LP Directory

6 limited partners found

6 results
Firm Name Type Location AUM Contact
National Life Group
Insurance Company Montpelier, United States $42.7B
About

National Life Group is a insurance company based in Montpelier, US. Founded in 1848. Reported AUM: 42688 USD millions.

Founded1848
Websitewww.example-site.com
SectorsDiversified, Business Services, Business Support Services, Consumer Services, Education/Training, Energy & Utilities,...
Investment TypesBuyout, Direct Secondaries, Distressed Debt, Early Stage, Early Stage: Seed, Early Stage: Start-up, Expansion / Late ...
Contacts
m.wilson@wealthadvisors.com +1 617 913 9975
Amanda C. Fitzgerald
VP of Capital Markets
a.taylor@groupholdings.com
Jennifer L. Santos
Senior Partner
k.johnson@assetmgmt.com
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Vermont Pension Investment Commission
Public Pension Fund Montpelier, United States $6.4B
About

The Vermont Pension Investment Commission's investments are valued at $6.34 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, cash, and other alternative asset classes. Its return for the quarter, 1 year, 3 years, 5 years, and 10 years were 3.75%, 11.59%, 4.61%, 7.49%, and 6.33% compared to the benchmark return of 3.35%, 11.26%, 4.72%, 7.71%, and 6.36% respectively As of March 31, 2024, the private equity portfolio was valued at $1.21 billion representing 19.1% of the total portfolio. This is an increase compared to February 28, 2023, when the private equity portfolio was valued at $448 million. The private equity portfolio is currently underweight compared to the target allocation of 20%. Investments in private equity include buyouts, distressed debt, debt, secondaries, diversified private equity, private equity growth expansion, and venture capital strategies. As of March 31, 2024, the infrastructure portfolio was valued at $115 million. The pension fund's investments are governed by the executive management team, with Mr. Eric Henry serving as Chief Investment Officer. RVK serves as the LP General Consultant.

Founded2005
Websitewww.example-site.com
Investment TypesAgriculture, Buyout, Co-investment, Special Situations, Distressed Debt, Mezzanine, Growth, Natural Resources, Real A...
Contacts
e.walker@capitalgroup.net +65 6 107 6073
James H. Nakamura
Director of Allocations
a.taylor@globalwealth.co
Thomas W. Erikson
Investment Director
n.harris@capitalgroup.net
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VEVermont State Teachers' Retirement System
Public Pension Fund Montpelier, United States $2.6B
About

Vermont State Teachers' Retirement System's investment portfolio is valued at $2.60 billion, as of December 31, 2021, with investments in hedge funds, real estate, infrastructure, real assets & natural resources, private equity, publicly traded equities, fixed income securities, and cash, and other alternative asset class funds. As of December 31, 2021, the private equity portfolio was valued at $307.65 million, representing 11.8% of the total portfolio. This is an increase compared to September 30, 2020, when the private equity portfolio was valued at $271.77. The private equity portfolio is currently underweight compared to the target allocation of 10%. As of December 31, 2021, the fund's private equity return for the quarter, 1 year, 3 years, 5 years, and 10 years were 7.79%, 25.39%, 59.28%, 31.72%, and 26.25% respectively. Investments in private equity include funds of funds, secondaries, buyouts, diversified private equity, private equity growth expansion, and venture capital fund strategies diversified in geographical locations across the globe. The fund's investments are governed by the board of trustees, with Mr. Jon Harris serving as Chairman of the Board of Trustees. RVK serves as LP Consultant.

Founded1947
Investment TypesCo-Investment, Direct Lending, Fund of Funds, Hedge Fund, Infrastructure - General, Metals & Mining, Oil/Gas, Real As...
Contacts
e.walker@fundmgmt.co +33 1 274 5321
Robert M. Patel
Portfolio Manager
p.anderson@assetmgmt.com
David A. Nguyen
Chief Investment Officer
p.anderson@investco.com
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VEVermont State Employees' Retirement System
Public Pension Fund Montpelier, United States $2.5B
About

Vermont State Employees' Retirement System's investment portfolio is valued at $2.5 billion as of December 31, 2021, with investments in equities, hedge funds, fixed income, private equity, real estate, real assets, natural resources, infrastructure, cash, and other alternative asset classes. The fund's investment portfolio return for the quarter, 1 year, 3 years, 5 years, and 10 years, is 4.21%, 14.03%, 14.72%, 10.71%, and 8.46%, compared to the policy index of 3.47%, 13.37%, 14.26%, 10.28%, and 8.15%, respectively. As of December 31, 2021, the private equity portfolio was valued at $297.78 million, representing 11.9% of the total portfolio. There is an increase compared to September 30, 2021, when the private equity portfolio was valued at $263.5 million. The private equity portfolio is currently underweight compared to the target allocation of 20%. Investments in private equity include buyouts, private debt, co-investment, fund of funds, diversified private equity, private equity growth expansion, and venture capital strategies diversified in geographical locations across the United States, Europe, the Americas, Asia, and the Middle East. The plan's investments are governed by the board of trustees, with Mr. Roger Dumas serving as Chairman of the Board of Trustees. RVK serves as the LP Consultant.

Founded1944
Investment TypesAgriculture, Buyout, Co-Investment, Credit Special Situations, Debt - General, Direct Lending, Private Equity, Fund o...
Contacts
c.lee@fundmgmt.co +1 202 644 7597
James H. Nakamura
Director of Allocations
e.walker@investpartners.com
Thomas W. Erikson
Investment Director
m.wilson@wealthadvisors.com
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Union Mutual of Vermont Companies
Insurance Company Montpelier, United States $440M
About

Providing personal and commercial insurance policies through local agents in New England and New York. Find an agent near you and request a quote.

Founded1874
Websitewww.example-site.com
SectorsDiversified, Business Support Services, Consumer Products, Financial Services, Healthcare IT, Information Services, I...
Investment TypesEarly Stage, Early Stage: Seed, Early Stage: Start-up, Expansion / Late Stage, Venture (General)
Contacts
k.johnson@investpartners.com +1 415 117 1478
Amanda C. Fitzgerald
VP of Capital Markets
k.johnson@globalwealth.co
Jennifer L. Santos
Senior Partner
m.wilson@firmcapital.com
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