LP Directory

CalPERS - California Public Employees' Retirement System is a public pension fund based in Sacramento, US. Founded in 1932. Reported AUM: $548.5B.

California Public Employees' Retirement System's investment portfolio is valued at $530.90 billion as of November 30, 2024, with investments in private equity, bridge financing, real assets, natural resources, private debt, infrastructure, metal and mining, oil and gas, real estate, credit special situations, and hedge funds. As of November 30, 2024, the private equity portfolio was valued at $107.70 billion, representing 20.3% of the total portfolio. Investments in private equity include buyouts, funds of funds, diversified private equity, private debt, direct lending, mezzanine, co-investments, distressed debt, secondaries, private equity growth expansion, and venture capital strategies. As of November 30, 2024, the real asset portfolio was valued at $68.7 billion. The fund's investments are governed by the board of directors, with Ms. Theresa Taylor serving as Board Member, President of the Board of Administration, Chairwoman of the Board Governance, Vice-Chairwoman of the Investment Committee & Member of the Finance & Administration Committee, Pension & Health Benefits Committee, and Performance, Compensation & Talent Management Committee.

California State Teachers Retirement System's investment portfolio is valued at $346.4 billion as of August 31, 2024, with investments in private equity, real estate, oil and gas, infrastructure, hedge funds, publicly traded equities, fixed-income securities, and cash. As of August 31, 2024, the private equity portfolio was valued at $53.70 billion, representing 15.5% of the total portfolio. This is an increase compared to November 30, 2023, when the private equity portfolio was valued at $50.33 billion. The private equity portfolio is currently overweight compared to the target allocation of 14%. Investment in private equity portfolio includes buyouts, co-investments, private growth equity, private debt, venture capital, distressed debt, and mezzanine funds strategies diversified in geographical locations across the globe. The plan prefers to make partnership investments of $15-500 million and is open to any first-time fund investments. The retirement system's investments are governed by the retirement board, with Mr. Christopher Ailman serving as Chief Investment Officer. Aksia, Bard Consulting, Callan Associates, Cambridge Associates, Colmore, Ernst & Young, Meketa Investment Group, Mercer Investments, StepStone Group Real Estate, Stout Risius Ross, Albourne Partners, Robert Charles Lesser & Company, and Valuation Research Corporation serve as LP Consultants.

Sacramento County Employees' Retirement System investment portfolio is valued at $13.32 billion, as of June 30, 2024, with investments in private equity, real estate, hedge funds, infrastructure, real assets, natural resources, publicly traded equities, fixed-income securities, and cash. Its returns for the 1 year, 3 years, 5 years, and 10 years were 5.5%, 4.0%, 8.2%, and 7.4%, compared to the benchmark returns of 5.4%, 3.8%, 8.0%, and 7.1%, respectively. As of June 30, 2024, the private equity portfolio was valued at $1.53 billion, representing 11.5% of the total portfolio. This is an increase compared to March 31, 2024, when the private equity portfolio was valued at $1.49 billion. The private equity portfolio is currently overweight compared to the target allocation range of 11%. The private equity portfolio investments include buyouts, fund of funds, diversified private equity, private debt, mezzanine, private equity growth expansion, and venture capital fund strategies. The pension fund is open to any first-time fund investments. The plan's investments are governed by the board of trustees, with Mr. James Diepenbrock serving as President of the Board of Trustees. Verus, Cliffwater, and The Townsend Group serve as the LP Consultants.

Sutter Health is a not-for-profit health system offering high-quality, accessible care across California with over 12,000 doctors and 220 convenient locations.