# Palm Bay Police & Firefighters' Pension Fund

Palm Bay Police & Firefighters' Pension Fund is a Pension Fund based in Palm Bay, United States.

## Overview

- **Organization type:** Pension Fund
- **Headquarters:** Palm Bay, United States
- **Region:** North America
- **Address:** Palm Bay, Florida, United States
- **Founded:** 1974
- **Assets under management:** Undisclosed
- **Website:** www.pbpfpf.org
- **LinkedIn:** https://linkedin.com/company/palm-bay-police-&-firefighters'-pension-fund

## Regulatory record

- **Reports private funds:** No

## About

The Palm Bay Police & Firefighters' Pension Fund was established in 1974 to provide retirement benefits for sworn officers and firefighters of Palm Bay, Florida. The fund is overseen by a board of trustees that sets policy and reviews investments, with day-to-day administration handled by two plan-specific administrators — Patricia Lindsay for police members and Katie Taglia-Polak for fire personnel. The fund hits its 52nd anniversary in May 2026. The investment strategy relies on external management across multiple asset classes. Actuarial reports and board minutes reference allocations to domestic and international equities, fixed income, and real estate. The fund holds a position in the JP Morgan Real Estate Strategic Property Fund, a core open-ended vehicle that provides diversified commercial real estate exposure. No concentrated direct-investment program is evident — the fund operates as a cost-conscious LP allocating capital through commingled institutional vehicles suitable for a municipal plan of its size. With a part-time administrative staff and a board composed of elected and appointed trustees, the fund pairs a frugal operational footprint with professional fiduciary oversight. Trustees Jason Dorey, Anthony Sacco, James Brock and Benjamin Kiszkiel were returned unopposed for the 2026–2028 term, and Tim Lancaster retained the 5th trustee position through August 2026. The fund participates in the Florida Public Pension Trustees Association for continuing education and networking. In Spring 2026 the fund posted a hiring notice for a part-time administrative assistant, underscoring the modest scale of in-house operations. The fund distinguishes itself by unbundling its two membership cohorts — police and fire — at the administrative layer. Each group has a dedicated pension administrator, a structural choice that embeds operational specialization into a small office and ensures retirement calculations, disability claims, and buyback elections are handled by specialists attuned to the distinct bargaining-unit rules of each service.

## Sectors

- Real Estate

## People

- Tim Lancaster — Trustee (5th Position)
- Jason Dorey — Trustee
- Benjamin Kiszkiel — Trustee
- Anthony Sacco — Trustee
- Patricia Lindsay — Pension Administrator (Police)
- Katie Taglia-Polak — Executive Director
- Samantha Bertolini — Records Management Liaison Officer

## Questions

### Who runs investment decisions at the Palm Bay Police & Firefighters' Pension Fund?

The Board of Trustees has ultimate authority. As of mid-2026, the board includes Tim Lancaster (5th position), Jason Dorey, Benjamin Kiszkiel, Anthony Sacco, and Alice Tabares. The fund does not publicly name a chief investment officer or external investment consultant, and its part-time staff of four administrators handle operations rather than portfolio management.

### Is the fund's portfolio publicly reported?

No. The fund posts meeting agendas and dial-in details online but does not publish detailed portfolio breakdowns, actuarial reports, or investment policy statements. The only identifiable holdings are a J.P. Morgan Real Estate commercial fund and a money market account.

### What is the fund's relationship with the Florida Public Pension Trustees Association?

The fund is an active member of the Florida Public Pension Trustees Association (FPPTA). Trustees attend FPPTA conferences and trustee schools, which provide continuing education for public pension board members in Florida.

## Related profiles

- [Palmares Capital Partners](https://altss.com/profile/palmares-capital-partners)
- [Palm Beach Capital](https://altss.com/profile/palm-beach-capital-management-iii)

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Last updated: 2026-07-06T00:37:00.614Z

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