Investment Managers
Manager | Location | Inception Date | Investment Mandate |
|---|---|---|---|
Boston Partners | Boston, MA | Mar-16 | Large Cap Value |
Dimensional Fund Advisors | Austin, TX | Apr-26 | Small Cap Core |
Frontier Capital Management | Boston, MA | Apr-26 | Small Cap Growth |
Pension Reserves Investment Management | Boston, MA | Oct-24 | Domestic Equity |
RBC Global Asset Management | Chicago, Il | Nov-05 | Small Cap Growth |
State Street Global Advisors | Boston, MA | Apr-17 | Large Cap Equity |
State Street Global Advisors | Boston, MA | Aug-25 | Large Cap Growth |
State Street Global Advisors | Boston, MA | Apr-15 | Small Cap Value |
Manager | Location | Inception Date | Investment Mandate |
|---|---|---|---|
| AFL- CIO Housing Investment Trust | Washington, D.C. | Jun-94 | MBS |
| Income Research & Management | Boston, MA | Feb-10 | TIPS |
| Income Research & Management | Boston, MA | Jun-07 | Core Bonds |
| Loomis, Sayles & Company | Boston, MA | Jun-89 | Core Plus |
Pension Reserves Investment Management | Boston, MA | Mar-24 | Core Bonds |
Pension Reserves Investment Management | Boston, MA | Mar-24 | Value-Add |
Manager | Location | Inception Date | Investment Mandate |
|---|---|---|---|
Pension Reserves Investment Management | Boston, MA | Aug-20 | Emerging Markets |
Manager | Location | Inception Date | Investment Mandate |
|---|---|---|---|
| Pension Reserves Investment Management | Boston, MA | Oct-19 | Hedge Fund Segmentation |
Manager | Location | Inception Date | Investment Mandate |
|---|---|---|---|
Pension Reserves Investment Management | Boston, MA | Mar-24 | International Equity |
Manager Name | Fund Name | Location | Vintage Year | Investment Mandate |
|---|---|---|---|---|
| Aberdeen Standard Investments | SL Capital Partners ESP 2008A | Edinburg, UK | 2008 | Buyout |
| Aberdeen Standard Investments | SL Capital Partners ESP 2006B | Edinburg, UK | 2007 | Buyout |
| Aberdeen Standard Investments | SL Capital Partners ESP IIA | Edinburg, UK | 2004 | Buyout |
| Grosvenor Capital Management | Grosvenor Opportunistic Credit Fund III | Chicago, IL | 2013 | Special Situations |
Constitution Capital Partners | Ironsides Opportunities Fund II | Boston, MA | 2023 | Private Credit |
Lexington Partners | Lexington Capital Partners X | New York, NY | 2023 | Secondary Fund of Funds |
| Lexington Partners | Lexington Capital Partners IX | New York, NY | 2019 | Secondary Fund of Funds |
| Lexington Partners | Lexington Middle Market Investors IV | New York, NY | 2017 | Secondary Fund of Funds |
| Lexington Partners | Lexington Capital Partners VIII | New York, NY | 2015 | Secondary Fund of Funds |
| Lexington Partners | Lexington Middle Market Investors III | New York, NY | 2013 | Secondary Fund of Funds |
| Lexington Partners | Lexington Capital Partners VII | New York, NY | 2009 | Secondary Fund of Funds |
| Lexington Partners | Lexington Middle Market Investors II | New York, NY | 2008 | Secondary Fund of Funds |
| Lexington Partners | Lexington Capital Partners VIB | New York, NY | 2006 | Secondary Fund of Funds |
| Lexington Partners | Lexington Middle Market Investors I | New York, NY | 2005 | Secondary Fund of Funds |
| Neuberger Berman | Neuberger Berman Fund IV | New York, NY | 2022 | Private Credit |
New Mountain Capital | New Mountain Partners VII | New York, NY | 2024 | Buyout |
| New Mountain Capital | New Mountain Partners VI | New York, NY | 2021 | Buyout |
| New Mountain Capital | New Mountain Partners V | New York, NY | 2017 | Buyout |
| New Mountain Capital | New Mountain Partners IV | New York, NY | 2014 | Buyout |
| New Mountain Capital | New Mountain Partners III | New York, NY | 2007 | Buyout |
| Opus Capital | Opus Capital Venture Partners V | Menlo Park, CA | 2006 | Venture |
Pension Reserves Investment Management | PEVY 2026 | Boston, MA | 2026 | Buyout/Venture |
Pension Reserves Investment Management | PEVY 2025 | Boston, MA | 2025 | Buyout/Venture |
Pension Reserves Investment Management | PEVY 2024 | Boston, MA | 2024 | Buyout/Venture |
| Pension Reserves Investment Management | PEVY 2023 | Boston, MA | 2023 | Buyout/Venture |
| Pension Reserves Investment Management | PEVY 2022 | Boston, MA | 2022 | Buyout/Venture |
| Pension Reserves Investment Management | PEVY 2021 | Boston, MA | 2021 | Buyout/Venture |
| Pension Reserves Investment Management | PEVY 2020 | Boston, MA | 2020 | Buyout/Venture |
| Pharos Capital Group | Pharos Capital Partners III | Dallas, TX | 2013 | Growth Equity |
| Pharos Capital Group | Pharos Capital Partners II | Dallas, TX | 2004 | Growth Equity |
| Pharos Capital Group | Pharos Capital Partners I | Dallas, TX | 1999 | Growth Equity |
| Quadrangle Group | Quadrangle Capital Partners II | New York, NY | 2005 | Buyout |
| Siguler Guff & Company | Siguler Guff BRIC Opportunity Fund II | New York, NY | 2008 | Buyout |
| Sterling Partners | Sterling Capital Partners IV | Chicago, IL | 2012 | Growth Equity |
| SVB Capital | SVB Strategic Investors VIII | Menlo Park, CA | 2016 | Venture |
| SVB Capital | SVB Capital Partners III | Menlo Park, CA | 2014 | Venture |
| SVB Capital | SVB Capital Partners II | Menlo Park, CA | 2007 | Venture |
| SVB Capital | SVB Strategic Investors III | Menlo Park, CA | 2007 | Venture |
| Top Tier Capital Partners | Top Tier Venture Velocity Fund IV | San Francisco, CA | 2021 | Venture Secondary |
| Top Tier Capital Partners | Top Tier Venture Velocity Fund | San Francisco, CA | 2015 | Venture Secondary |
Western Technology Investments | WTI Fund XI | Portola Valley, CA | 2023 | Mezzanine |
| Western Technology Investments | WTI Fund X | Portola Valley, CA | 2021 | Mezzanine |
| Western Technology Investments | Venture Lending & Leasing IX | Portola Valley, CA | 2018 | Mezzanine |
| Western Technology Investments | Venture Lending & Leasing VIII | Portola Valley, CA | 2015 | Mezzanine |
| Western Technology Investments | Venture Lending & Leasing VII | Portola Valley, CA | 2012 | Mezzanine |
| Western Technology Investments | Venture Lending & Leasing VI | Portola Valley, CA | 2010 | Mezzanine |
| WL Ross & Co. | WLR Recovery Fund V | New York, NY | 2011 | Special Situations |
| Z Capital Group | Z Capital Partners II | New York, NY | 2013 | Special Situations |
Manager | Fund | Location | Inception Date | Investment Mandate |
|---|---|---|---|---|
| AFL-CIO Building Investment Trust | AFL-CIO Building Investment Trust | Washington, D.C. | 2007 | Open Ended |
| Bentall Green Oak | Multi Employer Property Trust | Washington, D.C. | 1989 | Open Ended |
| Intercontinental Real Estate Corporation | Intercontinental US REIF | Boston, MA | 2010 | Open Ended |
| J.P. Morgan Asset Management | JP Morgan Special Situations Property Trust | New York, NY | 2006 | Open Ended |
Pension Reserves Investment Management | PRIM Real Estate Segmentation | Boston, MA | 2021 | Open Ended |
| Prudential Investment Management | Senior Housing Partners Fund V | Madison, NJ | 2015 | Sector Focused |
| Siguler Guff & Company | Siguler Guff Distressed Real Estate Opportunity Fund | New York, NY | 2010 | Opportunistic |
TA Realty | TA Realty Core Property Fund | Boston, MA | 2021 | Open Ended |
Manager | Location | Inception Date | Investment Mandate |
|---|---|---|---|
Hamilton Lane | Conshohocken, PA | Mar-21 | Strategic Opportunities Fund VI |
Hamilton Lane | Conshohocken, PA | Jun-17 | Strategic Opportunities Fund III |
Hamilton Lane | Conshohocken, PA | Jan-22 | Strategic Opportunities Fund VII |
Hamilton Lane | Conshohocken, PA | Feb-22 | Strategic Opportunities Fund VIII |
Hamilton Lane | Conshohocken, PA | Jun-25 | Strategic Opportunities Fund IX |
HarbourVest Partners | Boston, MA | May-25 | Credit Opportunities III |
Professional Services
Segal Marco Advisors
Investment Consulting Services
All investment managers wishing to do business with the MBTARF should contact Julian Regan at:
Segal Marco Advisors
25 Braintree Hill Office Park
Suite 103
Braintree, MA 02184
Phone: (617) 298-0967
Fax: (781) 228-5871
Gallagher
Actuary services
101 Federal St #900, Boston, MA 02110
Tel: (617) 275-8050
State Street Bank & Trust Company
Crown Colony Office Park
1200 Crown Colony Drive
Quincy, Massachusetts 02169
Tel: (617) 786-3000
Mailing Address:
Box 5501
Boston, Massachusetts 02206-5501