This allocator's name, 1 more person, 10 more advisers, 4 more managers, 10 more commitments and 21 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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Public pension in California

Public pensionmunicipal· California

Public pension, based in California, reporting $86B in assets, for 194,742 participants.

Composed from this allocator's classification, location and filed figures.

Assets
$86B
Fund commitments
13
Managers
1
As of · the latest dated event for this allocator; each figure carries its own filing or report date

What matters now

  1. $825M
    approved, 2 funds

    $825M approved across 2 funds on 12 Aug 2026: Cheyne Capital Management separate account $750M, Whitman/Peterson Partners V $75M.

    12 Aug 2026 · 1 re-up with an existing manager.

    Factboard minutes, 12 Aug 2026For GPs raising in these strategies, placement agentsBoard record →
  2. 3 searches
    open now

    3 open manager searches: Real Estate Consultant search; Real Estate Consultant search; Passive Cash Overlay Investment Manager search.

    opened 12 Aug 2026 · A mandate the plan is hiring for now; a manager can still respond.

    Factthe plan's own search notices and minutesFor managers in the searched asset class, consultantsOpen searches →
  3. Consultant
    changed

    Changed investment consultant.

    12 Aug 2026 · A new consultant reviews the manager line-up and brings its own shortlist.

    Factboard minutes or Form 5500 Schedule CConsultants →

Capital path

who backs this record, through what, into what; each name opens its own path
Who decides
All 4
Public pension in California
Funds committed to
All 5
Managers
All 7
Size, funding, policy and commitments, with their basesPublic pensionShow
Public pension
Assets
$86B
Fiduciary net position, Jun 30, 2025 reported
Funded
not on record
not filed
Private markets target
no policy read
policy Jun 30, 2025
Commitments
13
13 dated closings
Allocation policy
ACFR, as of Jun 30, 2025
Actual allocation lines without a target (as filed)
  • Overlays & Hedges 1.0%
  • Real Assets and Inflation Hedges 14.0%
  • Risk Reduction and Mitigation 24.0%
  • Other Assets 1.0%
  • Credit 12.0%
  • Growth 48.0%
Consultants and advisers
13 firms

+10 more consultants and advisers advise this allocator

Every name, record and relationship behind this count, with the source on each.

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People
4 roles
Chief investment officer
Jonathan Grabel
Chief Investment Officer (Jun 30, 2025) lacera.gov
Jonathan Grabel Acting Chief Executive Officer Chief Investment Officer
  • Jude Perez Deputy Chief Investment OfficerDeputy CIO
  • Luis A. Lugo Acting Chief Executive OfficerExecutive director / CEO

+1 more person on the investment staff and board

Every name, title and published role at this allocator, with the page it was read from.

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Manager roster
7 managers on the commitment tape
From the plan’s own commitment disclosures

+4 more managers received commitments

Every name, record and relationship behind this count, with the source on each.

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What changed
26 events

+21 more dated events

Every name, record and relationship behind this count, with the source on each.

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Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Commitments
13 rows, 7 dated closings
DateFundManagerBucketAmountVintageStatusSource
Aug 12, 2026Cheyne Capital Management separate accountseparate accountCheyne Capital ManagementPrivate credit$750MCommitted (dated)lacera.gov
Aug 12, 2026Whitman Peterson Fund Vco investmentWhitman PetersonReal estate$75.0MCommitted (dated)re-uplacera.gov
Jun 23, 2026Kingswood Capital Opportunities Fund IVKingswood Capital Management, L.P.Private equity$220MCommitted (dated)lacera.gov

+10 more commitments

Every fund and manager this allocator committed to, with the amount, date and source on each.

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Size and funding
58 readings
Total assets
$78B Jun 30, 2024 reported Census ASPP
$74B (2023-06) · $71B (2022-06)
Fiduciary net position
$86B Jun 30, 2025 reported ACFR
$79B (2024-06) · $74B (2023-06) · $70B (2022-06)
Long-term investments
$75B Jun 30, 2024 reported Census ASPP
$71B (2023-06) · $67B (2022-06)
Total pension liability
$14B Jun 30, 2024 derived Census ASPP
$15B (2023-06) · $14B (2022-06)
Discount rate
7.10% Jun 30, 2024 reported Census ASPP
7.13% (2023-06) · 7.13% (2022-06)
Participants
194,742 Jun 30, 2024 derived Census ASPP
190,353 (2023-06) · 187,184 (2022-06)
Active members
98,700 Jun 30, 2024 derived Census ASPP
96,917 (2023-06) · 96,552 (2022-06)
Beneficiaries
74,781 Jun 30, 2024 reported Census ASPP
73,022 (2023-06) · 71,585 (2022-06)
Benefits paid
$4.5B Jun 30, 2024 reported Census ASPP
$4.2B (2023-06) · $4.0B (2022-06)
Investment expense
$184M Jun 30, 2024 reported Census ASPP
$189M (2023-06) · $310M (2022-06)
Commitment history
13 decisions the board record started
VehicleManagerAmountStateProposedApprovedClosedFirst reportedOther LPs
Cheyne Capital Management separate accountn/a$750Mclosed-Aug 12, 2026Aug 12, 2026--
Kingswood Capital Opportunities Small Cap Fund I, L.P.Kingswood Capital Management, L.P.$100Mclosed-Jul 8, 2026Jun 23, 2026-1
Kingswood Capital Opportunities Fund IV, L.P.Kingswood Capital Management, L.P.$220Mclosed-Jul 8, 2026Jun 23, 2026-1

+10 more board decisions

Every name, record and relationship behind this count, with the source on each.

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Provenance
Identifiers: none on file
Cross-graph: no entry on another DFX graph
First observed Sep 15, 2026, last observed Sep 23, 2026. Classification confirmed. Every row above carries its source; a reported figure is the subject’s own, a derived one is arithmetic on reported figures, an estimated one is a model or a survey imputation and is never summed into a headline.

Not yet on record: funded ratio, private markets allocation target.

Capital chain

This record sits on 53 traced paths of capital across the graphs.

Allocator commitments to a managerConsultant to allocator to manager

DFX traced 53 paths of capital through this record

Every record on each path, what it committed or lent, and as of when.

Includes 3 days of DFX Intelligence. Then $299/month unless canceled.

Derived from allocator disclosures, BDC schedules and SEC filings; confidence is the weakest hop.

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Record history

30 dated events on the change ledger, latest first
  • Commitment approved
    2026-08-12source
  • Commitment made
    2026-05-26source
  • Commitment made
    2025-11-12source

+27 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

+20 connections on the graph

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