Private markets manager in Connecticut
This manager's name, 3 more allocators, 2 more funds, 4 more corporate plans and 25 more commitment rows
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 |
|---|---|---|---|---|---|---|
| Revised Pension Plan for Employees of Pennsylvania National Mutual Casualty Insurance Company and Its Affiliated Companies | 12 | 0 | Private credit | Dec 31, 2022 | Dec 31, 2024 | |
| Royal Neighbors of America Merged Retirement Plan | 9 | 0 | Private credit | Dec 31, 2022 | Dec 31, 2024 | |
| Plumbers Local 9 Pension Plan | 3 | 0 | Fixed income | Jun 30, 2023 | Jun 30, 2025 |
+3 more allocators back this manager
Every name, record and relationship behind this count, with the source on each.
7 days of DFX Intelligence free, then $199/month unless canceled.
Funds on the tape
+2 more funds on the tape
Every name, record and relationship behind this count, with the source on each.
7 days of DFX Intelligence free, then $199/month unless canceled.
Corporate and Taft-Hartley plans (Schedule C)
- Plumbers Local 9 Pension Planplan years
- Refrigeration, A/c & Service Div. (ua-Nj) Pension Planplan years
- Ibew Local Union No. 98, Zone 2 Pension Trust Fundplan years
+4 more corporate plans name this manager on Schedule C
Every name, record and relationship behind this count, with the source on each.
7 days of DFX Intelligence free, then $199/month unless canceled.
Commitment rows
| Date | Allocator | Fund | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Jun 30, 2025 | Plumbers Local 9 Pension Plan | A fund of this managercollective trust | Fixed income | $27.4M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Revised Pension Plan for Employees of Pennsylvania National Mutual Casualty Insurance Company and Its Affiliated Companies | A fund of this managercollective trust | Private credit | $87.8M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Revised Pension Plan for Employees of Pennsylvania National Mutual Casualty Insurance Company and Its Affiliated Companies | A fund of this managercollective trust | Private credit | $51.0M held | Disclosed holding | askebsa.dol.gov |
+25 more commitment rows
Every name, record and relationship behind this count, with the source on each.
7 days of DFX Intelligence free, then $199/month unless canceled.
What changed
This record 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.
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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
+7 connections on the graph
7 days of DFX Intelligence free, then $199/month unless canceled.