LP Directory

Massachusetts Laborers' Pension Fund is a private sector pension fund based in Burlington, US. Founded in 1961. Reported AUM: $2.3B.

University of Vermont is a endowment plan based in Burlington, US. Founded in 1791. Reported AUM: $538M.

RPG Family Wealth Advisory (RPG) is a multi-family office based in Burlington, Massachusetts. Established in 2011, the firm offers independent asset management expertise and investment advisory services to institutions, qualified private investors, charities, foundations, and endowments. It provides services such as administration and record-keeping including cash flow management, bill pay services, tax planning, and tangible asset allocation, business management of family affairs including the sale of the family business, representation in business affairs, administration of the real estate, airplanes, art, and other tangible assets. The assets of the firm are managed by the investment committee member.

Located in two of the best towns in Vermont, Burlington and Norwich, we work with families to optimize their investment strategies. If you feel like your advisor is not acting as a fiduciary and not paying attention to you, we

Burlington Employees' Retirement System's investment portfolio is valued at over $196.19 million, as of September 30, 2022, with investments in private equity, real estate, real assets, natural resources, publicly traded equities, fixed-income securities, cash, and other alternative asset classes. Its return for the quarter, 1 year, 3 years, 5 years, 7 years, and 10 years were -5.8%, -17.5%, 2.6%, 3.7% and 5.0% compared to the benchmark return of -5.5%, -16.9%, 3.4%, 4.4%, and 7.0% respectively. As of September 30, 2022, the private equity portfolio was valued at over $835.677 representing less than 1% of the total portfolio. This is a decrease compared to June 30, 2022, when the private equity portfolio was valued at $926,255. The private equity portfolio is currently underweight compared to the target allocation of 0.5%. Investments in private equity include buyouts, fund of funds, secondaries, diversified private equity, private equity growth expansion, and venture capital strategies. As of September 30, 2022, the real asset portfolio was valued at $12.63 million. The fund's investments are governed by the retirement board members, with Mr. Robert Hooper serving as Chairman of the Board. Fiducient Advisors serve as the LP Consultant.