Mcmorgan & Company, LLC
8 more allocators, 24 more corporate plans, 26 more commitment rows and 2 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.
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Who backs this manager
| Allocator | Rows | Re-ups | Disclosed $ | Buckets | First | Latest |
|---|---|---|---|---|---|---|
| Pension and Retirement Plan of Plumbers and Pipefitters Union Local 525 | 3 | 0 | Infrastructure | Jun 30, 2023 | Jun 30, 2025 | |
| NEW York District Council of Carpenters Pension Pl | 3 | 0 | Infrastructure | Jun 30, 2023 | Jun 30, 2025 | |
| Operating Engineers Pension Trust | 3 | 0 | Infrastructure | Jun 30, 2023 | Jun 30, 2025 |
+8 more allocators back this manager
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Funds on the tape
Corporate and Taft-Hartley plans (Schedule C)
- Operating Engineers Pension Trustplan years
- NEW York District Council of Carpenters Pension Plplan years
- Pension and Retirement Plan of Plumbers and Pipefitters Union Local 525plan years
+24 more corporate plans name this manager on Schedule C
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Commitment rows
| Date | Allocator | Fund | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Jun 30, 2025 | Pension and Retirement Plan of Plumbers and Pipefitters Union Local 525 | Mcmorgan Infrastructure Fund I, LP103 12 ie | Infrastructure | $3.1M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2025 | NEW York District Council of Carpenters Pension Pl | Mcmorgan Infrastructure Fund I, LP103 12 ie | Infrastructure | $64.9M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2025 | Operating Engineers Pension Trust | Mcmorgan Infrastructure Fund I, LP103 12 ie | Infrastructure | $26.7M held | Disclosed holding | askebsa.dol.gov |
+26 more commitment rows
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
- Mcmorgan appears on Carpenters Pension Trust Fund for Northern California's Schedule C as investment manager (plan year 2024 vs 2023)with Mcmorgan & Company, LLCaskebsa.dol.gov
- Mcmorgan & Company LLC appears on Ufcw No. California Employers Joint Pension Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Mcmorgan & Company, LLCaskebsa.dol.gov
- Dec 31, 2024Manager relationship endedinferenceDefined Benefit Pension Plan of Agc-Iuoe Local 701 Pension Trust FundMcmorgan & Company LLC no longer appears on Defined Benefit Pension Plan of Agc-Iuoe Local 701 Pension Trust Fund's Schedule C as investment manager (plan year 2024 vs 2023)with Mcmorgan & Company, LLCaskebsa.dol.gov
- Dec 31, 2023Manager relationship endedinferenceCarpenters Pension Trust Fund for Northern CaliforniaMcmorgan no longer appears on Carpenters Pension Trust Fund for Northern California's Schedule C as investment manager (plan year 2023 vs 2022)with Mcmorgan & Company, LLCaskebsa.dol.gov
- Dec 31, 2023Manager relationship startedSheet Metal Workers' Pension Plan of Southern California Arizona and NevadaMcmorgan & Company LLC appears on Sheet Metal Workers' Pension Plan of Southern California Arizona and Nevada's Schedule C as investment manager (plan year 2023 vs 2022)with Mcmorgan & Company, LLCaskebsa.dol.gov
+2 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.
Mcmorgan & Company, LLC is the same institution as 1 record in Independent Sponsors.
The joined record opens with the product, beside every other relationship on this page.
Checking your plan…
Mcmorgan & Company, LLC sits on 22 traced paths of capital across the graphs.
DFX traced 22 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.
Checking your plan…
›Connections
every published relationship on the graph
+29 connections on the graph
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.