Reading the graph
Allocators
CA
Data as of (this record's last observation) from Government tapes; SEC filings; What the plans publish; Pending. Page built and rebuilt at most every 15 minutes.
Dated 2026-06-23 (document); first seen by DFX 2026-09-16.
Dated 2026-06-23 (document); first seen by DFX 2026-09-16.
Dated 2026-08-12 (document); first seen by DFX 2026-09-16.
Dated 2026-07-08 (document); first seen by DFX 2026-09-16.
Dated 2026-07-08 (document); first seen by DFX 2026-09-16.
Dated 2026-05-26 (document); first seen by DFX 2026-09-16.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Fund | Manager | Bucket | Commitment | Basis | Committed | Vintage | Re-up | Status |
|---|---|---|---|---|---|---|---|---|
| Cheyne Capital Management separate account | n/a | Private credit | $750M | printed | Aug 12, 2026 | n/a | n/a | Committed |
| Whitman Peterson Fund V | n/a | Real estate | $75.0M | printed | Aug 12, 2026 | n/a | yes | Committed |
| Kingswood Capital Opportunities Fund IV | Kingswood Capital Management, L.P. | Private equity | $220M | printed | Jun 23, 2026 | n/a | n/a | Committed |
| Kingswood Capital Opportunities Small Cap Fund I | Kingswood Capital Management, L.P. | Private equity | $100M | printed | Jun 23, 2026 | n/a | n/a | Committed |
| Triton Fund 6 SCSp | n/a | Private equity | $400M | printed | May 26, 2026 | n/a | n/a | Committed |
| Court Square Capital V, L.P. | Court Square Capital | Private equity | $200M | printed | May 21, 2026 | n/a | n/a | Committed |
| Parametric Portfolio Associates, LLP separate account | Parametric Portfolio Associates | Hedge diversifiers | $60.0M | printed | Nov 12, 2025 | n/a | n/a | Committed |
| Bregal Sagemount V, L.P. | n/a | Private equity | $190M | printed | n/a | n/a | n/a | Approved |
| Partners Group | Partners Group | Private equity | $50.0M | printed | n/a | n/a | n/a | Approved |
| GCM Grosvenor separate account | GCM Grosvenor | Real estate | $400M | printed | n/a | n/a | n/a | Approved |
| BlackRock, Inc. separate account | n/a | Real assets | $400M | printed | n/a | n/a | n/a | Approved |
| Aequim Arbitrage separate account | n/a | Hedge diversifiers | $300M | printed | n/a | n/a | n/a | Approved |
| Orion Mine Finance Fund | Orion Mine Finance Fund III, L.P. | Real assets | $100M | printed | n/a | n/a | yes | Approved |
| Bucket | Target % | Range low | Range high | Actual % | Actual | Period end | Basis |
|---|---|---|---|---|---|---|---|
| Overlays & Hedges | n/a | n/a | n/a | 1 | n/a | Jun 30, 2025 | Reported |
| Real Assets and Inflation Hedges | n/a | n/a | n/a | 14 | n/a | Jun 30, 2025 | Reported |
| Risk Reduction and Mitigation | n/a | n/a | n/a | 24 | n/a | Jun 30, 2025 | Reported |
| Other Assets | n/a | n/a | n/a | 1 | n/a | Jun 30, 2025 | Reported |
| Credit | n/a | n/a | n/a | 12 | n/a | Jun 30, 2025 | Reported |
| Growth | n/a | n/a | n/a | 48 | n/a | Jun 30, 2025 | Reported |
| Consultant | Role | From | To | Current | Evidence | Source |
|---|---|---|---|---|---|---|
| Klausner Kaufman and Nossaman | General consultant | Aug 12, 2026 | n/a | yes | fact | Public pension minutes |
| State Street Bank & Trust Company | custodian | Jul 8, 2026 | n/a | yes | fact | Public pension minutes |
| Stepstone Group LLC | Specialist consultant | Apr 8, 2026 | n/a | yes | fact | Public pension minutes |
| Kroll, LLC (US) | Specialist consultant | n/a | Jun 30, 2025 | no | fact | Public pension acfr |
| Meketa Investment Group Inc. | General consultant | n/a | Jun 30, 2025 | no | fact | Public pension acfr |
| Evercore Group | Specialist consultant | n/a | Jun 30, 2025 | no | fact | Public pension acfr |
| Mercer Investments LLC | Specialist consultant | n/a | Jun 30, 2025 | no | fact | Public pension acfr |
| Milliman, Inc. | actuary | n/a | Jun 30, 2025 | no | fact | Public pension acfr |
| Albourne America LLC | Hedge consultant | n/a | Jun 30, 2025 | no | fact | Public pension acfr |
| Deutsche Bank National Trust Company | custodian | n/a | Jun 30, 2025 | no | fact | Public pension acfr |
| Altus Group US, Inc. | Re consultant | n/a | Jun 30, 2025 | no | fact | Public pension acfr |
| Campbell Lutyens & Co. Inc. | PE consultant | n/a | Jun 30, 2025 | no | fact | Public pension acfr |
| Jefferies LLC | Specialist consultant | n/a | Jun 30, 2025 | no | fact | Public pension acfr |
| Stepstone Group LLC | PE consultant | n/a | Jun 30, 2025 | no | fact | Public pension acfr |
| Person | Title | Role | Asset class | Current | From | Source |
|---|---|---|---|---|---|---|
| Jonathan Grabel | Chief Investment Officer | cio | n/a | yes | n/a | Public pension acfr |
| Jude Perez | Deputy Chief Investment Officer | Deputy cio | n/a | yes | n/a | Public pension acfr |
| Luis A. Lugo | Acting Chief Executive Officer | Executive director | n/a | yes | n/a | Public pension acfr |
| Santos H. Kreimann | Chief Executive Officer | Executive director | n/a | yes | n/a | Public pension acfr |
Between 2024-09-23 and 2026-08-14, 10 plans printed 181 commitments with a closing date across 67 managers, $30.4B where the plan printed a dollar amount. 62 of the funds and 62 of the managers resolve to a DFX private capital record. Most recent: Virginia Retirement System (VRS) $200M to ValueAct Strategic Global Fund II, closed 2026-08-14; Los Angeles County Employees Retirement Association $750M to Cheyne Capital Management separate account, closed 2026-08-12; Los Angeles County Employees Retirement Association $75M to Whitman Peterson Fund V, closed 2026-08-12; South Carolina Retirement System (SCRS) $150M to Industry Ventures Secondary XI, closed 2026-07-28; South Carolina Retirement System (SCRS) $150M to Abacus Multi-Family Partners VII, closed 2026-07-23.
Across 80 plans, 42 consultant appearances and 39 disappearances on Schedule C between adjacent filing years, 44 of them at plans reporting $1B or more. Appeared: Wipfli Advisory LLC at National Electrical Benefit Fund ($22.5B); MRI Software LLC at National Electrical Benefit Fund ($22.5B); Tier 1 Consultants LLC at Bricklayers & Trowel Trades International Pension Fund ($2.1B). No longer on the schedule: Callan LLC at Nys Teachers' Retirement System ($154.2B); Mercer at Virginia Retirement System (VRS) ($114.4B); Mercer at Virginia Retirement System (VRS) ($114.4B); Aksia LLC at Oregon Public Employees Retirement Fund ($98.0B).