Makena Capital Management, LLC

Makena Capital Management, LLC (CRD# 156855) is a financial advisory firm headquartered in Menlo Park, CA. They manage $18,958,977,393 in 52 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    18,959
    MILLION
  • Total Number of Accounts
    52
    ACCOUNTS
  • Average Account Value
    $364,595,719
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, NJ

Financial Advisors at Makena Capital Management, LLC
Showing 1 - 7 of 7 top financial advisors.
1
Gregory A. Despard
CRD#: 6443563
2755 Sand Hill Road, Suite 200, Menlo Park, CA 94025
88
Wealthminder
score

Gregory Despard (CRD# 6443563) is an Investment Advisor Representative working at Makena Capital Management, LLC in Menlo Park, CA and has 1 year of experience in the finance industry.

2
Jake P. Kneller
CRD#: 6436007
2755 Sand Hill Road, Suite 200, Menlo Park, CA 94025
88
Wealthminder
score

Jake Kneller (CRD# 6436007) is an Investment Advisor Representative working at Makena Capital Management, LLC in Menlo Park, CA and has 1 year of experience in the finance industry.

3
Benjamin R. Levison
CRD#: 6437663
2755 Sand Hill Road, Suite 200, Menlo Park, CA 94025
88
Wealthminder
score

Benjamin Levison (CRD# 6437663) is an Investment Advisor Representative working at Makena Capital Management, LLC in Menlo Park, CA and has 1 year of experience in the finance industry.

4
Breanna L. Stein
CRD#: 6423591
2755 Sand Hill Road, Suite 200, Menlo Park, CA 94025
88
Wealthminder
score

Breanna Stein (CRD# 6423591) is an Investment Advisor Representative working at Makena Capital Management, LLC in Menlo Park, CA and has over 2 years of experience in the finance industry.

5
Christopher J. Thede
CRD#: 6437646
2755 Sand Hill Road, Suite 200, Menlo Park, CA 94025
88
Wealthminder
score

Christopher Thede (CRD# 6437646) is an Investment Advisor Representative working at Makena Capital Management, LLC in Menlo Park, CA and has 1 year of experience in the finance industry.

6
Taylor A. Evans
CRD#: 6619465
2755 Sand Hill Road, Suite 200, Menlo Park, CA 94025
87
Wealthminder
score

Taylor Evans (CRD# 6619465) is an Investment Advisor Representative working at Makena Capital Management, LLC in Menlo Park, CA and has 1 year of experience in the finance industry.

7
Michael B. Schwartz
CRD#: 6607932
2755 Sand Hill Road, Suite 200, Menlo Park, CA 94025
87
Wealthminder
score

Michael Schwartz (CRD# 6607932) is an Investment Advisor Representative working at Makena Capital Management, LLC in Menlo Park, CA and has 1 year of experience in the finance industry.

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