Bristol County Retirement System's investment portfolio is valued at $903,99 million as of December 31, 2023, with investments in private equity, real estate, hedge funds, infrastructure, publicly traded equities, fixed-income securities, timber, cash, and natural resources. Returns for the quarter, 1 year, 3 years, 5 years, and 10 years were 6.4%, 10.9%, 5.5%, 9.2%, and 7.1%, compared to benchmark returns of 8.6%, 13.8%, 3.1%, 8.1%, and 6.4% respectively. As of December 31, 2023, the private equity portfolio was valued at $127.47 million, representing 14.1% of the total portfolio. This is an increase compared to June 30, 2023, when the private equity portfolio was valued at $122.01 million. Investments in private equity include buyouts and venture capital fund strategies. The board of trustees governs the fund's investments. Mr. Christopher Saunders serves as Chairman & Treasurer of Bristol County. Beirne Wealth Consulting & Segal Marco Advisors serve as the LP Consultants.
| Investor | Type | Based in | Focus | AUM | Contacts |
|---|---|---|---|---|---|
| Morgan Stanley Investment Management | Fund of Funds | New York | Debt & credit · Core · Co-investment | $1.6T | 1 |
| Blackstone Group - Fund of Funds and Secondary | Fund of Funds | New York | Multifamily · Industrial · Core | $1.1T | 16 |
| New York Life Investment Management | Asset Manager | New York | Multifamily · Industrial · Co-investment | $740B | 5 |
| Brookfield Asset Management | Asset Manager | Toronto, Canada | Multifamily · Industrial · Opportunistic · Joint venture | $690B | 12 |
| KKR | Asset Manager | New York | Multifamily · Industrial · Core · Co-investment | $553B | 11 |
| Ares Management | Asset Manager | Los Angeles | Multifamily · Industrial · Core | $546B | 16 |
Filter the full list by property type, strategy, market and deal format.
