West Bend Insurance Company holds a portfolio of $2.91 billion as of May 19, 2024, covering private equity, infrastructure, real estate, hedge funds, publicly traded equities, fixed-income securities, cash and other alternative asset classes. On May 19, 2024, private equity was valued at $67 million, or 2.4% of the total, below the target allocation range of 3% to 5%. Strategies include buyouts, diversified private equity, private equity growth expansion, fund of funds, mezzanine, secondaries, private debt and venture capital, diversified across America. The company does not accept first-time fund investments and favors existing managers. The executive management team governs the investments, with Mr. Robert Jacques as Chief Executive Officer & President.
| 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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