Pension Fund

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Houston Municipal Employees Pension System

Houston Municipal Employees Pension System was established in 1943 to deliver retirement benefits to eligible city employees. It maintains contributory and...

Houston Municipal Employees Pension System logo

Houston Municipal Employees Pension System

Houston Municipal Employees Pension System was established in 1943 to deliver retirement benefits to eligible city employees. It maintains contributory and non-contributory groups and receives funding from the City of Houston. The fund allocates across public equities, fixed income, private equity and real estate. Confirmed commitments include Veritas Capital, Platinum Equity, Quantum Capital Group and Mill Point Capital. Geographic exposure centers on the United States with additional real estate fund commitments in Europe. The system reports 26.71 percent allocation to private equity against a 17 percent target. It maintains relationships with Wilshire Associates as general investment consultant since 1995 and State Street Bank and Trust Company as custodian. Sherry Mose serves as Chairman and holds leadership roles at TEXPERS and NCPERS. The board structure separates investment oversight from plan administration through distinct executive and trustee roles.

Website
hmeps.org

General information

Firm type

Pension Fund

Year founded

1943

Location

Region

North America

Country

United States

City

Houston

Corporate office

1201 Louisiana, Suite 900, Houston, TX, United States

Principals

Sherry Mose

Chairman of the Board of Trustees

David L. Long

Executive Director

Gregory Brunt

Chief Investment Officer

Lenard Polk

Vice Chairman of the Board of Trustees

Rhonda Smith

Secretary of the Board of Trustees

Sector focus

Real EstatePrivate EquityEnergy

Frequently asked questions

Who runs investment decisions at Houston Municipal Employees Pension System?

Gregory Brunt serves as Chief Investment Officer. The board of trustees, chaired by Sherry Mose, sets overall policy and reviews manager selections.

Does Houston Municipal Employees Pension System participate in fund commitments or only direct deals?

The system commits to private equity and real estate funds managed by third parties. Holdings include limited partnership interests in vehicles sponsored by Veritas Capital, Platinum Equity and Starwood Capital Group.

What asset classes receive the largest allocations?

Public equities represent the largest segment at over $1.15 billion. Private equity stands at 26.71 percent of assets and real estate includes direct and fund investments valued above $400 million.

How is Houston Municipal Employees Pension System related to the City of Houston?

The City of Houston acts as the primary sponsoring employer and contributor. The plan covers municipal employees and receives ongoing funding from city payroll contributions.

Which industry associations does Houston Municipal Employees Pension System belong to?

The system maintains memberships in TEXPERS, NCPERS, NAGDCA and the Council of Institutional Investors. Sherry Mose has held officer positions within several of these groups.

Profile maintained by 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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