# Schulte Roth & Zabel Pension Plan

Schulte Roth & Zabel Pension Plan is a Pension Fund based in New York, United States.

## Overview

- **Organization type:** Pension Fund
- **Headquarters:** New York, United States
- **Region:** North America
- **Address:** New York, NY, United States
- **Founded:** 2000
- **Assets under management:** Under $50M (Altss estimate)
- **Website:** srz.com
- **LinkedIn:** https://www.linkedin.com/company/schulte-roth-zabel

## Regulatory record

- **Reports private funds:** No

## About

The Schulte Roth & Zabel Pension Plan launched in 2000 as the defined-benefit retirement vehicle for the New York-based law firm, which itself was founded in 1969. The plan exists solely to provide retirement benefits to eligible participants at Schulte Roth & Zabel LLP, a firm known for its deep specialization in investment management, M&A, and financial-services law. Unlike broader public or multi-employer plans, this pension fund is an internal entity, its governance and investment decisions closely advised by the firm's own Employment & Employee Benefits Group partners. The plan maintains a dedicated Alternative Investment Portfolio based in New York, signaling an allocation to private markets beyond traditional fixed income and public equities. While the specific asset-class mix, stage coverage, and fund structures are not publicly detailed, the plan is tracked as an institutional investor in alternative assets. The investment posture is stewarded by a tight circle of Schulte Roth & Zabel partners. Ronald E. Richman and David M. Cohen, both of the Employment & Employee Benefits Group, are the named advisors closest to the plan, with Ian L. Levin, Jennifer A. Neilsson, and Andrew B. Lowy providing additional legal and compliance oversight on retirement-plan investments and ERISA matters. The plan has no disclosed satellite offices, dedicated internal investment staff, or adjacent philanthropic or operating-company structures — it remains an embedded function of the law firm's benefits practice. The plan's architecture is structurally distinct in one narrow but real way: it is a captive pension fund sitting inside one of the most influential law firms in the alternative-asset industry. Schulte Roth & Zabel LLP advises some of the world's largest private funds on formation, regulatory, and transactional matters. The pension plan, therefore, operates with an unusual proximity to fund managers and a deep in-house understanding of limited-partnership agreements, side letters, and fund terms — an informational advantage that few retirement plans of its size can replicate.

## Sectors

- Hedge Funds
- Private Credit
- Real Estate
- Secondaries & Special Situations

## People

- Ronald E. Richman — Partner and Co-Head of the Employment & Employee Benefits Group
- David M. Cohen — Partner, Employment & Employee Benefits Group
- Ian L. Levin — Partner
- Jennifer A. Neilsson — Partner
- Andrew B. Lowy — Associate

## Questions

### Who runs investment decisions at the Schulte Roth & Zabel Pension Plan?

The plan's investment decisions are guided by Schulte Roth & Zabel LLP partners in the Employment & Employee Benefits Group, principally Ronald E. Richman and David M. Cohen. Partners Ian L. Levin and Jennifer A. Neilsson also contribute to the investment oversight. Associate Andrew B. Lowy advises on ERISA compliance and regulatory boundaries for the plan's alternative investments.

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

The plan's alternative investment portfolio is built through fund commitments to external managers, a classic multi-manager approach for a pension plan of this size. There is no public evidence of direct co-investments or separate managed accounts; the $35M asset base makes fund-of-funds and primary fund commitments the most efficient route.

### How does the plan's connection to the Schulte Roth & Zabel law firm affect its governance?

The plan is governed by ERISA as a single-employer plan, with Trustees drawn from the firm's partnership. The overlap between the individuals who negotiate fund terms on behalf of investment-manager clients and those who oversee the firm's own plan creates a knowledge advantage but also requires strict conflict-screening. Andrew B. Lowy's role as ERISA specialist specifically addresses the required arm's-length compliance.

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Last updated: 2026-08-11T02:43:31.692Z

Canonical page: https://altss.com/profile/schulte-roth-zabel-pension-plan

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