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

San Mateo County Employees Retirement Association

Public pensionmunicipalCA
Assets
$6.5B
Total assets, Jun 30, 2024 reported
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
Cash & Cash EquivalentsCash1.0%2.2%+1.2reported content.samcera.gov
Cash Flow MatchedCash4.5%3.4%-1.1reported content.samcera.gov
Defensive FixedFixed income12.5%12.6%+0.1reported content.samcera.gov
Absolute ReturnHedge / diversifiers6.0%5.2%-0.8reported content.samcera.gov
Cash OverlayHedge / diversifiers0.0%-1.1%-1.1reported content.samcera.gov
Opportunistic CreditPrivate credit11.0%11.2%+0.2reported content.samcera.gov
Private EquityPrivate equity7.0%7.0%+0.0reported content.samcera.gov
Domestic EquityPublic equity23.0%24.2%+1.2reported content.samcera.gov
International EquityPublic equity18.0%17.7%-0.3reported content.samcera.gov
Private Real AssetsReal assets5.0%5.9%+0.9reported content.samcera.gov
Public Real AssetsReal assets3.0%4.4%+1.4reported content.samcera.gov
Real EstateReal estate9.0%7.3%-1.7reported content.samcera.gov
Consultants and advisers
3 firms
People
5 roles
Chief investment officer
Michael Coultrip
Chief Investment Officer (Jun 30, 2025) content.samcera.gov
CHIEF INVESTMENT OFFICER ASSISTANT EXECUTIVE OFFICER CHIEF LEGAL COUNSEL Michael Coultrip Gladys Smith Paul Okada
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
$6.5B Jun 30, 2024 reported Census ASPP
$6.1B (2023-06) · $5.7B (2022-06)
Fiduciary net position
$6.5B Jun 30, 2024 reported Census ASPP
$6.0B (2023-06) · $5.6B (2022-06)
Long-term investments
$6.3B Jun 30, 2024 reported Census ASPP
$5.8B (2023-06) · $5.3B (2022-06)
Total pension liability
$775M Jun 30, 2024 derived Census ASPP
$877M (2023-06) · $737M (2022-06)
Discount rate
6.40% Jun 30, 2024 reported Census ASPP
6.42% (2023-06) · 6.42% (2022-06)
Participants
14,665 Jun 30, 2024 derived Census ASPP
13,690 (2023-06) · 13,252 (2022-06)
Active members
5,528 Jun 30, 2024 derived Census ASPP
5,334 (2023-06) · 5,249 (2022-06)
Beneficiaries
6,095 Jun 30, 2024 reported Census ASPP
5,932 (2023-06) · 5,779 (2022-06)
Benefits paid
$317M Jun 30, 2024 reported Census ASPP
$299M (2023-06) · $277M (2022-06)
Investment expense
$64.5M Jun 30, 2024 reported Census ASPP
$45.5M (2023-06) · $50.7M (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 100640
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.