Investment Consultant & Asset Managers

Investment Consultant

Independent investment consultants are persons or entities selected by the CTPF Board of Trustees as fiduciaries and advisers to provide expert advice, counsel, and support as it relates to CTPF's investment program.

The following firm was retained by the Board of Trustees to provide consultant services:

Callan (Contract Expiration: January 31, 2021).

Asset Managers

The CTPF Board of Trustees also utilizes investment managers who possess superior capabilities in the management of assets of public retirement funds.

Investment managers, as fiduciaries selected by the Board and monitored by CTPF staff and CTPF's Investment Consultant, have the power to manage, acquire, or dispose of any assets of CTPF within their mandate. Investment managers acknowledge in writing that they are a fiduciary with respect to CTPF.

Summaries of the Asset Managers' contracts are available below.

Master Custodian

Master Custodian Contract

  • The Bank of New York Mellon
Fixed Income Asset Managers
  • Garcia, Hamilton & Associates, LP
  • LM Capital Group, LLC
  • State Street Global Advisors (SSGA) 
  • Pugh Capital Management, Inc.
  • Ramirez Asset Management
  • Western Asset Management Co
  • Wellington Management Company, LLP
  • Attucks Asset Management, LLC 
Infrastructure
  • Brookfield Asset Management
  • IFM Global Infrastructure (US), LP
  • MJE-Loop Capital Partners LLC (“JLC”)
  • J.P. Morgan Asset Management 
  • Macquarie Group
  • Ullico Investment Advisors, Inc. 
International Equities
  • Attucks Asset Management, LLC 
  • Leading Edge Investment Advisors, LLC
  • Earnest Partners, LLC
  • Dimensional Fund Advisors, LTD
  • Lazard Asset Management, LLC
  • Morgan Stanley Investment Management, Inc.
  • Strategic Global Advisors, LLC
  • Ariel Capital Management, LLC
  • William Blair & Company, LLC
Emerging Markets Equity
  • Earnest Partners, LLC
  • Attucks Asset Management, LLC 
  • Leading Edge Investment Advisors, LLC
Large Cap Equity
  • Attucks Asset Management, LLC 
  • RhumbLine Advisers, LP
  • Earnest Partners, LLC
  • Lazard Asset Management, LLC
  • Leading Edge Investment Advisors, LLC
  • Morgan Stanley Investment Management, Inc.
  • Strategic Global Advisors, LLC
  • Ariel Capital Management, LLC
Manager of Managers
  • Attucks Asset Management, LLC 
  • Leading Edge Investment Advisors, LLC
All Cap Equity
  • Attucks Asset Management, LLC 
  • Channing Capital Management, LLC
  • Zevenbergen Capital Investments, LLC
  • William Blair & Company, LLC
Small Cap Equity
  • Phocas Financial
  • Attucks Asset Management, LLC 
  • The Northern Trust  Co
  • Conestoga Capital Advisors, LLC
  • Dimensional Fund Advisors, LTD
  • William Blair & Company, LLC
SMID Equity
  • Attucks Asset Management, LLC 
Index Manager
  • RhumbLine Advisers, LP
  • State Street Global Advisors (SSGA) 
Private Equity
  • Adams Street Partners, LLC 
  • Advanced Finance and Investment Group LLC
  • African Development Partners International, LP
  • Aldrich Capital Partners
  • Astra Partners I, LP
  • AUA Private Equity Partners, LLC
  • EQT Services (UK) Limited
  • Estancia Capital Management, LLC 
  • Farol Asset Management, LP
  • Graham Allen Partners Asset Management, LLC
  • H Venture Partners
  • HarbourVest Partners, LLC
  • HighVista Strategies, LLC
  • ICV Capital Partners, LLC
  • Kohlberg Kravis Roberts & Co. LP
  • Long Arc Capital LP
  • MB Global Partners
  • Mesirow Financial, Inc.
  • New Mainstream Capital, LP
  • P4G Capital Management, LLC ("P4G")
  • Palladium Equity Partners, LLC
  • Pantheon Ventures, LLP
  • Pharos Capital Group, LLC
  • Red Arts Capital
  • RLJ Equity Partners
  • Turning Rock Partners, LP
  • WM Partners, LP
     
Real Estate
  • 1 Seed Partners
  • Basis Management Group, LLC
  • Clarion Partners, LLC
  • Europa Capital Partners LLP
  • Fortress Investment Group, LLC
  • Franklin Templeton Real Estate Advisors, LLC
  • GreenOak Real Estate Advisors, LP
  • Heitman LLC
  • J.P. Morgan Asset Management 
  • LaSalle Investment Management, Inc.
  • Long Wharf Capital LLC
  • Longpoint Realty Partners, LP
  • Newport Capital Partners Holdings, LLC
  • Oak Street Real Estate Capital, LLC 
  • Prudential Real Estate Investors
  • TA Realty LLC
  • The Blackstone Group
  • UBS Realty Investors, LLC
  • Walton Street Capital, LLC
     
MWDBE Brokerage (Approved)