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
Brookfield
EIN 467425989
Public LPs on the tape
3
distinct allocators disclosing a fund
Commitment rows
4
1 dated closings
Disclosed commitments
$150M
sum of the LPs' own amounts; repeats across reports
Re-ups / new
0 / 0
the plans' own words
Corporate plans
5
Schedule C investment manager rows
Who backs this manager
3 allocators
| Allocator | Rows | Re-ups | Disclosed $ | Buckets | First | Latest |
|---|---|---|---|---|---|---|
| Vertex Energy Cash Balance Plan | 2 | 0 | Cash | Dec 31, 2023 | Dec 31, 2024 | |
| South Carolina Retirement System (SCRS) | 1 | 0 | $100M | Private equity | Apr 17, 2026 | Apr 17, 2026 |
| New York City Fire Department Article 1b Pension Fund | 1 | 0 | $50.0M | Hedge / diversifiers | Sep 24, 2025 | Sep 24, 2025 |
Funds on the tape
3 vehicles
- Sage Kis Moderate Cash Balance I2 rows
- Brookfield Capital Partners VII1 rows
- Brookfield Strategic Real Estate Partners V1 rows
Corporate and Taft-Hartley plans (Schedule C)
5 plans
- Hanford Multi-Employer Pension Planplan years 2024
- Pension Plan of the Pacific Northwest Laboratories Battelle Memorial Instituteplan years 2024
- SAN Diego Gas & Electric Company Cash Balance Planplan years 2022
- Sempra Cash Balance Planplan years 2022
- Southern California Gas Company Pension Planplan years 2022
Commitment rows
4 rows
| Date | Allocator | Fund | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| Apr 17, 2026 | South Carolina Retirement System (SCRS) | Brookfield Capital Partners VII | Private equity | $100M | Committed (dated) | rsic.sc.gov | |
| as of Sep 24, 2025 | New York City Fire Department Article 1b Pension Fund | Brookfield Strategic Real Estate Partners V | Hedge / diversifiers | $50.0M | Approved | comptroller.nyc.gov | |
| as of Dec 31, 2024 | Vertex Energy Cash Balance Plan | Sage Kis Moderate Cash Balance Icollective trust | Cash | $3.5M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Vertex Energy Cash Balance Plan | Sage Kis Moderate Cash Balance Icollective trust | Cash | $1.8M held | Disclosed holding | askebsa.dol.gov |
What changed
- South Carolina Retirement System (SCRS) commits $100M to Brookfield Capital Partners VII, closed 2026-04-17with Brookfieldrsic.sc.gov
- New York City Fire Pension Fund / NYC Bureau of Asset Management (Comptroller) approves $50M to Brookfield Strategic Real Estate Partners Vwith Brookfieldcomptroller.nyc.gov
- Dec 31, 2024Manager relationship endedinferencePension Plan of the Pacific Northwest Laboratories Battelle Memorial InstituteBrookfield no longer appears on Pension Plan of the Pacific Northwest Laboratories Battelle Memorial Institute's Schedule C as investment manager (plan year 2024 vs 2023)with Brookfieldaskebsa.dol.gov
- Dec 31, 2023Manager relationship startedPension Plan of the Pacific Northwest Laboratories Battelle Memorial InstituteBrookfield appears on Pension Plan of the Pacific Northwest Laboratories Battelle Memorial Institute's Schedule C as investment manager (plan year 2023 vs 2022)with Brookfieldaskebsa.dol.gov
- Brookfield no longer appears on Sempra Cash Balance Plan's Schedule C as investment manager (plan year 2023 vs 2022)with Brookfieldaskebsa.dol.gov
- Brookfield no longer appears on Southern California Gas Company Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)with Brookfieldaskebsa.dol.gov
- Brookfield no longer appears on SAN Diego Gas & Electric Company Cash Balance Plan's Schedule C as investment manager (plan year 2023 vs 2022)with Brookfieldaskebsa.dol.gov