fund vehicles, and
providing some general consulting services to advisors.
Past performance is not a guarantee nor a reliable indicator of
future results. As with any investment, there are risks. There is
no assurance that the fund will achieve its investment
objective.
The views and opinions expressed herein are those of senior
management and may change at any time with prior notification. This
announcement contains information from sources we believe are a
reliable source. However, we are not responsible for the accuracy
of such information. The information contained in this announcement
is not an offer or a solicitation of an offer to purchase or sell
any securities mentioned herein.
Investors should carefully consider the Fund’s investment
objectives, risks, charges, and expenses before investing. This
information is included in the Fund Prospectus and should be read
carefully before investing. The Prospectus is available through the
Prospectus link on the Meketa website. Before investing, carefully
read the Prospectus here.
An investment in the Fund is subject to, among others, the
following risks:
- The Fund is not intended as a complete investment program but
rather the Fund is designed to help investors diversify into
private equity investments.
- The Fund is a “non-diversified” management investment company
registered under the Investment Company Act of 1940.
- An investment in the Fund involves risk. The Fund is new with
no significant operating history by which to evaluate its potential
performance. There can be no assurance that the Fund’s strategy
will be successful.
- Shares of the Fund are not listed on any securities exchange,
and it is not anticipated that a secondary market for shares will
develop.
- Shares are appropriate only for those investors who can
tolerate a high degree of risk, and do not require a liquid
investment.
- There is no assurance that you will be able to tender your
shares when or in the amount that you desire. Although the Fund
will offer quarterly liquidity through a quarterly repurchase
process, an investor may not be able to sell or otherwise liquidate
all their shares tendered during a quarterly repurchase offer.
- The Fund’s investment in private equity companies is
speculative and involve a high degree of risk, including the risk
associated with leverage.
App Lit No: MCL-598841-2024-08-28
Distributor: Foreside Financial Services LLC. Member FINRA.
Foreside is not affiliated with the entities or product mentioned
in this communication.
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version on businesswire.com: https://www.businesswire.com/news/home/20240910089466/en/
Paul Lim BackBay Communications
paul.lim@backbaycommunications.com
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