Pension Fund

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Painters and Allied Trades Industry Pension Fund

The International Painters and Allied Trades Industry Pension Plan was established in 1967. It operates under contracts with the International Union of...

Painters and Allied Trades Industry Pension Fund logo

Painters and Allied Trades Industry Pension Fund

The International Painters and Allied Trades Industry Pension Plan was established in 1967. It operates under contracts with the International Union of Painters and Allied Trades and its affiliates. The plan supplies retirement benefits to covered employees and death benefits to beneficiaries. The fund allocates 11.49 percent to private equity. Confirmed holdings include positions in Crescent Direct Lending, Alcentra European Credit Opp III SCSP, and Voya Credit Opportunities Fund. Real estate exposure runs through the AFL-CIO Housing Investment Trust, AFL-CIO Building Investment Trust, and Westport Capital Partners WCP Special Core Trust. Investments span the United States and Europe. The fund maintains service relationships with The Northern Trust Company as custodian and Buck Consultants as investment advisor. It sponsored the IUPAT General Convention in Las Vegas in August 2024. The plan also participates in the National Coordinating Committee for Multiemployer Plans. Governance rests with a board of union and employer trustees. The structure ties investment decisions directly to the labor organization and finishing contractors association that jointly sponsor the plan.

General information

Firm type

Pension Fund

Year founded

1967

AUM

4065 (Altss estimate)

Location

Region

North America

Country

United States

City

Hanover

Corporate office

7234 Parkway Drive, Hanover, MD 21076-1307, United States

Principals

James A. Williams Jr.

Union Co-Chairman

Jerry Haber

Employer Co-Chairman

Sector focus

Diversified

Frequently asked questions

Who runs investment decisions at the Painters and Allied Trades Industry Pension Fund?

Investment decisions rest with a board of trustees that includes union and employer representatives. James A. Williams Jr. serves as Union Co-Chairman. Jerry Haber serves as Employer Co-Chairman.

Does the fund participate in fund commitments or only direct deals?

The fund participates in fund commitments. Holdings include limited partner positions in Crescent Direct Lending, Alcentra European Credit Opp III SCSP, and Lehman Brothers Diversified Private Equity Fund 2004.

What asset classes does the fund allocate to?

The fund allocates to private equity at 11.49 percent of assets. It also holds real estate through commingled trusts and separate accounts managed by union-affiliated vehicles.

Where does the underlying wealth come from?

The plan receives contributions from employers under collective bargaining agreements with the International Union of Painters and Allied Trades.

How is the fund related to the International Union of Painters and Allied Trades?

The International Union of Painters and Allied Trades serves as the founder and parent labor organization. The plan operates under contracts with the union or its affiliates.

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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