# McKinsey Retirement Trust

McKinsey Retirement Trust is a Pension Fund based in New York, United Arab Emirates.

## Overview

- **Organization type:** Pension Fund
- **Headquarters:** New York, United Arab Emirates
- **Region:** North America
- **Address:** Dubai, New York, United Arab Emirates
- **Founded:** 1994
- **Assets under management:** Undisclosed
- **Website:** myaccount.mckinsey.com

## Regulatory record

- **Reports private funds:** No

## About

The McKinsey Retirement Trust operates as the primary defined contribution vehicle for McKinsey & Company, governed by a board of trustees that includes Deputy General Counsel Erin Massey Everitt. The trust is structurally integrated with the broader investment ecosystem of the firm's partner-affiliated capital, managed by MIO Partners, Inc.—a New York-based investment office chaired by former McKinsey Senior Partner Michael Patsalos-Fox. MIO Partners constructs portfolios that blend direct investments with external manager allocations across hedge funds, secondaries, and special situations. The retirement trust gains exposure through dedicated internal vehicles, notably the MIO Compass Funds and the MIO Special Situations Fund, which is domiciled in New York. A distinct tactical commodity sleeve, structured via the Ceres Tactical Commodity L.P. and a Target Retirement Date Commodity Exposure, further diversifies the plan away from standard public-market beta. These structures indicate a posture that favors internal co-investment pools over open-architecture fund-of-funds selection. MIO Partners operates under the oversight of a board that includes former executives from KPMG, Microsoft, JPMorgan, and Goldman Sachs; directors Timothy Flynn, Charles Noski, and Barry L. Zubrow bring external institutional governance heft. Gunnar Pritsch serves as COO and Head of Risk Management, reflecting a formalized risk function. The trust maintains a physical administrative footprint split between Dubai and New York. Unlike large-scale public pension plans, the McKinsey Retirement Trust is a captive plan limited to firm alumni, insulated from public disclosure requirements and external capital flows. Its governance is tightly held within the McKinsey partnership orbit, mirroring the hybrid model of a corporate pension that behaves with the discretion and alternative-asset sophistication of a single-family investment office.

## Sectors

- Secondaries & Special Situations
- Hedge Funds

## Offices

- New York, NY, United States

## People

- Erin Massey Everitt — Member of the Board of Trustees
- Michael Patsalos-Fox — Chair of MIO Partners, Inc.

## Questions

### Who runs investment decisions for the McKinsey Retirement Trust?

The trust is governed by a board of trustees, which includes McKinsey's Deputy General Counsel Erin Massey Everitt. Investment management is executed by MIO Partners, Inc., the firm's dedicated investment office, which is chaired by Michael Patsalos-Fox and operates under the oversight of a board that includes former CEOs from KPMG and senior financial executives (Altss research).

### How is the McKinsey Retirement Trust related to MIO Partners?

MIO Partners, Inc. manages the assets of the McKinsey Retirement Trust alongside other capital generated by McKinsey's partnership. The trust invests in proprietary MIO vehicles such as the MIO Compass Funds and the MIO Special Situations Fund, effectively making the retirement plan a core pool of capital within MIO's broader alternative investment platform (Altss research).

## Related profiles

- [McKinley Technology Group](https://altss.com/profile/mckinley-technology-group)
- [McLean Asset Management](https://altss.com/profile/mclean-asset-management)

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Last updated: 2026-06-03T20:00:00.000Z

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