DFX Intelligence

Allocator Intelligence

The capital-owner graph behind private markets. Who owns the capital, who decides, how much, under what policy, on whose advice, to which managers, and what changed, with a source and a date behind every row. A target is never an actual, a disclosed holding is never an approval, and an estimate says so.

Public pension

Santa Barbara County Employees Retirement Association

Public pensionmunicipalCA
Assets
$4.5B
Total assets, Jun 30, 2024 derived
Funded
n/a
not filed
Private markets target
35.0%
policy Jun 30, 2025
Commitments
0
none on the tape
Allocation policy
ACFR, as of Jun 30, 2025
Asset class (as printed)BucketTargetRangeActualGapBasis
Core Fixed IncomeFixed income17.0%reported sbcers.org
Custom Non-Core Fixed IncomeFixed income11.0%reported sbcers.org
Private EquityPrivate equity10.0%reported sbcers.org
Broad US EquityPublic equity19.0%reported sbcers.org
Dev'd Markets Non-US EquityPublic equity11.0%reported sbcers.org
Emerging Markets EquityPublic equity7.0%reported sbcers.org
Custom Real ReturnReal assets15.0%reported sbcers.org
Custom Real EstateReal estate10.0%reported sbcers.org
Consultants and advisers
3 firms
  • RVK, Inc. General consultantthrough Jun 30, 2025 ACFR
  • Hamilton Lane Specialist consultantthrough Jun 30, 2025 ACFR
  • Cheiron Actuarythrough Jun 30, 2025 ACFR
People
1 roles
Manager roster
No manager relationship is on the tape for this allocator.
Commitments
No fund commitments are on the tape for this allocator. The tape holds the plans that publish their own private-markets reports; a plan that publishes one and is not here is a gap we can close.
Size and funding
57 readings
Total assets
$4.5B Jun 30, 2024 derived Census ASPP
$4.1B (2023-06) · $3.9B (2022-06)
Fiduciary net position
$4.4B Jun 30, 2024 reported Census ASPP
$4.1B (2023-06) · $3.9B (2022-06)
Long-term investments
$4.4B Jun 30, 2024 reported Census ASPP
$4.0B (2023-06) · $3.8B (2022-06)
Total pension liability
$672M Jun 30, 2024 reported Census ASPP
$763M (2023-06) · $744M (2022-06)
Discount rate
7.00% Jun 30, 2024 reported Census ASPP
7.00% (2023-06) · 7.00% (2022-06)
Participants
11,878 Jun 30, 2024 derived Census ASPP
11,487 (2023-06) · 11,138 (2022-06)
Active members
4,569 Jun 30, 2024 derived Census ASPP
4,389 (2023-06) · 4,279 (2022-06)
Beneficiaries
5,322 Jun 30, 2024 reported Census ASPP
5,231 (2023-06) · 5,075 (2022-06)
Benefits paid
$260M Jun 30, 2024 reported Census ASPP
$229M (2023-06) · $213M (2022-06)
Investment expense
$15.7M Jun 30, 2024 reported Census ASPP
$20.0M (2023-06) · $25.0M (2022-06)
What changed
No dated events yet.
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: Census PID6 119325
Cross-graph: no entry on another DFX graph
First observed Sep 15, 2026, last observed Sep 15, 2026. Classification confirmed. Every row above carries its source; a reported figure is the subject’s own, a derived one is arithmetic on reported figures, an estimated one is a model or a survey imputation and is never summed into a headline.