LP Directory

Carney Peterson Wealth Management Group, a multi-generational family business with over 40 years of combined experience in the industry, provides concierge-level service and wealth management strategies for our clients and their families. Our clients consider us to be a vital part of their decision-making circle -we work closely not only with our clients, but also with their estate planning attorneys, accountants/ CPAs, and insurance advisors. By working collaboratively, we have a greater understanding of our clients' specific needs and expectations, and can recommend a wealth management strategy that takes all of these important components into consideration.

Retirement Systems of Alabama is a public pension fund based in Montgomery, US. Founded in 1982. Reported AUM: $48.7B.

Montgomery County Employees' Retirement System's investment portfolio is valued at $4.92 billion as of March 31, 2024, with investments in private equity, real estate, hedge funds, infrastructure, real assets, natural resources, publicly traded equities, fixed-income securities, and cash. As of March 31, 2024, the private equity portfolio was valued at $1.13 billion representing 23.1% of the total portfolio. The private equity allocation consists of $216.8 million invested in private debt strategies. This is an increase compared to September 30, 2023, when the private equity portfolio was valued at $1.08 billion. Investments in private equity include buyouts, co-investment, distressed debt, mezzanine, secondaries, private equity growth expansion, and venture capital fund strategies. As of March 31, 2024, the real asset portfolio was valued at $886.9 million. The fund's investments are governed by the executive management team, with Mr. Kevin Killeavy serving as Chief Investment Officer. Albourne Partners, Franklin Park Associates, and NEPC serve as LP Consultants.

The Griffin Family Foundation provides funding for college scholarships and grants for religious, charitable, scientific and literary purposes for Audrain and Montgomery counties. The Griffin Family Foundation provides these scholarships and grants solely to the residents of Audrain and Montgomery counties.Since its inception in 1998, the Foundation has awarded grants and scholarships totaling over $1.4 million.

Alabama Trust Fund's investment portfolio is valued at $ 3.1 billion as of September 30, 2022, with investments in private equity, real estate, hedge funds, equity, fixed income, and other alternative asset classes. Investments in private equity include buyouts, diversified private equity, private equity growth expansion, and venture capital strategies. The firm's investments are governed by the executive management team, with Hon. Young Boozer serving as State Treasurer and Secretary of the Board of Directors. Callan Associates serving as LP Consultant