35 more managers, 119 more commitments and 116 more dated events
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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Santa Barbara County Employees Retirement Association
Public pension, based in California, reporting $4.5B in assets, for 11,878 participants.
Composed from this allocator's classification, location and filed figures.
- Assets
- $4.5B
- Private allocation
- 35.0%
- Fund commitments
- 122
Nothing material in the last 90 days. Last change: 31 Mar 2025, Santa Barbara County Employees Retirement Association reports Apollo European Principal Finance Fund (Feeder), L.P.: $7M committed (Apollo Capital Management L.P.) (as of 2025-03-31).
Capital path
who backs this record, through what, into what; each name opens its own path- Gregory E. LevinChief Executive Officer
- Kelso Investment Associates IX, L.P.$15.0M committed
- CVC Capital Partners IX, L.P.$10.7M committed
- CVC Capital Partners VII, L.P.$10.4M committed
- Kohlberg & Company$47.5M across 5 commitments
- Platinum Equity Advisors, LLC$47.3M across 5 commitments
- Hamilton Lane$46.2M across 8 commitments
Size, funding, policy and commitments, with their basesPublic pensionShowHide
| Asset class (as printed) | Bucket | Target | Range | Actual | Gap | Basis |
|---|---|---|---|---|---|---|
| Core Fixed Income | Fixed income | 17.0% | reported sbcers.org | |||
| Custom Non-Core Fixed Income | Fixed income | 11.0% | reported sbcers.org | |||
| Private Equity | Private equity | 10.0% | reported sbcers.org | |||
| Broad US Equity | Public equity | 19.0% | reported sbcers.org | |||
| Dev'd Markets Non-US Equity | Public equity | 11.0% | reported sbcers.org | |||
| Emerging Markets Equity | Public equity | 7.0% | reported sbcers.org | |||
| Custom Real Return | Real assets | 15.0% | reported sbcers.org | |||
| Custom Real Estate | Real estate | 10.0% | reported sbcers.org |
- Hamilton Lane Specialist consultantthrough Jun 30, 2025 ACFR
- RVK, Inc. General consultantthrough Jun 30, 2025 ACFR
- Cheiron Actuarythrough Jun 30, 2025 ACFR
- Gregory E. Levin Chief Executive OfficerExecutive director / CEO
- Kohlberg & Company$47.5M, 5 rows, latest Mar 31, 2025
- Platinum Equity Advisors, LLC$47.3M, 5 rows, latest Mar 31, 2025
- Hamilton Lane$46.2M, 8 rows, latest Mar 31, 2025
+35 more managers received commitments
Every name, record and relationship behind this count, with the source on each.
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- Mar 31, 2025Commitment disclosedreport dateSanta Barbara County Employees Retirement Association reports Apollo European Principal Finance Fund (Feeder), L.P.: $7M committed (Apollo Capital Management L.P.) (as of 2025-03-31)with Apollo Capital Management L.P.sbcers.org
- Mar 31, 2025Commitment disclosedreport dateSanta Barbara County Employees Retirement Association reports NovaCap Technologies VII, L.P.: $8M committed (Novacap Management Inc.) (as of 2025-03-31)with Novacap Management Inc.sbcers.org
- Mar 31, 2025Commitment disclosedreport dateSanta Barbara County Employees Retirement Association reports Actis Global 4, L.P.: $8M committed (Actis GP) (as of 2025-03-31)with Actis GPsbcers.org
- Mar 31, 2025Commitment disclosedreport dateSanta Barbara County Employees Retirement Association reports Platinum Equity Small Cap Fund II, L.P.: $10M committed (Platinum Equity Advisors, LLC) (as of 2025-03-31)with Platinum Equity Advisors, LLCsbcers.org
- Mar 31, 2025Commitment disclosedreport dateSanta Barbara County Employees Retirement Association reports Gridiron Capital Fund V, L.P.: $10M committed (Gridiron Capital, LLC) (as of 2025-03-31)with Gridiron Capital, LLCsbcers.org
+116 more dated events
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $249/month unless canceled.
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Mar 31, 2025 | Lexington Capital Partners VI, L.P. | unresolved | Private equity | $30.0M | 2005 | Disclosed holding | sbcers.org |
| as of Mar 31, 2025 | Kelso Investment Associates IX, L.P. | Kelso & Company, L.P. | Private equity | $15.0M | 2015 | Disclosed holding | sbcers.org |
| as of Mar 31, 2025 | AS Birch Grove Opportunities Fund, L.P. (fka Ascribe IV) | unresolved | Private credit | $12.8M | 2020 | Disclosed holding | sbcers.org |
+119 more commitments
Every fund and manager this allocator committed to, with the amount, date and source on each.
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Provenance
Not yet on record: funded ratio.
Santa Barbara County Employees Retirement Association sits on 211 traced paths of capital across the graphs.
DFX traced 211 paths 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.
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Record history
- Commitment disclosed2025-03-31source
- Commitment disclosed2025-03-31source
- Commitment disclosed2025-03-31source
+118 more changes on this record's ledger
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The ledger records every merge, rename and reclassification this record went through and the dated filings observed on it, so the identity on this page can be traced to the records it was built from. The ledger's own sentences name other records, so they show with the names.
›Connections
every published relationship on the graph
+95 connections on the graph
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