LP Directory

Northwestern Mutual Life Insurance Company is a insurance company based in Milwaukee, US. Founded in 1857. Reported AUM: $328.5B.

RMB Capital is now RMB Jacobus, in recognition of JWM's more than 30-year presence in Milwaukee and our founder Richard Jacobus' lifetime career in Wisconsin's financial services industry. Our team continues to serve clients from our office in Milwaukee, Wisconsin, now with the support of our RMB colleagues at the company's headquarters in downtown Chicago. Through RMB Wealth Management, we provide comprehensive financial planning and investment services to wealthy individuals and families. Our advisory teams strive to develop a deep understanding of your personal situation to create a customized plan that's designed with your best interests, your unique needs, and your long-term objectives in mind.

Milwaukee City Employees' Retirement System's investment portfolio is valued at $5.96 billion as of March 31, 2024, with investments in private equity, real estate, hedge funds, real assets, publicly traded equities, fixed-income securities, and cash. Its return for the quarter, 1 year, 3 years, and 5 years were 2.84%, 9.63%, 6.86%, 8.32%, and 7.52% compared to the benchmark return of 3.87%, 11.89%, 4.51%, and 7.77% respectively. As of March 31, 2024, the private equity portfolio was valued at $749.52 million representing 12.56% of the total portfolio. This is an increase compared to October 31, 2023, when the private equity portfolio was valued at $746.2 million. The private equity portfolio is currently overweight compared to the target allocation of 12%. As of March 31, 2024, the system's private equity return for the quarter, 1 year, 3 years, and 5 years were -0.7%, 2.94%, 17.97%, and 18.53%, compared to the benchmark return of 12.49%, 28.21%, 10.95%, and 17.84%, respectively. Investments in private equity include buyouts, diversified private equity, fund of funds, secondaries, private equity growth expansion, and venture capital strategies diversified in geographical locations across the globe. As of March 31, 2024, the real asset portfolio was valued at $178.54 million. The retirement system's investments are governed by the executive management team, with Mr. David Silber serving as Chief Investment Officer. Callan Associates serves as the LP Consultant.

Jacsten is a Milwaukee based private investment firm that was formed to make investments in small businesses primarily in the Midwest. As a family managed and funded firm, our proprietary capital affords us the flexibility to focus on long-term value creation as compared to short-term profits. This approach benefits our portfolio companies and operating partners by fostering stability, certainty, and proper alignment of interests. At Jacsten, we take partnering for the future very seriously; whether a management team, seller or investor, we invest in people, their knowledge, experience, commitment to excellence and their futures.

Harley-Davidson Master Trust Fund is a private sector pension fund based in Milwaukee, US. Founded in 1981. Reported AUM: $1.9B.