Somerville Retirement System
AUM $425MFounded 19451 contacts
Somerville Retirement System is a public pension fund with an investment portfolio valued at over $425.39 million as of March 31, 2024, held in private equity, real estate, publicly traded equities, fixed-income securities, and cash. As of March 31, 2023, private equity was valued at $14.63 million, or 3.4% of the total portfolio. That is up from $13.62 million on September 30, 2023. Private equity strategies include buyouts, diversified private equity, private growth expansion, and venture capital funds. The retirement board governs the investments, with Mr. Edward Bean as Chairman of the Board.
| Investor | Type | Based in | Focus | AUM | Contacts |
|---|---|---|---|---|---|
| RJ Family Office | Multi family office | Singapore | Real estate | $3.7T | 1 |
| Norges Bank Investment Management | Sovereign Wealth Fund | Oslo, Norway | Core | $1.8T | 1 |
| Morgan Stanley Investment Management | Fund of Funds | New York | Debt & credit · Core · Co-investment | $1.6T | 1 |
| SEI Investments | Fund of Funds | Oaks | Multifamily · Industrial | $1.5T | 4 |
| Blackstone Group - Fund of Funds and Secondary | Fund of Funds | New York | Multifamily · Industrial · Core | $1.1T | 16 |
| National Pension Service | Public Pension Fund | Jeonju-si, South Korea | Core · Co-investment | $800B | 1 |
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