Santa Barbara County Employees Retirement Association
Public pension, based in California, reporting $4.5B in assets, for 11,878 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Mar 2025, Santa Barbara County Employees Retirement Association reports Apollo European Principal Finance Fund (Feeder), L.P.: $7M committed (Apollo Capital Management L.P.) (as of 2025-03-31).
4 more people, 35 more managers, 119 more commitments and 116 more dated events
Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
People to know
View all people- Chief Executive OfficerWhy: Runs the firm (chief executive or president)No route on file yet
Capital path
who backs this record, through what, into what; each name opens its own path- Michael DalyChair
- Gregory E. LevinChief Executive Officer
- Gregory E. LevinChief Executive Officer
- Kelso Investment Associates IX, L.P.$15.0M committed
- CVC Capital Partners IX, L.P.$10.7M committed
- CVC Capital Partners VII, L.P.$10.4M committed
- Kohlberg & Company$47.5M across 5 commitments
- Platinum Equity Advisors, LLC$47.3M across 5 commitments
- Hamilton Lane$46.2M across 8 commitments
Relationship network
169 connected entities122 observed commitments23 repeat counterparties$1.1B disclosed commitments (121 commitments)21 dated commitments shown here, 2025
From board minutes, annual reports, Form 5500 filings and public records of commitments, consultants and staff in the allocator graph. Commitment amounts are those the allocator disclosed; many are not printed, and none is estimated.
Some relationships on this record are counted rather than named here. They open with the full profile.
Click any name or line for the commitments and sources behind it. Line weight is commitments together; dashed lines are inferred.
- Sponsor
- Fund or vehicle
- Service provider
- Person
›How strength and recency are read
Managers, funds and consultants are read from the commitments: three or more is a strong observed relationship, two a repeat counterparty. No consultant link is marked current on the source, so none is labelled current or former here. Related plans, people and plan service providers are ordered by what the filing shows.
Darker lines were active in the last 24 months or are current; lighter lines are older or undated.
Size, funding, policy and commitments, with their basesPublic pensionShowHide
Allocation policy
| Asset class (as printed) | Bucket | Target | Range | Actual | Gap | Basis |
|---|---|---|---|---|---|---|
| Core Fixed Income | Fixed income | 17.0% | reported sbcers.org | |||
| Custom Non-Core Fixed Income | Fixed income | 11.0% | reported sbcers.org | |||
| Private Equity | Private equity | 10.0% | reported sbcers.org | |||
| Broad US Equity | Public equity | 19.0% | reported sbcers.org | |||
| Dev'd Markets Non-US Equity | Public equity | 11.0% | reported sbcers.org | |||
| Emerging Markets Equity | Public equity | 7.0% | reported sbcers.org | |||
| Custom Real Return | Real assets | 15.0% | reported sbcers.org | |||
| Custom Real Estate | Real estate | 10.0% | reported sbcers.org |
Consultants and advisers
- Hamilton Lane Specialist consultantthrough Jun 30, 2025 ACFR
- RVK, Inc. General consultantthrough Jun 30, 2025 ACFR
- Cheiron Actuarythrough Jun 30, 2025 ACFR
Decision makers
- Gregory E. Levin · Chief Executive OfficerWhy this person: Runs the firm (chief executive or president)
Who else at this allocator · 1 person, grouped by function
Ranked by the role the firm or its filing states, a route on file and deals led. Every reason is read from the record, never inferred. Routes are published by the person or the firm (their bio, the team page or a filing) and are revealed on a plan; data bought from a provider is never shown, and a route printed at a firm the person has since left is held back.
People
- Michael Daly ChairBoard chair
- Gregory E. Levin Chief Executive OfficerExecutive director / CEO
- Gregory E. Levin Chief Executive OfficerExecutive director / CEO
+4 more people on the investment staff and board
Every name, title and published role at this allocator, with the page it was read from.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Manager roster
- Kohlberg & Company$47.5M, 5 rows, latest Mar 31, 2025
- Platinum Equity Advisors, LLC$47.3M, 5 rows, latest Mar 31, 2025
- Hamilton Lane$46.2M, 8 rows, latest Mar 31, 2025
+35 more managers received commitments
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
What changed
- Mar 31, 2025Commitment disclosedreport dateSanta Barbara County Employees Retirement Association reports Apollo European Principal Finance Fund (Feeder), L.P.: $7M committed (Apollo Capital Management L.P.) (as of 2025-03-31)with Apollo Capital Management L.P.sbcers.org
- Mar 31, 2025Commitment disclosedreport dateSanta Barbara County Employees Retirement Association reports NovaCap Technologies VII, L.P.: $8M committed (Novacap Management Inc.) (as of 2025-03-31)with Novacap Management Inc.sbcers.org
- Mar 31, 2025Commitment disclosedreport dateSanta Barbara County Employees Retirement Association reports Actis Global 4, L.P.: $8M committed (Actis GP) (as of 2025-03-31)with Actis GPsbcers.org
- Mar 31, 2025Commitment disclosedreport dateSanta Barbara County Employees Retirement Association reports Platinum Equity Small Cap Fund II, L.P.: $10M committed (Platinum Equity Advisors, LLC) (as of 2025-03-31)with Platinum Equity Advisors, LLCsbcers.org
- Mar 31, 2025Commitment disclosedreport dateSanta Barbara County Employees Retirement Association reports Gridiron Capital Fund V, L.P.: $10M committed (Gridiron Capital, LLC) (as of 2025-03-31)with Gridiron Capital, LLCsbcers.org
+116 more dated events
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Mar 31, 2025 | Lexington Capital Partners VI, L.P. | unresolved | Private equity | $30.0M | 2005 | Disclosed holding | sbcers.org |
| as of Mar 31, 2025 | Kelso Investment Associates IX, L.P. | Kelso & Company, L.P. | Private equity | $15.0M | 2015 | Disclosed holding | sbcers.org |
| as of Mar 31, 2025 | AS Birch Grove Opportunities Fund, L.P. (fka Ascribe IV) | unresolved | Private credit | $12.8M | 2020 | Disclosed holding | sbcers.org |
+119 more commitments
Every fund and manager this allocator committed to, with the amount, date and source on each.
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Size and funding
Provenance
Provenance
Not yet on record: funded ratio.
Santa Barbara County Employees Retirement Association sits on 212 traced paths of capital across the graphs.
DFX traced 212 paths of capital through this record
Every record on each path, what it committed or lent, and as of when.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Derived from allocator disclosures, BDC schedules and SEC filings; confidence is the weakest hop.
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Record history
- Commitment disclosed2025-03-31source on record
- Commitment disclosed2025-03-31source on record
- Commitment disclosed2025-03-31source on record
+118 more changes on this record's ledger
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
The ledger records every merge, rename and reclassification this record went through and the dated filings observed on it, so the identity on this page can be traced to the records it was built from. The ledger's own sentences name other records, so they show with the names.
›Connections
every published relationship on the graph
+95 connections on the graph
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