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Building Trades United Pension Trust Fund - Milwaukee & Vicinity
The Building Trades United Pension Trust Fund - Milwaukee & Vicinity operates as a multiemployer defined benefit pension plan. It was established to provide...
Building Trades United Pension Trust Fund - Milwaukee & Vicinity
The Building Trades United Pension Trust Fund - Milwaukee & Vicinity operates as a multiemployer defined benefit pension plan. It was established to provide retirement benefits to members of building trades unions. Affiliated entities include the Milwaukee Building and Construction Trades Council. The fund deploys capital across buyout strategies and real estate. Confirmed holdings include commitments to HarbourVest 2020 Global Fund, SEI Global Private Assets V, Private Equity Core Fund IX, BPEA VI, HighVista Strategies Fund and H.I.G. Capital Fund. Direct real estate assets comprise Tradesman Building in Elm Grove, Wisconsin and Dublin Corporate Center in Dublin, California. Geographic exposure spans the United States and Asia-Pacific. The fund retains Wilson-McShane Corporation as third party administrator and Robert W. Baird & Co. as investment advisor. It belongs to Building Advantage and CORPaTH. No operational events from the last 24 months appear in available records. Governance rests with trustees drawn from participating unions and employer associations, creating a labor-management structure that shapes investment oversight and contribution policy.
General information
Firm type
Pension Fund
Year founded
—
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Elm Grove
Corporate office
—
Principals
Joel Zielke
Trustee
Matt Marcellis
Trustee
Erik Ogren
Trustee
Mike Findorff
Trustee
Sector focus
Frequently asked questions
Who runs investment decisions at the Building Trades United Pension Trust Fund - Milwaukee & Vicinity?
Trustees including Joel Zielke, Matt Marcellis, Erik Ogren and Mike Findorff oversee the fund. They draw from union and employer association roles.
Does the fund participate in fund commitments or only direct deals?
The fund acts as limited partner in multiple private equity vehicles including HarbourVest 2020 Global Fund and SEI Global Private Assets V.
What asset classes does the fund hold?
Holdings include private equity buyout funds, direct real estate such as the Dublin Corporate Center, and public equity positions in infrastructure and construction companies.
How is the fund related to the Milwaukee Building and Construction Trades Council?
The council serves as a business partner representing participating unions in the multiemployer plan.
Which service providers support the fund's operations?
Wilson-McShane Corporation acts as third party administrator. Robert W. Baird & Co. serves as investment advisor and PNC Realty Investors as real estate advisor.
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.
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