Investment Managers and Consultants
Domestic Equity |
Manager |
Mandate |
| Alliance Bernstein (formerly Alliance Capital Mgmt) |
Large Cap Growth |
| Aronson, Johnson & Ortiz, LP |
Large Cap Value |
| Attucks Asset Management |
Fund of Funds of Emerging Managers/R2000 small cap |
| Barclays Global Investors |
S&P 500 Index |
| Barclays Global Investors |
Russell 1000 Value Index |
| Capital Prospects, LLC |
Fund of Funds large cap |
| Donald Smith & Co., Inc. |
Small Cap Value |
| Franklin Global Advisers (formerly Fiduciary) |
Small Cap Growth |
| PanAgora Asset Management, Inc. |
Small Cap Value |
| Progress Investment Management |
Fund of Funds of Emerging Managers/R3000 large cap |
| Rhumbline Advisers |
S&P 500 Index Portfolio |
| Sit Investment Associates, Inc. |
Small Cap Growth |
| Thomson Horstmann & Bryant |
Small Cap Value |
| Relational Investors |
S&P 500/Corporate Governance |
Non-US Equity |
Manager |
Mandate |
| Boston Company |
Emerging Markets |
| Capital Guardian |
European |
| Daiwa SB Investments |
Asia-Pacific Basin |
| Franklin Templeton |
Asia-Pacific Basin |
| Hermes |
Corporate Governance |
| Knight Vinke |
Corporate Governance |
| Marvin & Palmer |
Non-US Core |
| SPARX |
Corporate Governance |
| State Street Global Advisors |
Non-US Index |
| TT International |
Non-US Core |
Fixed Income |
Manager |
Mandate |
| Baird Advisors |
Active Core |
| ING Clarion |
High-Yield Real Estate Debt |
| Lehman Brothers Asset Management |
Active Core |
| Lehman Brothers Asset Management |
Passive Core |
| LM Capital Group |
Active Core |
| Loomis Sayles & Company |
Active Core |
| Oaktree |
High-Yield Bank Debt |
| Quadrant (formerly CB Commercial) |
Commercial Mortgage |
| Whippoorwill (no website) |
Distressed Debt |
Real Estate |
Manager |
Mandate |
| Allegis Trust (UBS Multi-Family Trust) |
Real Estate Core-Multi Family |
| AMB Property Corporation (AMB Japan I) |
International Acquisitions |
| Aslan |
Land |
| Bryanston (no website) |
Distressed Properties |
| Buchanan Fund III |
Rehab |
| Canyon Johnson |
Urban Rehab |
| CB Richard Ellis |
Office & Retail, Residential, Land & Industrial |
| CIM Group |
Office, Hospitality& Mixed Use |
| City View |
Workforce Housing |
| Colony |
LBO Distressed Investments |
| CPI Capital Partners Europe, LP |
International Acquisitions |
| DLJ Real Estate Capital Partners |
Land, Office & Retail |
| Dreyfus Realty Advisors (DRA) |
Office Retail, Multi-Family & Industrial |
| ForesTree (formerly Hancock ForesTree) |
Timber |
| Genesis Workforce Housing |
Urban Rehab |
| Heitman |
Specialized Acquisitions |
| ING Realty Partners, LP (c/o Concert Realty Partners) |
Repositions |
| INVESCO Realty Advisors |
Retail, Commercial and Apts |
| JP Morgan |
Specialized Acquisitions |
| Koll-Bren (K/B Realty Advisors) |
Office, Retail & Industrial |
| La Salle |
International Acquisitions |
| Lowe Hospitality |
Hospitality |
| MacFarlane Partners |
Urban Real Estate |
| MGA (Miller-Global Associates) |
Suburban Office & Land |
| Pacific Coast Capital Partners (Cal Smart Growth & So Cal Smart Growth |
Urban Rehab |
| PRISA |
Acquisitions |
| Realty Associates (formerly TA Assoc. Realty) |
Retail, Commercial, and Apts |
| RREEF Funds |
Acquisitions |
| Stockbridge |
Reposition |
| Tuckerman Group (formerly Greystone) |
Apartment Acquisitions |
| Urban America |
Urban Rehab |
| Urdang |
Value-Added Real Estate |
| Valencia Capital Management "Next Block Medical Fund I, LP" (no website) |
Realty adjacent to Urban Medical Centers |
| Walton Street |
Global Acquistions |
| Westbrook (no website) |
Acquisitions |
|
Alternative Investments Partnerships
|
Managers |
Mandates |
|
| Acon Bastion Partners |
Buyouts |
| Alchemy Partners |
Special Situation - Distressed |
| Apollo (no website) |
Buyouts |
| Ares Management |
Distressed Debt |
| Austin Ventures |
Venture Capital |
| Avenue Capital |
Special Situation - Distressed |
| Blackstone |
Buyouts |
| Cardinal Americas |
Buyouts |
Carlyle Group |
Buyouts |
| Carpenter Community BancFund (no website) |
Mid-Market Growth |
| Cravey, Green & Wahlen (CGW) |
Buyouts |
Charterhouse |
Buyouts |
Chisholm |
Special Situation - Multi-Stage |
Cardinal Partners |
Venture Capital |
| Code Hennessy & Simmons (CHS) |
Buyouts |
| CityFront Capital Partners |
Buyouts |
| Craton (formerly Paladin Private Equity Partners) |
Venture Capital |
| CVC Capital Partners |
Buyouts |
| DFJ Element |
Venture Capital |
| DFJ Frontier |
Venture Capital |
| Enhanced Capital |
Buyouts |
| Essex Woodlands Health Ventures |
Venture Capital |
| First Reserve Corporation |
Buyouts |
| Green Equity Investors |
Buyouts |
| GTCR |
Buyouts |
| Halifax |
Buyouts |
| Hellman & Friedman |
Buyouts |
| HM Capital |
Buyouts |
| Interwest |
Venture Capital |
| J.H. Whitney & Co. |
Venture Capital |
| Kelso |
Buyouts |
| Kline Hawkes |
Venture Capital |
| KKR |
Buyouts |
| Levine Leichtman Capital Partners |
Buyouts |
| Lindsay Goldberg |
Buyouts |
| Madison Dearborne Partners |
Buyouts |
| Menlo Ventures |
Venture Capital |
| Nautic Partners |
Special Situations |
| New Mountain Partners |
Buyouts |
| Newbridge Asia |
Buyouts |
| NGEN |
Venture Capital |
| Nogales Investors |
Buyouts, Growth Capital |
Nordic Capital |
Buyouts |
| Oak Investment Partners |
Venture Capital |
| Oaktree Capital Management |
Special Situation -Distressed |
| Olympus Partners |
Buyouts |
| Onex Partners |
Buyouts |
| Pacific Venture Group |
Venture Capital |
| Palladium Equity Partners |
Buyouts |
| Parish Capital |
Fund of Funds |
| Permira |
Buyouts |
| Pharos Capital |
Venture Capital |
| Polaris Ventures Partners |
Venture Capital |
| Providence Equity Partners |
Buyouts |
| Relativity |
Buyouts |
| Reliant Equity |
Buyouts |
| Resolute |
Buyouts |
| Richland Ventures |
Venture Capital |
| Rustic Canyon |
Growth Capital |
| Saybrook |
Distressed Debt |
| Spark Capital |
Venture Capital |
| Spire Captial |
Buyouts |
| St. Cloud Capital |
Mezzanine Debt/Growth |
| Sterling Partners |
Venture Capital |
| TA Associates |
Buyouts |
| TCW |
Mezzanine |
| Technology Crossover Ventures (TCV) |
Venture Capital |
| Thoma Cressey |
Buyouts |
| Thomas H. Lee Company |
Buyouts |
| Texas Pacific Group (TPG) |
Buyouts |
| Trident Capital |
Venture Capital |
Vantage Point Venture Partners |
Venture Capital |
Vestar Capital Partners |
Buyouts |
| Vista Equity Partners |
Buyouts |
Welsh, Carson, Anderson & Stowe (WCAS) |
Buyouts |
| Weston Presidio |
Buyouts |
| Yucaipa (no website) |
Buyouts |
|
Consultants |
Mandate |
| Hamilton Lane |
Alternative Investment Consultant |
| Pension Consulting Alliance |
General Investment Counsel |
| Pension Consulting Alliance |
Specialized Alternative Investment Counsel |
| Courtland Partners |
Real Estate Consultant |
Transition Manager Pool |
Majority Owned Brokerage Firms |
Minority-or-Woman-Owned Brokerage Firms |
| State Street Global Advisors |
Cabrera Capital Markets |
| Bank of New York |
GRW Capital Corporation |
| Merrill Lynch |
Magna Securities |
| Global Transition Solutions |
|
| Knight Transition Management |
|
Domestic Equity - Fund of Funds Emerging Manager |
|
|
|
| Ativo |
Apex Capital |
Blue Creek |
| GW Capital, Inc. |
Channing Capital |
Keel |
| Lombardia |
Denali Advisors |
Lombardia |
| Opus Capital |
Piedmont Investment Advisors |
Palisades |
| Paradigm |
Piedra Capital |
Paradigm |
| |
|
Piedmont Investment Advisors |
| |
|
Redwood |
| |
|
Mar Vista |
|
|
