LP Directory

National Electrical Benefit Fund is a private sector pension fund based in Rockville, US. Founded in 1947. Reported AUM: $20.0B.

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.

SOL Capital Management has merged with Cerity Partners. Together, our two firms are stronger than ever.

Montgomery County Public Schools Pension Fund is a public pension fund based in Rockville, US. Reported AUM: $2.4B.

We are an independent, boutique wealth management firm based in Rockville, MD. We have been serving the greater Baltimore-Washington Metro area for over 25 years, including Montgomery County and Fairfax, Arlington and Howard counties. Burt Wealth Advisors is a fee-only, Registered Investment Advisor.