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.

Manager

Sierra Investmetn Partners, Inc.

EIN 906149946
Public LPs on the tape
9
distinct allocators disclosing a fund
Commitment rows
25
0 dated closings
Disclosed commitments
n/a
sum of the LPs' own amounts; repeats across reports
Re-ups / new
0 / 0
the plans' own words
Corporate plans
1
Schedule C investment manager rows
Who backs this manager
9 allocators
AllocatorRowsRe-upsDisclosed $BucketsFirstLatest
Wisconsin Laborers' Pension Fund30Public equityAug 31, 2023Aug 31, 2025
Operating Engineers Local No. 825 Pension Fund30Public equityJun 30, 2023Jun 30, 2025
Construction Workers Pension Trust Fund - Lake County and Vicinity Pension Plan30Public equityMay 31, 2023May 31, 2025
Ibew Local 595 Pension Plan30Public equityDec 31, 2022Dec 31, 2024
Bricklayers & Allied Craftworkers Local No. 4 of New Jersey Pension Plan30Public equityDec 31, 2022Dec 31, 2024
Bricklayers & Allied Craftworkers Local No. 5 Pension Plan30Public equityDec 31, 2022Dec 31, 2024
Central Pennsylvania Teamsters Defined Benefit Plan30Public equityDec 31, 2022Dec 31, 2024
Hawaii Electricians Pension Plan20Public equitySep 30, 2024Sep 30, 2025
Laborers Pension Trust Fund for Northern Nevada20Public equityMay 31, 2023May 31, 2024
Funds on the tape
1 vehicles
Corporate and Taft-Hartley plans (Schedule C)
1 plans
Commitment rows
25 rows
DateAllocatorFundBucketAmountVintageStatusSource
as of Sep 30, 2025Hawaii Electricians Pension PlanSierra Franklin Eafe Plus Equity Trcollective trustPublic equity$10.0M heldDisclosed holdingaskebsa.dol.gov
as of Aug 31, 2025Wisconsin Laborers' Pension FundSierra Franklin Eafe Plus Equity Trcollective trustPublic equity$16.8M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2025Operating Engineers Local No. 825 Pension FundSierra Franklin Eafe Plus Equity Trcollective trustPublic equity$56.3M heldDisclosed holdingaskebsa.dol.gov
as of May 31, 2025Construction Workers Pension Trust Fund - Lake County and Vicinity Pension PlanSierra Franklin Eafe Plus Equity Trcollective trustPublic equity$16.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Ibew Local 595 Pension PlanSierra Franklin Eafe Plus Equity Trcollective trustPublic equity$27.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Bricklayers & Allied Craftworkers Local No. 4 of New Jersey Pension PlanSierra Franklin Eafe Plus Equity Trcollective trustPublic equity$6.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Bricklayers & Allied Craftworkers Local No. 5 Pension PlanSierra Franklin Eafe Plus Equity Trcollective trustPublic equity$3.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Central Pennsylvania Teamsters Defined Benefit PlanSierra Franklin Eafe Plus Equity Trcollective trustPublic equity$57.6M heldDisclosed holdingaskebsa.dol.gov
as of Sep 30, 2024Hawaii Electricians Pension PlanSierra Franklin Eafe Plus Equity Trcollective trustPublic equity$9.6M heldDisclosed holdingaskebsa.dol.gov
as of Aug 31, 2024Wisconsin Laborers' Pension FundSierra Franklin Eafe Plus Equity Trcollective trustPublic equity$17.5M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2024Operating Engineers Local No. 825 Pension FundSierra Franklin Eafe Plus Equity Trcollective trustPublic equity$44.9M heldDisclosed holdingaskebsa.dol.gov
as of May 31, 2024Laborers Pension Trust Fund for Northern NevadaSierra Franklin Eafe Plus Equity Trcollective trustPublic equity$8.8M heldDisclosed holdingaskebsa.dol.gov
as of May 31, 2024Construction Workers Pension Trust Fund - Lake County and Vicinity Pension PlanSierra Franklin Eafe Plus Equity Trcollective trustPublic equity$15.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Central Pennsylvania Teamsters Defined Benefit PlanSierra Franklin Eafe Plus Equity Trcollective trustPublic equity$57.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Bricklayers & Allied Craftworkers Local No. 5 Pension PlanSierra Franklin Eafe Plus Equity Trcollective trustPublic equity$3.8M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Bricklayers & Allied Craftworkers Local No. 4 of New Jersey Pension PlanSierra Franklin Eafe Plus Equity Trcollective trustPublic equity$6.6M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2023Ibew Local 595 Pension PlanSierra Franklin Eafe Plus Equity Trcollective trustPublic equity$29.5M heldDisclosed holdingaskebsa.dol.gov
as of Aug 31, 2023Wisconsin Laborers' Pension FundSierra Franklin Eafe Plus Equity Trcollective trustPublic equity$15.4M heldDisclosed holdingaskebsa.dol.gov
as of Jun 30, 2023Operating Engineers Local No. 825 Pension FundSierra Franklin Eafe Plus Equity Trcollective trustPublic equity$42.8M heldDisclosed holdingaskebsa.dol.gov
as of May 31, 2023Construction Workers Pension Trust Fund - Lake County and Vicinity Pension PlanSierra Franklin Eafe Plus Equity Trcollective trustPublic equity$18.7M heldDisclosed holdingaskebsa.dol.gov
as of May 31, 2023Laborers Pension Trust Fund for Northern NevadaSierra Franklin Eafe Plus Equity Trcollective trustPublic equity$8.3M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Central Pennsylvania Teamsters Defined Benefit PlanSierra Franklin Eafe Plus Equity Trcollective trustPublic equity$52.2M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Ibew Local 595 Pension PlanSierra Franklin Eafe Plus Equity Trcollective trustPublic equity$27.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Bricklayers & Allied Craftworkers Local No. 5 Pension PlanSierra Franklin Eafe Plus Equity Trcollective trustPublic equity$4.5M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2022Bricklayers & Allied Craftworkers Local No. 4 of New Jersey Pension PlanSierra Franklin Eafe Plus Equity Trcollective trustPublic equity$6.9M heldDisclosed holdingaskebsa.dol.gov
What changed
  • May 31, 2025Holding endedinferenceLaborers Pension Trust Fund for Northern Nevada
    Laborers Pension Trust Fund for Northern Nevada no longer reports Sierra Franklin Eafe Plus Equity Tr (Sierra Investmetn Partners, Inc.) (last held $9M at 2024-05-31; absent from the 2025-05-31 filing)
    with Sierra Investmetn Partners, Inc.askebsa.dol.gov
  • Sep 30, 2024Holding startedHawaii Electricians Pension Plan
    Hawaii Electricians Pension Plan first reports an interest in Sierra Franklin Eafe Plus Equity Tr (Sierra Investmetn Partners, Inc.): $10M at 2024-09-30
    with Sierra Investmetn Partners, Inc.askebsa.dol.gov