Pension FundRIA · CRD 285877SEC-Registered

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Seattle City Employees' Retirement System

Seattle City Employees' Retirement System was established in 1929. Jason Malinowski serves as chief investment officer. The system operates as a public defined...

Seattle City Employees' Retirement System logo

Seattle City Employees' Retirement System

Seattle City Employees' Retirement System was established in 1929. Jason Malinowski serves as chief investment officer. The system operates as a public defined benefit plan governed by the Seattle Municipal Code. SCERS allocates 11.99 percent of assets to private equity against an 11 percent target. Confirmed holdings include Sculptor Real Estate Fund V at $20 million, Sculptor Real Estate Fund IV at $17.5 million, and Brookfield Infrastructure Fund IV at $25 million. Additional positions span Tiger Infrastructure Partners Fund IV and Arcmont Direct Lending Fund V. Geographic exposure covers the United States and Western Europe through these vehicles. The system reports 4,352 million dollars in assets. It maintains memberships in the Council of Institutional Investors, Principles for Responsible Investment, and Climate Action 100+. Service providers include NEPC as investment advisor since 2016 and BNY Mellon as custodian since 2023. September 2024: Spoke at Council of Institutional Investors Fall Conference on evolution of institutional investor portfolio allocations. SCERS follows a Positive Action Strategy that integrates climate risk and shareholder advocacy. Governance rests with a board chaired by a Seattle City Council member alongside staff investment officers. This structure separates benefit administration from investment execution under municipal code provisions.

General information

Firm type

Pension Fund

Year founded

1929

AUM

$4.4B (Altss estimate)

Location

Region

North America

Country

United States

City

Seattle

Corporate office

720 3rd Ave, 9th Floor, Seattle, WA, United States

Principals

Jeffrey S. Davis

Executive Director

Jason Malinowski

Chief Investment Officer

Dan Strauss

Board Chair

Leola Ross

Investment Officer

Sector focus

InfrastructureReal EstatePrivate Equity

Frequently asked questions

Who runs investment decisions at Seattle City Employees' Retirement System?

Jason Malinowski serves as chief investment officer and oversees portfolio strategy. Jeffrey S. Davis acts as executive director responsible for day-to-day management. Leola Ross contributes as investment officer with focus on ESG matters.

Does Seattle City Employees' Retirement System participate in fund commitments or only direct deals?

SCERS participates through limited partner commitments to external funds. Holdings include Sculptor Real Estate Fund V and Brookfield Infrastructure Fund IV. No direct operating company ownership appears in records.

What investment stages does Seattle City Employees' Retirement System typically target?

The system targets buyout, growth capital, co-investment, and secondaries strategies. It also holds positions in early stage and distressed debt vehicles. Target IRR sits at 6.75 percent.

How does Seattle City Employees' Retirement System source proprietary deal flow?

SCERS accesses deals through memberships in the Institutional Limited Partners Association and Council of Institutional Investors. It engages external advisors including NEPC for manager selection. No internal direct sourcing program is documented.

Where does the underlying wealth come from?

Assets derive from contributions by Seattle city employees and the municipal employer. The plan operates as a defined benefit public retirement system under Chapter 4.36 of the Seattle Municipal Code.

Does Seattle City Employees' Retirement System maintain philanthropic structures, and how are they separated?

No separate philanthropic foundation is recorded. ESG integration occurs through the Positive Action Strategy within the investment process itself.

What is Seattle City Employees' Retirement System's known posture on co-investments alongside external GPs?

Records list co-investment as one of several approved strategies. No specific co-investment volume or named co-investors appear in current holdings data.

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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