LP Directory

Mission Wealth Management is a wealth manager based in Santa Barbara, US. Founded in 2000. Reported AUM: $11.5B.

Santa Barbara County Employees Retirement Systems investment portfolio is valued at $4.42 billion as of June 30, 2024, with investments in domestic and international equity, infrastructure, natural resources, fixed income, private equity, real estate, and cash. Its returns for the quarter, 1 year, 3 years, 5 years, 7 years, and 10 years were 1.70%, 8.73%, 5.30%, 7.87%, 7.84%, and 6.67% compared to the benchmark return of 2.13%, 11.01%, 4.68%, 7.76%, 7.69%, and 6.82% respectively. As of June 30, 2024, the private equity portfolio was valued at over $585.97 million, representing 13.3% of the total portfolio. This is an increase compared to September 30, 2023, when the private equity portfolio was valued at $570.54 million. As of June 30, 2024, the fund's private equity return for the quarter, 1 year, 3 years, 5 years, 7 years, and 10 years were 1.97%, 4.98%, 10.27%, 15.65%, 15.37% and 14.17%, compared to the benchmark return of 10.84%, 33.17%, 13.07%, 17.77%, 16.85%, and 15.70%, respectively. Investments in private equity include buyouts, fund of funds, distressed debt, mezzanine, secondaries, and venture capital fund strategies diversified in geographical locations across the globe. The investments of the fund are governed by the board of retirement, with Mr. Steve Lavagnino serving as Chairman. Hamilton Lane, ORG Portfolio Management, and RVK serve as LP Consultants.

Benevolent Capital Partners is a single family office based in Santa Barbara, CA, United States, managing the private wealth and investments of the Johnson family. Founded in 2008. The firm manages approximately $1.5B in assets under management.

SoHo Family Office is a multi-family office based in Santa Barbara, California. Established in 2007, it focuses on clients with liquid investable assets of at least $10 million. The firm provides services in asset management, investment consulting, and financial planning. The assets of the firm are managed by the executive management team.

Cottage Health Pension Plan is a private sector pension fund based in Santa Barbara, US. Founded in 1998. Reported AUM: $835M.