Montana Board of Investments is a public pension fund based in Helena, United States, founded in 1972. Verified contact details, AUM data, and investment preferences on FindLPs.
Montana Board of Investments' investment portfolio is valued at $15.52 billion as of September 30, 2024, with investments in private equity, real estate, infrastructure, real assets, natural resources, publicly-traded equities, fixed-income securities, cash, and other alternative asset classes. Investments in private equity include buyouts, venture capital, special situations, growth equity, distressed debt, co-investment, and less-than-mezzanine investments. The pension fund's private equity investments are made in a variety of industries including information technology, industrial, health care, and financials. As of September 30, 2024, the real asset portfolio was valued at $893.97 million. The fund's investments are governed by the executive management team, with Mr. Jon Putnam serving as Chief Investment Officer. RVK serves as LP Consultant.
Investment types: Agriculture, Buyout, Co-Investment, Direct Lending, Distressed Debt, Growth/Expansion, Infrastructure - General, Infrastructure Core, Infrastructure Core Plus, Infrastructure Debt, Infrastructure Opportunistic, Infrastructure Value Added, Oil/Gas, Real Assets & Natural Resources - General, Real Estate - General, Real Estate Core, Real Estate Core Plus, Real Estate Debt, Real Estate Distressed, Real Estate Opportunistic, Real Estate Value Added, Restructuring/Turnaround, Secondaries, Timber, Venture Capital - Early Stage
Preferred geographies: Alabama, Alaska, Americas, Arizona, Arkansas, Asia, Australia, Bay Area, Belgium, Bermuda, California, Canada, China, Colorado, Connecticut, DC Metro, Delaware, Denmark, District of Columbia, East Asia, Europe, Florida, Georgia, Great Lakes, Guam, Hawaii, Hong Kong, Idaho, Illinois, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Mid Atlantic, Midwest, Minnesota, Mississippi, Missouri, Montana, Mountain, Nebraska, Netherlands, Nevada, New England, New Hampshire, New Jersey, New Mexico, New South Wales, New York, New York Metro, North America, North Carolina, North Dakota, Northeast, Northern Europe, Northwest, Oceania, Ohio, Oklahoma, Ontario, Oregon, Pennsylvania, Puerto Rico, Rhode Island, Singapore, South, South Carolina, South Dakota, Southeast, Southeast Asia, Southern California, Southwest, Sweden, Tennessee, Texas, United Kingdom, United States, US Territories, Utah, Vermont, Virgin Islands, Virginia, Washington, West Coast, West Virginia, Western Europe, Wisconsin, Wyoming
Location: 2401 Colonial Drive, 3rd Floor\nHelena, MT\n59620-0126\nUnited States
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LP firm data compiled from public regulatory filings (SEC Form ADV, FCA, AIFMD disclosures), company websites and press releases, LinkedIn public profiles, and verified outbound email testing. AUM figures reflect self-reported values from filings and may lag by 1–2 fiscal quarters; bands are normalized in USD. We do not publish personal residential information; firms or individuals may request removal at /contact. Methodology & sources · Updated July 2026.