Earnest Partners
37 more allocators, 5 more funds, 69 more corporate plans, 106 more commitment rows and 1 more dated event
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| Allocator | Rows | Re-ups | Disclosed $ | Buckets | First | Latest |
|---|---|---|---|---|---|---|
| Stone and Marble Masons of Metropolitan Washington D.C. Pension Fund | 6 | 0 | Pooled vehicles | Jun 30, 2023 | Jun 30, 2025 | |
| Heating, Piping and Refrigeration Pension Fd Pension Fund | 3 | 0 | Pooled vehicles | Aug 31, 2023 | Aug 31, 2025 | |
| Upstate New York Bakery Drivers and Industry Pension Fund | 3 | 0 | Pooled vehicles | Jun 30, 2023 | Jun 30, 2025 |
+37 more allocators back this manager
Every name, record and relationship behind this count, with the source on each.
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- Earnest Partners Smid Cap Core Fund73 rows
- Earnest Partners International Fund13 rows
- Earnest Partners Multi Invest Trust8 rows
+5 more funds on the tape
Every name, record and relationship behind this count, with the source on each.
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- Chicago Symphony Orchestra Pension Planplan years
- Stone and Marble Masons of Metropolitan Washington D.C. Pension Fundplan years
- 32bj School Workers Pension Fundplan years
+69 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.
| Date | Allocator | Fund | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2025 | Gates Family Foundation | EARNEST PARTNERS | Private equity | $18.0M held | Disclosed holding | apps.irs.gov | |
| as of Aug 31, 2025 | Heating, Piping and Refrigeration Pension Fd Pension Fund | Earnest Partners Multi Invest Trustcollective trust | Pooled vehicles | $73.9M held | Disclosed holding | askebsa.dol.gov | |
| as of Jun 30, 2025 | Upstate New York Bakery Drivers and Industry Pension Fund | Earnest Partners Smid Cap Core Fundcollective trust | Pooled vehicles | $7.0M held | Disclosed holding | askebsa.dol.gov |
+106 more commitment rows
Every name, record and relationship behind this count, with the source on each.
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- Earnest Partners no longer appears on The University of Chicago Retirement Income Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Earnest Partnersaskebsa.dol.gov
- Dec 31, 2024Manager relationship endedinferenceSign, Pictorial and Display Union Local No. 591 Afl-Cio Pension FundEarnest Partners no longer appears on Sign, Pictorial and Display Union Local No. 591 Afl-Cio Pension Fund's Schedule C as investment manager (plan year 2024 vs 2023)with Earnest Partnersaskebsa.dol.gov
- Sheet Metal Workers Local Union No. 32 Pension Trust Fund first reports an interest in Earnest Partners Multi Invest Trust (Earnest Partners): $4M at 2024-06-30with Earnest Partnersaskebsa.dol.gov
- Earnest Partners LLC no longer appears on Dimensions Health Corporation Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)with Earnest Partnersaskebsa.dol.gov
- Earnest Partners appears on The University of Chicago Retirement Income Plan's Schedule C as investment manager (plan year 2023 vs 2022)with Earnest Partnersaskebsa.dol.gov
+1 more dated event
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Earnest Partners sits on 42 traced paths of capital across the graphs.
DFX traced 42 paths of capital through this record
Every record on each path, what it committed or lent, and as of when.
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Derived from allocator disclosures, BDC schedules and SEC filings; confidence is the weakest hop.
Checking your plan…
›Connections
every published relationship on the graph
+75 connections on the graph
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