Thornburg Investment Management
1 more commitment row
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.
Who backs this manager
| Allocator | Rows | Re-ups | Disclosed $ | Buckets | First | Latest |
|---|---|---|---|---|---|---|
| Iron Workers District Council of So Oh & Vicinity Pension Trust | 3 | 0 | Public equity | Jan 31, 2023 | Jan 31, 2025 | |
| Jack Buncher Foundation | 1 | 0 | Fixed income | Nov 30, 2024 | Nov 30, 2024 |
Funds on the tape
- Thornburg Global Equity Fund3 rows
- 170572.371 THORNBURG STRATEGIC INCOME FUND1 row
Corporate and Taft-Hartley plans (Schedule C)
Commitment rows
| Date | Allocator | Fund | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Jan 31, 2025 | Iron Workers District Council of So Oh & Vicinity Pension Trust | Thornburg Global Equity Fundcollective trust | Public equity | $38.4M held | Disclosed holding | askebsa.dol.gov | |
| as of Nov 30, 2024 | Jack Buncher Foundation | 170572.371 THORNBURG STRATEGIC INCOME FUND | Fixed income | $2.0M held | Disclosed holding | apps.irs.gov | |
| as of Jan 31, 2024 | Iron Workers District Council of So Oh & Vicinity Pension Trust | Thornburg Global Equity Fundcollective trust | Public equity | $31.7M held | Disclosed holding | askebsa.dol.gov |
+1 more commitment row
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
- Dec 31, 2023Manager relationship endedinferenceSheet Metal Workers' Pension Plan of Southern California Arizona and NevadaThornburg Investment Management no longer 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 Thornburg Investment Managementaskebsa.dol.gov
Thornburg Investment Management 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…
Thornburg Investment Management sits on 1 traced path of capital across the graphs.
DFX traced 1 path 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
+4 connections on the graph
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.