LP Directory

The Walton Family Foundation works in three areas: improving K12 education, protecting rivers and oceans and the communities they support, and investing in our home region of Northwest Arkansas and the Arkansas-Mississippi Delta. The Waltons are the richest family in America from their combined 52% ownership (as of July 2016) of Wal-Mart Stores, Inc. The majority of the current family's wealth comes from the inheritance of Bud and Sam Walton, who founded Wal-Mart in 1962. In 2018, the foundation awarded more than $595 million in grants to further our mission. Our headquarters are in Bentonville, Arkansas, with offices in Washington, D.C.; Jersey City, New Jersey; and Denver, Colorado.

Colorado Public Employees' Retirement Association's investment portfolio is valued at $67.93 billion as of December 31, 2023, with investments in equities, fixed income, credit special situations, real estate, private equity, infrastructure, real assets, agriculture, direct lending, oil and gas, natural resources, cash, hedge funds, and other alternative assets classes. Its returns for the 1 year, 3 years, 5 years, and 10 years were 13.4%, 4.5%, 10.0%, and 7.8%, compared to the benchmark return of 14.4%, 3.9%, 8.9%, and 6.9%, respectively. As of December 31, 2023, the private equity portfolio was valued at $5.35 billion, representing 7.1% of the total portfolio. There is an increase as compared to December 31, 2022, when the private equity portfolio was valued at $5.15 billion. As of December 31, 2023, the fund's private equity return for the 1 year, 3 years, 5 years, and 10 years were 4.7%, 10.9%, 13.2%, and 12.0%, compared to the benchmark return of 23.4%, 7.2%, 13.3%, and 12.4%, respectively. The private equity portfolio is currently underweight compared to the target allocation of 8.5% but is within the target allocation range of 4% to 13% Investments in private equity include buyouts, direct lending, co-investment, private equity growth expansion, diversified private equity, fund of funds, distressed debt, mezzanine, secondaries, and venture capital strategies diversified geographically across the globe. It had unfunded commitments amounting to $5.21 billion as of December 31, 2023. The plan's investments are governed by the executive management team, with Ms. Amy McGarrity serving as Chief Investment Officer & Chief Operating Officer. Aon Hewitt Investment Consulting serves as LP Consultant.

Mercer Advisors has been named Top RIA in the 2024 Barron’s Top 100 RIAs ranking. Learn more about our family office and wealth planning solutions.

Newmont Goldcorp is a corporate investor based in Denver, US. Founded in 1921. Reported AUM: 55519 USD millions.

Mercer Advisors Inc. is a parent company of Mercer Global Advisors Inc. (RIA), majority owned by both Oak Hill Capital and Genstar Capital, one of the largest Registered Investment Advisors and financial planning firms in the U.S. with over $48 billion in client assets. As a fullservice wealth management firm, we believe you have the most to gain by looking at your financial life holistically blending investment advice, financial planning, and real-life goal setting. We understand that your life story, and financial needs, will evolve and change over time. That's why we design our wealth management advice, services, and partnership to move in sync with your unique financial objectives.