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 Kelso Investment Associates X, L.P.: $10M committed (as of 2025-03-31).
4 more people, 119 more commitments and 237 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
Relationship network
223 connected entities122 observed commitments$1.1B disclosed commitments (121 commitments)
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.
- 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
What changed
- Mar 31, 2025Commitment disclosedreport dateSanta Barbara County Employees Retirement Association reports Kelso Investment Associates X, L.P.: $10M committed (as of 2025-03-31)
- Mar 31, 2025Commitment disclosedreport dateSanta Barbara County Employees Retirement Association reports Fund B: $8M committed (as of 2025-03-31)
- Mar 31, 2025Commitment disclosedreport dateSanta Barbara County Employees Retirement Association reports Gilde Buyout Fund IV L.P.: $4M committed (as of 2025-03-31)
- Mar 31, 2025Commitment disclosedreport dateSanta Barbara County Employees Retirement Association reports GTCR Fund XIV LP: $10M committed (as of 2025-03-31)
- Mar 31, 2025Commitment disclosedreport dateSanta Barbara County Employees Retirement Association reports Platinum Equity Capital Partners III, L.P.: $8M committed (as of 2025-03-31)
+237 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. | unresolved | 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.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
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
+239 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
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.