Updated:
Alan M. Gold Development Co. Inc. Pension Plan
The Alan M. Gold Development Co. Inc. Pension Plan operates as the corporate pension vehicle for a Chicago-based real estate development firm founded by Alan...
Alan M. Gold Development Co. Inc. Pension Plan
The Alan M. Gold Development Co. Inc. Pension Plan operates as the corporate pension vehicle for a Chicago-based real estate development firm founded by Alan Gold. The plan's investment function is overseen by Gold as Trustee and President, with his family member Samuel David Gold serving as a principal and maintaining ties to outside investment management through his role at Medallion Investment Partners. The pension plan's existence alongside the operating development company creates a structure where commercial real estate holdings and a diversified financial portfolio sit under a common beneficial owner. The plan maintains an allocation-heavy strategy, with confirmed exposures to hedge fund strategies, commodity trading advisors (CTAs), and structured investment products. Its real assets footprint includes direct commercial property ownership at 2922 W. Lunt Avenue in Chicago, as well as a mixed-use portfolio held through the parent development company. The geographic concentration is heavily Chicago and the broader Midwest, consistent with the Gold family's multi-decade presence in the region's real estate markets. Alan M. Gold participates regularly in Managed Funds Association (MFA) network conferences, signaling persistent engagement with the hedge fund and alternative investment manager community. The family also maintains the Alan M. Gold Revocable Trust as a separate philanthropic and estate-planning vehicle. Samuel David Gold's concurrent role at Medallion Investment Partners suggests a professionalized second-generation investment function operating adjacent to the pension plan. The plan's defining structural feature is its embedded nature within a privately held operating company rather than a standalone institutional fund. This architecture gives the trustees latitude to allocate without external LP pressure, while the combination of hedge fund exposure and direct real estate equity means the plan's risk profile is shaped as much by Chicago commercial property cycles as by CTA trend-following strategies.
General information
Firm type
Pension Fund
Location
Region
North America
Country
United States
City
Chicago
Corporate office
Chicago, IL, United States
Principals
Alan M. Gold
Trustee and President
Samuel David Gold
Principal
Sector focus
Frequently asked questions
Who controls investment decisions at the Alan M. Gold Development Co. Inc. Pension Plan?
Alan M. Gold serves as Trustee and President, making him the primary fiduciary overseeing asset allocation and manager selection. His family member Samuel David Gold is a named principal, and his external role at Medallion Investment Partners suggests additional in-house investment management capability. The plan does not publicly disclose an investment committee structure beyond these named individuals.
What investment strategies does the plan use?
The plan allocates across three known sleeves: hedge fund strategies, commodity trading advisors (CTAs), and structured investment products. Direct commercial real estate is held both through the pension plan — including a property at 2922 W. Lunt Avenue in Chicago — and through the parent development company's mixed-use portfolio. No public disclosures confirm allocations to private equity, venture capital, or traditional long-only equity mandates.
How is the pension plan related to Alan M. Gold Development Co.?
The pension plan is the corporate retirement vehicle for employees of Alan M. Gold Development Co. Inc., the Chicago-based real estate development firm Alan Gold founded. The two entities share beneficial ownership and trusteeship under Gold, but the pension plan operates as a distinct legal entity with its own fiduciary obligations under ERISA. Commercial properties appear on both the plan's balance sheet and the operating company's portfolio.
Does the plan co-invest or participate in direct deals?
The plan holds direct real estate assets, evidenced by its ownership of 2922 W. Lunt Avenue, and the parent development company maintains a mixed-use portfolio. Whether the pension plan participates in direct co-investments alongside the hedge fund and CTA managers it allocates to is not publicly disclosed. No records indicate the plan has made venture capital or private equity direct investments.
What is the plan's relationship to the Managed Funds Association?
Alan M. Gold is a regular delegate and participant at Managed Funds Association (MFA) network conferences. The MFA is the primary trade association for the hedge fund and alternative investment industry, suggesting his manager sourcing and due-diligence process benefits from direct access to fund managers at industry events.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
Need institutional-grade insight on pension funds?
Altss delivers:
Prefer a guided tour?
We’ll walk you through: