Assets by plan
Share of aggregate retirement assets
- MAKENA 401(K) (#002)$43.3M
Filings through .
Makena Capital Management, LLC
EIN 20-3873840investment managementLatest filing 2025
Plans
2
Retirement
2
$77.4M assets
Health & Benefits
0
Participants
162
2755 SAND HILL ROAD, SUITE 200 - MENLO PARK, CA 94025650-926-0510makenacap.comLinkedIn51-200 employeesinvestment management
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $77.4M assets / 162 participants
Participants by plan
Active + retired + deferred vested
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#002
MAKENA 401(K) PLAN
401(k)
Assets$43.3M
Participants117
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#001
MAKENA CAPITAL MANAGEMENT LLC RETIREMENT PLAN
Traditional DB
Assets$34.1M
Participants45
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | MAKENA 401(K) PLAN | 401(k) | $43.3M | 117 | 2025 |
| #001 | MAKENA CAPITAL MANAGEMENT LLC RETIREMENT PLAN | Traditional DB | $34.1M | 45 | 2025 |
- MAKENA 401(K) PLAN$43.3M#002 · 401(k) · 2025117
- #001 · Traditional DB · 202545
Retirement plans